| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| First County Bank /CT/ | 0.02% | 0.03% | #1 | $50,029 | 50,000 | $50,156 | 50,000 | 00.00% | Unchanged | |
| Brooklyn FI, LLC | <0.01% | — | #3 | $12,501 | 12,500 | $0 | 0 | +12,500 | New Buy | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #2 | $10,005 | 10,000 | $0 | 0 | +10,000 | New Buy |