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About 31.83% of SSBI shares are held by financial institutions. MORGAN STANLEY is the top corporate investor, holding 11.97K shares valued at $162.32K. A 0.18% stake in Summit State Bank is owned by the company. DAYTONA STREET CAPITAL LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | MORGAN STANLEY | 0.18% | 11.97K | 162.32K | 0 | 0 |
| Jun 30, 2026 | DAYTONA STREET CAPITAL LLC | 0% | 0 | - | -49.1K | -100.00% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0% | 0 | - | -12.89K | -100.00% |
| Jun 30, 2026 | NORTHERN TRUST CORP | 0% | 0 | - | -14.95K | -100.00% |
| Jun 30, 2026 | WEALTHSPIRE ADVISORS, LLC | 0.18% | 12.47K | 169.09K | 0 | 0 |
| Jun 30, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.19% | 12.89K | 174.79K | 300 | +2.38% |
| Jun 30, 2026 | CREATIVE PLANNING | 0.2% | 13.75K | 186.45K | 0 | 0 |
| Jun 30, 2026 | STATE STREET CORP | 0.21% | 13.86K | 187.91K | -150 | -1.07% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.24% | 16.22K | 219.94K | 0 | 0 |
| Jun 30, 2026 | BLACKROCK, INC. | 0.28% | 19.23K | 260.76K | 5.35K | +38.51% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.33% | 22.16K | 300.52K | 1.61K | +7.81% |
| Jun 30, 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 390.8K | 0 | 0 |
| Jun 30, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.45% | 30.31K | 410.99K | 3.91K | +14.79% |
| Jun 30, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 0.76% | 51.51K | 698.73K | -587 | -1.13% |
| Jun 30, 2026 | DIMENSIONAL FUND ADVISORS LP | 1.03% | 69.62K | 944.1K | 0 | 0 |
| Jun 30, 2026 | SALZHAUER MICHAEL | 1.08% | 72.58K | 984.12K | 0 | 0 |
| Jun 30, 2026 | MAI CAPITAL MANAGEMENT | 1.34% | 90.63K | 1.23M | 0 | 0 |
| Jun 30, 2026 | BANC FUNDS CO LLC | 2.9% | 195.63K | 2.65M | -3.6K | -1.81% |
| Jun 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4% | 229.15K | 3.11M | -186 | -0.08% |
| Jun 30, 2026 | CALDWELL SUTTER CAPITAL, INC. | 5.18% | 349.28K | 4.74M | 2.22K | +0.64% |
| Jun 30, 2026 | M3F, INC. | 5.25% | 354.23K | 4.8M | 0 | 0 |
| Jun 30, 2026 | ALLIANCEBERNSTEIN L.P. | 8.21% | 553.63K | 7.4M | 109.69K | +24.71% |
| Jun 30, 2026 | BARCLAYS PLC | 0% | 3 | 41 | 3 | +100.00% |
| Jun 30, 2026 | UBS GROUP AG | 0% | 8 | 109 | -183 | -95.81% |
| Jun 30, 2026 | FMR LLC | 0% | 22 | 299 | 22 | +100.00% |
| Jun 30, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.03% | 2.02K | 27.34K | 0 | 0 |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0% | 0 | - | -938 | -100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 191 | 2.55K | 184 | +2,628.57% |
| Mar 31, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 3.41% | 229.33K | 3.07M | 229.33K | +100.00% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.19% | 12.89K | 172.27K | 1.26K | +10.81% |
| Mar 31, 2026 | BLACKROCK, INC. | 0.21% | 13.88K | 185.62K | 1.32K | +10.47% |
| Mar 31, 2026 | STATE STREET CORP | 0.21% | 14.01K | 187.29K | 0 | 0 |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.39% | 26.4K | 353.02K | 26.4K | +100.00% |
| Mar 31, 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 385.32K | 0 | 0 |
| Mar 31, 2026 | CALDWELL SUTTER CAPITAL, INC. | 5.15% | 347.06K | 4.64M | 250 | +0.07% |
| Mar 31, 2026 | WEALTHSPIRE ADVISORS, LLC | 0.19% | 12.47K | 166.72K | 0 | 0 |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.22% | 14.95K | 199.82K | 1.76K | +13.35% |
| Mar 31, 2026 | DAYTONA STREET CAPITAL LLC | 0.73% | 49.1K | 954.9K | 0 | 0 |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 0.77% | 52.1K | 696.77K | 55 | +0.11% |
| Mar 31, 2026 | M3F, INC. | 5.26% | 354.23K | 4.74M | 0 | 0 |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -6 | -100.00% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.01% | 938 | 12.54K | 0 | 0 |
