| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ledyard National Bank | 2.45% | 2.44% | #1 | $30.6M | 1.4M | $28.1M | 1.3M | +130,423+10.33% | Add | |
| Ethos Financial Group, LLC | 0.02% | — | #2 | $232,830 | 10,172 | $0 | 0 | +10,172 | New Buy |
