| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 0.13% | 0.14% | #1 | $313,347 | 53,200 | $313,347 | 53,200 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $4,396 | 746 | $0 | 0 | +746 | New Buy |
