| 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% | #2 | $297,503 | 1,229 | $232,375 | 1,229 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.04% | — | #1 | $237,593 | 973 | $0 | 0 | +973 | New Buy |
