| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | <0.01% | — | #2 | $40,050 | 1,500 | $0 | 0 | +1,500 | New Buy | |
| Steward Partners Investment Advisory, LLC | <0.01% | — | #1 | $13,349 | 500 | $0 | 0 | +500 | New Buy |