| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 0.07% | 0.05% | #1 | $236,268 | 11,208 | $191,099 | 11,208 | 00.00% | Unchanged | |
| RICHARDSON FINANCIAL SERVICES INC. | 0.01% | 0.02% | #2 | $25,746 | 1,221 | $24,353 | 1,428 | -207-14.50% | Reduce |
