| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.02% | — | #1 | $256,975 | 33,788 | $0 | 0 | +33,788 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $7,948 | 1,045 | $0 | 0 | +1,045 | New Buy |
