| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | 0.01% | 0.01% | #2 | $707,985 | 18,759 | $665,964 | 18,759 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.03% | — | #1 | $116,063 | 3,075 | $0 | 0 | +3,075 | New Buy | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #4 | $51,660 | 1,368 | $49,018 | 1,368 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.01% | 0.01% | #3 | $45,442 | 1,204 | $42,000 | 1,204 | 00.00% | Unchanged |
