| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 0.01% | — | #1 | $32,285 | 626 | $0 | 0 | +626 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #2 | $7,015 | 137 | $6,423 | 137 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #3 | $1,598 | 31 | $0 | 0 | +31 | New Buy |
