| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CFG Wealth Management Services, Inc. | 0.14% | 0.14% | #1 | $151,166 | 150,000 | $151,166 | 150,000 | 00.00% | Unchanged | |
| Main Street Group, LTD | 0.02% | 0.03% | #2 | $99,734 | 100,000 | $100,777 | 100,000 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #3 | $32,912 | 33,000 | $0 | 0 | +33,000 | New Buy |