| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Plancorp, LLC | 0.04% | 0.04% | #3 | $1.6M | 21,457 | $1.6M | 21,457 | 00.00% | Unchanged | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #6 | $565,810 | 7,610 | $693,678 | 9,506 | -1,896-19.95% | Reduce | |
| Verus Financial Partners, Inc. | 0.03% | 0.03% | #4 | $330,638 | 4,447 | $321,587 | 4,447 | 00.00% | Unchanged | |
| Rialto Wealth Management, LLC | 0.04% | — | #2 | $204,465 | 2,750 | $0 | 0 | +2,750 | New Buy | |
| ELEVATE WEALTH ADVISORY, INC | 0.06% | 0.07% | #1 | $109,965 | 1,479 | $107,926 | 1,479 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #7 | $35,317 | 475 | $23,570 | 323 | +152+47.06% | Add | |
| LAM GROUP, INC. | 0.01% | 0.01% | #5 | $15,242 | 205 | $13,135 | 180 | +25+13.89% | Add |
