| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.01% | 0.01% | #1 | $29,000 | 208 | $25,000 | 208 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $20,208 | 144 | $0 | 0 | +144 | New Buy |
