| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.04% | 0.05% | #1 | $662,009 | 27,098 | $656,549 | 26,743 | +355+1.33% | Add | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | 0.01% | #2 | $44,944 | 1,827 | $22,077 | 899 | +928+103.23% | Add | |
| Financial Gravity Companies, Inc. | 0.01% | — | #3 | $32,078 | 1,304 | $0 | 0 | +1,304 | New Buy |
