| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Oakworth Capital, Inc. | <0.01% | <0.01% | #1 | $55,249 | 6,132 | $53,711 | 5,995 | +137+2.29% | Add | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $6,792 | 754 | $0 | 0 | +754 | New Buy |
