| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 0.21% | — | #1 | $3.6M | 179,050 | $0 | 0 | +179,050 | New Buy | |
| OLD MISSION CAPITAL LLC | 0.02% | — | #4 | $1.1M | 55,368 | $0 | 0 | +55,368 | New Buy | |
| Western Wealth Management, LLC | 0.01% | — | #5 | $366,742 | 18,075 | $0 | 0 | +18,075 | New Buy | |
| MSH Capital Advisors LLC | 0.06% | — | #2 | $343,713 | 16,940 | $0 | 0 | +16,940 | New Buy | |
| Maridea Wealth Management LLC | 0.03% | — | #3 | $266,347 | 13,127 | $0 | 0 | +13,127 | New Buy | |
| GREAT VALLEY ADVISOR GROUP, INC. | <0.01% | — | #6 | $256,000 | 12,630 | $0 | 0 | +12,630 | New Buy | |
| Aptus Capital Advisors, LLC | <0.01% | — | #7 | $19,499 | 961 | $0 | 0 | +961 | New Buy |