| Mar 31, 2026 | 0.73% | 49.1K | 954.9K | 0 | 0 | |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.19% | 12.59K | 168.33K | 200 | +1.61% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.24% | 16.22K | 216.86K | 0 | 0 |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.31% | 20.56K | 274.83K | 8.35K | +68.41% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 1.03% | 69.62K | 930.87K | 0 | 0 |
| Mar 31, 2026 | SALZHAUER MICHAEL | 1.08% | 72.58K | 970.33K | -19.92K | -21.54% |
| Mar 31, 2026 | MAI CAPITAL MANAGEMENT | 1.35% | 90.63K | 1.21M | 0 | 0 |
| Mar 31, 2026 | BANC FUNDS CO LLC | 2.96% | 199.23K | 2.66M | 6K | +3.11% |
| Mar 31, 2026 | MORGAN STANLEY | 0.18% | 11.97K | 160.05K | 0 | 0 |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.03% | 2.02K | 26.95K | 2.02K | +100.00% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.2% | 13.75K | 183.84K | 0 | 0 |
| Mar 31, 2026 | ALLIANCEBERNSTEIN L.P. | 6.59% | 443.94K | 5.16M | 109.48K | +32.73% |
| Mar 31, 2026 | CITIGROUP INC | 0% | 0 | - | -1 | -100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.2% | 13.19K | 153.34K | -128 | -0.96% |
| Dec 31, 2025 | M3F, INC. | 5.26% | 354.23K | 4.12M | 0 | 0 |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 4.97% | 334.46K | 3.89M | 239.95K | +253.88% |
| Dec 31, 2025 | CREATIVE PLANNING | 0.2% | 13.75K | 159.91K | 0 | 0 |
| Dec 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 335.18K | 0 | 0 |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.24% | 16.22K | 188.64K | 0 | 0 |
| Dec 31, 2025 | STATE STREET CORP | 0.21% | 14.01K | 162.91K | 0 | 0 |
| Dec 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.19% | 12.47K | 145.03K | 12.47K | +100.00% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.19% | 12.57K | 146.16K | -426 | -3.28% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.18% | 12.39K | 144.1K | 12.39K | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 12.21K | 141.96K | -1.77K | -12.65% |
| Dec 31, 2025 | MORGAN STANLEY | 0.18% | 11.97K | 139.22K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.17% | 11.63K | 135.23K | 11.63K | +100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0% | 7 | 82 | -9.41K | -99.93% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 6 | 70 | 0 | 0 |
| Dec 31, 2025 | CITIGROUP INC | 0% | 1 | 12 | 1 | +100.00% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 0 | - | -1 | -100.00% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.01% | 938 | 10.91K | 0 | 0 |
| Dec 31, 2025 | CALDWELL SUTTER CAPITAL, INC. | 5.15% | 346.81K | 4.03M | -2.5K | -0.72% |
| Dec 31, 2025 | VANGUARD GROUP INC | 3.82% | 256.85K | 2.99M | -10.87K | -4.06% |
| Dec 31, 2025 | BANC FUNDS CO LLC | 2.9% | 193.23K | 2.25M | -129.88K | -40.20% |
| Dec 31, 2025 | SALZHAUER MICHAEL | 1.37% | 92.5K | 1.08M | 0 | 0 |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 1.35% | 90.63K | 1.05M | -1K | -1.09% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.03% | 69.62K | 809.73K | -6.17K | -8.14% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.77% | 52.05K | 605.45K | -879 | -1.66% |
| Dec 31, 2025 | 0.73% | 49.1K | 883.22K | 49.1K | +100.00% | |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.21% | 13.97K | 166.43K | 13.97K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.14% | 9.42K | 112.16K | -1.32K | -12.31% |
| Sep 30, 2025 | M3F, INC. | 5.26% | 354.23K | 4.22M | 1.38K | +0.39% |
| Sep 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 5.19% | 349.31K | 4.16M | 50 | +0.01% |
| Sep 30, 2025 | BANC FUNDS CO LLC | 4.8% | 323.11K | 3.85M | -62.02K | -16.10% |
| Sep 30, 2025 | VANGUARD GROUP INC | 3.98% | 267.72K | 3.19M | -4.37K | -1.61% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.4% | 94.51K | 1.13M | 94.51K | +100.00% |
