| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ledyard National Bank | 1.92% | 2.02% | #1 | $23.9M | 2.2M | $23.3M | 2.2M | +22,516+1.02% | Add | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #2 | $7,736 | 720 | $0 | 0 | +720 | New Buy |