| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.05% | — | #2 | $9.9M | 122,224 | $0 | 0 | +122,224 | New Buy | |
| NORTH STAR ASSET MANAGEMENT INC | 0.05% | 0.07% | #3 | $1.3M | 16,377 | $1.3M | 17,390 | -1,013-5.83% | Reduce | |
| Williams Jones Wealth Management, LLC. | 0.01% | 0.01% | #5 | $660,034 | 8,119 | $649,745 | 8,757 | -638-7.29% | Reduce | |
| Arvest Bank Trust Division | 0.02% | 0.02% | #4 | $360,713 | 4,436 | $329,211 | 4,436 | 00.00% | Unchanged | |
| New Hampshire Trust | 0.06% | — | #1 | $291,711 | 3,588 | $0 | 0 | +3,588 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #6 | $74,244 | 917 | $67,701 | 912 | +5+0.55% | Add |
