| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 0.08% | <0.01% | #1 | $1.2M | 23,907 | $885 | 23,907 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #2 | $10,499 | 208 | $0 | 0 | +208 | New Buy |
