| 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 | 0.06% | — | #1 | $843,656 | 21,942 | $0 | 0 | +21,942 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #2 | $37,943 | 1,000 | $0 | 0 | +1,000 | New Buy |
