PURE CYCLE CORP - PCYO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA GROUP, LLC | History | Reduced | 1,795,421 | 19,228 | 4.04% | 3.58% | 1 | -119,138 | -6.22% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,397,370 | 14,965 | 0.0% | 0.0% | 2 | +25,501 | 1.86% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 927,930 | 9,938 | 0.0% | 0.0% | 3 | +12,123 | 1.32% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 685,024 | 7,336 | 0.1% | 0.1% | 4 | -3,335 | -0.48% | Q2 2026 | Jul 09, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 611,309 | 6,547 | 0.29% | 0.32% | 5 | -15,955 | -2.54% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 548,230 | 5,873 | 0.0% | 0.0% | 6 | +38,777 | 7.61% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 514,431 | 5,509 | 0.1% | 0.11% | 7 | -10,624 | -2.02% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 468,979 | 5,023 | 0.0% | 0.0% | 8 | +3,964 | 0.85% | Q2 2026 | Aug 11, 2026 |
| Gem Investment Advisors, LLC | History | No change | 449,829 | 4,817 | 2.95% | 4.45% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | Reduced | 446,656 | 4,783 | 0.0% | 0.0% | 10 | -704 | -0.16% | Q2 2026 | Aug 07, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 418,677 | 4,484 | 0.92% | 0.97% | 11 | -8,010 | -1.88% | Q2 2026 | Aug 13, 2026 |
| MYDA Advisors LLC | History | Added to | 394,591 | 4,226 | 0.63% | 0.59% | 12 | +36,849 | 10.3% | Q2 2026 | Aug 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 385,122 | 4,124 | 0.17% | 0.15% | 13 | -165,585 | -30.07% | Q2 2026 | Aug 13, 2026 |
| CANNELL CAPITAL LLC | History | New | 314,640 | 3,369 | 2.26% | — | 14 | +314,640 | New | Q2 2026 | Aug 18, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 311,023 | 3,331 | 0.74% | 0.79% | 15 | -2,792 | -0.89% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | Reduced | 294,033 | 3,149 | 0.05% | 0.05% | 16 | -10,512 | -3.45% | Q2 2026 | Aug 14, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 258,962 | 2,773 | 1.18% | 1.21% | 17 | +1,445 | 0.56% | Q2 2026 | Jul 07, 2026 |
| MORGAN STANLEY | History | Added to | 238,866 | 2,558 | 0.0% | 0.0% | 18 | +16,429 | 7.39% | Q2 2026 | Aug 13, 2026 |
| Peapod Lane Capital LLC | History | New | 186,734 | 1,999 | 1.35% | — | 19 | +186,734 | New | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 164,653 | 1,763 | 0.0% | 0.0% | 20 | -11,556 | -6.56% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 156,222 | 1,673 | 0.0% | 0.0% | 21 | +8,520 | 5.77% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 132,721 | 1,421 | 0.0% | 0.0% | 22 | +12,302 | 10.22% | Q2 2026 | Aug 13, 2026 |
| Cannell & Spears LLC | History | No change | 114,000 | 1,220 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 112,965 | 1,209 | 0.0% | 0.0% | 24 | -32,311 | -22.24% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 110,301 | 1,181 | 0.0% | 0.0% | 25 | -9,852 | -8.2% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 82,000 | 878 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Added to | 81,399 | 871 | 0.01% | 0.0% | 27 | +18,320 | 29.04% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 80,547 | 862 | 0.0% | 0.0% | 28 | +3,137 | 4.05% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 79,181 | 849 | 0.0% | 0.0% | 29 | +14,893 | 23.17% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 73,464 | 786 | 0.0% | 0.0% | 30 | +34,365 | 87.89% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 71,131 | 761 | 0.02% | 0.02% | 31 | +781 | 1.11% | Q2 2026 | Jul 29, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | New | 70,000 | 749 | 0.41% | — | 32 | +70,000 | New | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 67,129 | 718 | 0.0% | 0.0% | 33 | +13,698 | 25.64% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 63,678 | 681 | 0.0% | 0.0% | 34 | +4,567 | 7.73% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 63,265 | 677 | 0.0% | 0.0% | 35 | -21,174 | -25.08% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 58,600 | 627 | 0.0% | 0.0% | 36 | +10,600 | 22.08% | Q2 2026 | Jul 30, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 50,526 | 541 | 0.01% | 0.01% | 37 | -5 | -0.01% | Q2 2026 | Aug 11, 2026 |
| Potomac Capital Management, Inc. | History | No change | 48,756 | 522 | 0.36% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 47,850 | 512 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 42,756 | 457 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 42,571 | 455 | 0.0% | 0.0% | 41 | +18,108 | 74.02% | Q2 2026 | Aug 14, 2026 |
| Avanza Fonder AB | History | No change | 33,571 | 359 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 32,000 | 342 | 0.0% | 0.0% | 43 | -4,500 | -12.33% | Q2 2026 | Aug 14, 2026 |
| EdgeRock Capital LLC | History | No change | 31,333 | 335 | 0.08% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 30,060 | 321 | 0.0% | 0.0% | 45 | -45,458 | -60.19% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 26,121 | 279 | 0.02% | 0.03% | 46 | -214 | -0.81% | Q2 2026 | Jul 16, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 25,673 | 274 | 0.0% | 0.0% | 47 | -849 | -3.2% | Q2 2026 | Aug 11, 2026 |
| Marquette Asset Management, LLC | History | New | 25,248 | 270 | 0.03% | — | 49 | +25,248 | New | Q2 2026 | Jul 09, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 25,300 | 270 | 0.03% | 0.03% | 48 | -1,000 | -3.8% | Q2 2026 | Aug 11, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 25,061 | 268 | 0.02% | 0.02% | 50 | -4,475 | -15.15% | Q2 2026 | Aug 12, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 23,079 | 247 | 0.04% | — | 51 | +23,079 | New | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,020 | 241 | 0.0% | 0.0% | 52 | +2,100 | 9.58% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 21,000 | 224 | 0.06% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leo Wealth, LLC | History | No change | 22,300 | 224 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 20,026 | 214 | 0.0% | 0.0% | 55 | -18,520 | -48.05% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,000 | 214 | 0.0% | 0.0% | 56 | +9,000 | 81.82% | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,423 | 208 | 0.0% | 0.0% | 57 | +6,087 | 45.64% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,679 | 178 | 0.0% | 0.0% | 58 | +8,801 | 111.72% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,200 | 162 | 0.0% | — | 59 | +15,200 | New | Q2 2026 | Sep 02, 2026 |
