| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.2% | — | #1 | $376,772 | 52,800 | $0 | 0 | +52,800 | New Buy | |
| MONETARY MANAGEMENT GROUP INC | 0.01% | — | #2 | $36,600 | 5,000 | $0 | 0 | +5,000 | New Buy |
