| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | <0.01% | — | #3 | $2.5M | 100,000 | $0 | 0 | +100,000 | New Buy | |
| Heritage Family Offices, LLP | 0.11% | — | #2 | $284,369 | 11,287 | $0 | 0 | +11,287 | New Buy | |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | — | #1 | $284,369 | 11,287 | $0 | 0 | +11,287 | New Buy |
