| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | <0.01% | <0.01% | #3 | $1.2M | 50,758 | $1.1M | 50,098 | +660+1.32% | Add | |
| Ascentis Independent Advisors | 0.04% | 0.02% | #1 | $281,830 | 12,975 | $281,830 | 12,975 | 00.00% | Unchanged | |
| Brookwood Investment Group LLC | 0.03% | 0.03% | #2 | $255,084 | 10,707 | $225,359 | 10,375 | +332+3.20% | Add |
