| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 0.25% | — | #1 | $1.6M | 65,104 | $0 | 0 | +65,104 | New Buy | |
| Ethos Financial Group, LLC | 0.1% | — | #2 | $1.5M | 64,106 | $0 | 0 | +64,106 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #3 | $33,174 | 1,383 | $32,189 | 1,332 | +51+3.83% | Add |
