| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 0.01% | — | #3 | $12.2M | 495,136 | $0 | 0 | +495,136 | New Buy | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 0.03% | #2 | $423,298 | 17,171 | $424,156 | 17,171 | 00.00% | Unchanged | |
| Bank of Marin | 0.27% | 0.24% | #1 | $382,698 | 15,519 | $333,347 | 13,515 | +2,004+14.83% | Add | |
| FIDUCIARY FINANCIAL ADVISORS | 0.01% | — | #4 | $88,051 | 3,571 | $0 | 0 | +3,571 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #6 | $5,820 | 236 | $6,388 | 259 | -23-8.88% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #5 | $5,105 | 207 | $5,106 | 207 | 00.00% | Unchanged |
