| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | 0.02% | — | #3 | $529,240 | 20,820 | $0 | 0 | +20,820 | New Buy | |
| COLDSTREAM CAPITAL MANAGEMENT INC | <0.01% | — | #5 | $301,683 | 11,868 | $0 | 0 | +11,868 | New Buy | |
| Heritage Family Offices, LLP | 0.11% | — | #2 | $282,770 | 11,124 | $0 | 0 | +11,124 | New Buy | |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | — | #1 | $282,770 | 11,124 | $0 | 0 | +11,124 | New Buy | |
| Lido Advisors, LLC | <0.01% | — | #6 | $203,358 | 8,000 | $0 | 0 | +8,000 | New Buy | |
| Addison Advisors LLC | 0.01% | — | #4 | $25,802 | 1,015 | $0 | 0 | +1,015 | New Buy |