| WHITTIER TRUST CO | History | No change | 15,240 | 160 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 14,166 | 151 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,390 | 143 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,341 | 142 | 0.0% | 0.0% | 63 | -5,470 | -29.08% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 12,840 | 137 | 0.0% | — | 65 | +12,840 | New | Q2 2026 | Aug 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 13,703 | 137 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,974 | 128 | 0.0% | 0.0% | 66 | -88 | -0.73% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,393 | 122 | 0.0% | 0.0% | 67 | +8,218 | 258.83% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 11,037 | 118 | 0.0% | 0.0% | 68 | +4,152 | 60.31% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 11,000 | 117 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | New | 10,566 | 113 | 0.0% | — | 71 | +10,566 | New | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,624 | 113 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,833 | 105 | 0.0% | 0.0% | 72 | +1,310 | 15.37% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 9,453 | 101 | 0.0% | 0.0% | 73 | +4,622 | 95.67% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 9,204 | 98 | 0.0% | 0.0% | 74 | +8,478 | 1167.77% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 9,170 | 98 | 0.0% | 0.0% | 75 | -647 | -6.59% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 8,580 | 91 | 0.0% | 0.0% | 76 | -1,518 | -15.03% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,323 | 90 | 0.0% | 0.0% | 77 | -148 | -1.75% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 8,052 | 86 | 0.0% | — | 78 | +8,052 | New | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,875 | 52 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,816 | 40 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,730 | 39 | 0.0% | 0.0% | 81 | -758 | -16.89% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 3,265 | 34 | 0.0% | 0.0% | 82 | -45 | -1.36% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 3,007 | 32 | 0.0% | 0.0% | 83 | -1,747 | -36.75% | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,000 | 32 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,745 | 29 | 0.0% | 0.0% | 85 | +99 | 3.74% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 2,501 | 25 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | No change | 1,818 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,502 | 16 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,230 | 13 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 1,000 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 837 | 8 | 0.0% | 0.0% | 91 | +109 | 14.97% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 818 | 8 | 0.0% | 0.0% | 92 | -56 | -6.41% | Q2 2026 | Jul 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 682 | 7 | 0.0% | 0.0% | 93 | -762 | -52.77% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 464 | 4 | 0.0% | — | 96 | +464 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 390 | 4 | 0.0% | 0.0% | 95 | -300 | -43.48% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 403 | 4 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 255 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 274 | 2 | 0.0% | 0.0% | 98 | -854 | -75.71% | Q2 2026 | Aug 24, 2026 |
| Leo H. Evart, Inc. | History | No change | 250 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essential Partners LLC | History | Reduced | 98 | 1 | 0.0% | 0.0% | 106 | -187 | -65.61% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 166 | 1 | 0.0% | — | 107 | +166 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 121 | 1 | 0.0% | — | 103 | +103 | 572.22% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 149 | 1 | 0.0% | — | 102 | +101 | 210.42% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 147 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 95 | 1 | 0.0% | — | 101 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Covestor Ltd | History | No change | 47 | 1 | 0.0% | — | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -172,461 | -100.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,633 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,406 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,103 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -639 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -192 | -97.96% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33 | 0 | — | — | — | -40 | -54.79% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 42 | 0 | — | — | — | +23 | 121.05% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 86 | 0 | — | — | — | +20 | 30.3% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | Added to | 26 | 0 | — | — | — | +16 | 160.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25 | 0 | — | — | — | +15 | 150.0% | Q2 2026 | Jul 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 32 | 0 | — | — | — | +9 | 39.13% | Q2 2026 | Jul 31, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 81 | 0 | — | — | — | +9 | 12.5% | Q2 2026 | Aug 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |