| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.24% | 0.31% | #1 | $1.7M | 1.7M | $1.2M | 1.3M | +450,000+36.00% | Add | |
| CFG Wealth Management Services, Inc. | 0.02% | 0.02% | #2 | $19,747 | 20,000 | $19,747 | 20,000 | 00.00% | Unchanged |
