| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | <0.01% | — | #1 | $13,208 | 508 | $0 | 0 | +508 | New Buy | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #2 | $1,976 | 76 | $1,000 | 73 | +3+4.11% | Add |
