| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fortune Financial Group, Inc. | 0.23% | 0.24% | #1 | $290,752 | 6,622 | $262,423 | 6,245 | +377+6.04% | Add | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #2 | $56,075 | 1,268 | $50,234 | 1,195 | +73+6.11% | Add |
