| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | <0.01% | <0.01% | #4 | $6.2M | 190,000 | $5.8M | 190,000 | 00.00% | Unchanged | |
| Advisory Services Network, LLC | 0.01% | 0.01% | #1 | $1.0M | 31,911 | $1.0M | 34,370 | -2,459-7.15% | Reduce | |
| Sanctuary Advisors, LLC | <0.01% | <0.01% | #3 | $756,790 | 23,279 | $710,375 | 23,362 | -83-0.36% | Reduce | |
| Arax Advisory Partners | <0.01% | <0.01% | #2 | $581,920 | 17,900 | $30,407 | 1,000 | +16,900+1,690.00% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | — | #5 | $3,251 | 100 | $0 | 0 | +100 | New Buy | |
| Steward Partners Investment Advisory, LLC | <0.01% | <0.01% | #6 | $553 | 17 | $517 | 17 | 00.00% | Unchanged |
