| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 1.25% | 1.28% | #1 | $3.0M | 13,943 | $3.0M | 13,943 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.1% | — | #2 | $608,140 | 2,222 | $0 | 0 | +2,222 | New Buy |
