| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 0.01% | 0.02% | #1 | $55,770 | 6,000 | $82,164 | 6,000 | 00.00% | Unchanged | |
| Ascentis Wealth Management, LLC | 0.01% | 0.01% | #2 | $27,853 | 2,064 | $27,853 | 2,064 | 00.00% | Unchanged | |
| Strengthening Families & Communities, LLC | <0.01% | <0.01% | #3 | $5,577 | 600 | $8,216 | 600 | 00.00% | Unchanged | |
| Winch Advisory Services, LLC | <0.01% | <0.01% | #4 | $1,115 | 120 | $1,643 | 120 | 00.00% | Unchanged | |
| Pacer Advisors, Inc. | <0.01% | <0.01% | #6 | $754 | 81,589 | $393 | 29,126 | +52,463+180.12% | Add | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #5 | $404 | 30 | $404 | 30 | 00.00% | Unchanged |
