| 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. | 0.17% | — | #1 | $1.1M | 18,996 | $0 | 0 | +18,996 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | — | #2 | $8,900 | 163 | $0 | 0 | +163 | New Buy |
