| 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. | 0.02% | — | #1 | $133,326 | 1,973 | $0 | 0 | +1,973 | New Buy | |
| Coston, McIsaac & Partners | 0.01% | 0.01% | #2 | $43,542 | 644 | $39,000 | 644 | 00.00% | Unchanged | |
| Westside Investment Management, Inc. | <0.01% | <0.01% | #3 | $26,856 | 397 | $24,579 | 397 | 00.00% | Unchanged |