| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.65% | 0.53% | #2 | $42.9M | 1.8M | $32.2M | 1.5M | +286,728+19.03% | Add | |
| Avory & Company, LLC | 10.59% | 9.43% | #1 | $8.5M | 354,102 | $7.3M | 341,225 | +12,877+3.77% | Add | |
| Aventura Private Wealth, LLC | 0.21% | 0.2% | #3 | $686,241 | 28,677 | $542,842 | 25,408 | +3,269+12.87% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #6 | $649,293 | 27,133 | $263,516 | 12,334 | +14,799+119.99% | Add | |
| GTS SECURITIES LLC | 0.01% | 0.02% | #5 | $411,165 | 17,182 | $629,477 | 29,463 | -12,281-41.68% | Reduce | |
| Empire Financial Management Company, LLC | 0.08% | — | #4 | $203,500 | 8,504 | $0 | 0 | +8,504 | New Buy |
