| 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 | $149,051 | 150,000 | $149,051 | 150,000 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #2 | $49,197 | 50,000 | $0 | 0 | +50,000 | New Buy |