| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Parallel Advisors, LLC | <0.01% | <0.01% | #1 | $146,050 | 500 | $83,045 | 500 | 00.00% | Unchanged | |
| Cornerstone Planning Group LLC | <0.01% | <0.01% | #2 | $9,028 | 36 | $6,661 | 36 | 00.00% | Unchanged | |
| HOLLENCREST CAPITAL MANAGEMENT | <0.01% | <0.01% | #3 | $8,471 | 29 | $4,817 | 29 | 00.00% | Unchanged | |
| EverSource Wealth Advisors, LLC | <0.01% | <0.01% | #4 | $2,961 | 10 | $14,140 | 85 | -75-88.24% | Reduce |