| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 1.21% | 1.25% | #1 | $2.6M | 124,180 | $2.4M | 122,187 | +1,993+1.63% | Add | |
| Glassman Wealth Services | 0.12% | 0.13% | #2 | $996,016 | 48,053 | $936,224 | 48,053 | 00.00% | Unchanged |
