| 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. | 0.03% | — | #1 | $176,958 | 2,295 | $0 | 0 | +2,295 | New Buy | |
| Luminist Capital LLC | <0.01% | — | #2 | $185 | 2 | $0 | 0 | +2 | New Buy |
