| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.02% | 0.02% | #2 | $229,291 | 15,125 | $228,898 | 15,797 | -672-4.25% | Reduce | |
| Coston, McIsaac & Partners | 0.02% | <0.01% | #1 | $83,470 | 5,506 | $11 | 765 | +4,741+619.74% | Add | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #3 | $4,833 | 314 | $0 | 0 | +314 | New Buy |
