| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PVBC | Provident Bancorp, Inc. /MD/ | 10%+ Owner | $13.8M | Jun 4, 2024 | ||
| KFS | KINGSWAY FINANCIAL SERVICES INC | Director, 10%+ Owner | $11.8M | -$18.6M | -61.2% | Sep 16, 2025 |
| SFBC | Sound Financial Bancorp, Inc. | 10%+ Owner | $8.45M | Feb 1, 2024 | ||
| PFBX | PEOPLES FINANCIAL CORP /MS/ | 10%+ Owner | $8.38M | +$533K | +6.8% | Sep 19, 2025 |
| WHLR, WHLRD | Wheeler Real Estate Investment Trust, Inc. | Director, 10%+ Owner | $1.19M | -$1.83M | -60.7% | Nov 13, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|