| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MVBF | MVB FINANCIAL CORP | Chief Accounting Officer | $0 | Jul 14, 2025 | ||
| WMPN | William Penn Bancorporation | EVP and CFO | $0 | Apr 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|