| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 5.89% | 6.01% | #1 | $13.9M | 58,165 | $13.9M | 58,165 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #3 | $218,568 | 784 | $0 | 0 | +784 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | — | #2 | $68,792 | 247 | $0 | 0 | +247 | New Buy |
