| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| USCB | USCB FINANCIAL HOLDINGS, INC. | Class A Common Stock, Par Value $1.00 Per Share | 11.3% | $33.9M | -$20.7M | 2.05M | -37.9% | WYCOFF W KIRK | Sep 16, 2025 |
| COSO | CoastalSouth Bancshares, Inc. | Voting Common Stock | 8.87% | 719K | W. Kirk Wycoff | Jul 1, 2025 |
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Date Filed |
|---|