| 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 | $38,091 | 731 | $0 | 0 | +731 | New Buy | |
| Westside Investment Management, Inc. | <0.01% | <0.01% | #2 | $6,720 | 128 | $6,378 | 128 | 00.00% | Unchanged |
