| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 0.01% | 0.01% | #3 | $565,758 | 20,395 | $510,661 | 20,394 | +1+0.00% | Add | |
| Ethos Financial Group, LLC | 0.03% | — | #2 | $402,409 | 14,250 | $0 | 0 | +14,250 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.04% | — | #1 | $165,050 | 5,950 | $0 | 0 | +5,950 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #4 | $6,630 | 239 | $0 | 0 | +239 | New Buy |
