| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | 0.46% | 0.39% | #2 | $12.9M | 471,281 | $12.9M | 471,281 | 00.00% | Unchanged | |
| Fortune Financial Group, Inc. | 6.89% | 0.66% | #1 | $8.8M | 316,441 | $731,468 | 26,764 | +289,677+1,082.34% | Add | |
| Archer Investment Corp | 0.02% | — | #3 | $104,196 | 3,747 | $0 | 0 | +3,747 | New Buy |