| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.03% | — | #2 | $504,308 | 10,888 | $0 | 0 | +10,888 | New Buy | |
| FULTON BANK, N.A. | 0.01% | 0.01% | #4 | $254,441 | 5,481 | $235,097 | 5,481 | 00.00% | Unchanged | |
| Williams Jones Wealth Management, LLC. | <0.01% | — | #5 | $210,819 | 4,581 | $0 | 0 | +4,581 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.02% | 0.01% | #3 | $111,287 | 2,418 | $48,150 | 1,123 | +1,295+115.32% | Add | |
| Transce3nd, LLC | 0.44% | 0.38% | #1 | $49,365 | 1,061 | $42,696 | 995 | +66+6.63% | Add |
