| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Main Street Group, LTD | 0.37% | 0.43% | #1 | $1.6M | 1.6M | $1.5M | 1.5M | +129,000+8.63% | Add | |
| Vermillion Wealth Management, Inc. | 0.03% | — | #2 | $127,815 | 129,000 | $0 | 0 | +129,000 | New Buy | |
| CFG Wealth Management Services, Inc. | 0.03% | 0.03% | #3 | $29,541 | 30,000 | $29,541 | 30,000 | 00.00% | Unchanged |