| Sep 30, 2025 | SALZHAUER MICHAEL | 1.37% | 92.5K | 94.54K | 0 | 0 |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 1.36% | 91.63K | 1.09M | 0 | 0 |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.13% | 75.8K | 902.74K | -3.95K | -4.96% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.79% | 52.93K | 630.5K | -2.45K | -4.43% |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 343.25K | 0 | 0 |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.24% | 16.22K | 193.18K | 16.22K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.21% | 14.01K | 166.84K | 0 | 0 |
| Sep 30, 2025 | CREATIVE PLANNING | 0.2% | 13.75K | 163.76K | 0 | 0 |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.01% | 938 | 11.17K | 938 | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 6 | 71 | -42 | -87.50% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 1 | 12 | 0 | 0 |
| Sep 30, 2025 | MORGAN STANLEY | 0.18% | 11.97K | 142.57K | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.2% | 13.31K | 158.56K | -1.95K | -12.80% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.19% | 12.99K | 154.75K | -2.73K | -17.38% |
| Jun 30, 2025 | M3F, INC. | 5.24% | 352.85K | 3.83M | 51.42K | +17.06% |
| Jun 30, 2025 | BANC FUNDS CO LLC | 5.72% | 385.13K | 4.17M | -44.27K | -10.31% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.18% | 79.75K | 864.48K | 3.5K | +4.59% |
| Jun 30, 2025 | 0% | 1 | 11 | 0 | 0 | |
| Jun 30, 2025 | STATE STREET CORP | 0.21% | 14.01K | 151.85K | 0 | 0 |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 1 | 11 | 0 | 0 |
| Jun 30, 2025 | SALZHAUER MICHAEL | 1.37% | 92.5K | 1M | -3.55K | -3.69% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.23% | 15.73K | 170.48K | 1.25K | +8.62% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 55.38K | 600.41K | 657 | +1.20% |
| Jun 30, 2025 | VANGUARD GROUP INC | 4.04% | 272.09K | 2.95M | -5.83K | -2.10% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 312.41K | 0 | 0 |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.31% | 21.17K | 229.48M | 2.23K | +11.76% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.23% | 15.27K | 165.49K | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 48 | 521 | 7 | +17.07% |
| Jun 30, 2025 | UBS GROUP AG | 0.16% | 10.74K | 116.41K | 10.74K | +1,073,800.00% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.2% | 13.75K | 149.05K | 0 | 0 |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 1.36% | 91.63K | 993.31K | 0 | 0 |
| Jun 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 5.19% | 349.26K | 3.79M | 36.16K | +11.55% |
| Jun 30, 2025 | MORGAN STANLEY | 0.18% | 11.97K | 129.76M | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 41 | 378 | 2 | +5.13% |
| Mar 31, 2025 | VANGUARD GROUP INC | 4.14% | 277.92K | 2.57M | 0 | 0 |
| Mar 31, 2025 | M3F, INC. | 4.49% | 301.43K | 2.78M | 1.43K | +0.48% |
| Mar 31, 2025 | CALDWELL SUTTER CAPITAL, INC. | 4.66% | 313.1K | 2.89M | 65.43K | +26.42% |
| Mar 31, 2025 | BANC FUNDS CO LLC | 6.39% | 429.4K | 3.96M | 0 | 0 |
| Mar 31, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -11.6K | -100.00% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.13% | 76.25K | 703.77K | 3.35K | +4.60% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.81% | 54.72K | 505.2K | 1.72K | +3.24% |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.43% | 28.82K | 266.01K | -25K | -46.45% |
| Mar 31, 2025 | 0% | 1 | 9 | 0 | 0 | |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 0 | - | -586 | -100.00% |
| Mar 31, 2025 | SALZHAUER MICHAEL | 1.43% | 96.05K | 886.51K | -6K | -5.88% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.28% | 18.94K | 174.84K | -427 | -2.20% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.23% | 15.27K | 140.92K | -1.4K | -8.37% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.22% | 14.48K | 133.64K | -264 | -1.79% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 1 | 9 | 0 | 0 |
| Mar 31, 2025 | STATE STREET CORP | 0.21% | 14.01K | 129.29K | 0 | 0 |
| Mar 31, 2025 | CREATIVE PLANNING | 0.2% | 13.75K | 126.91K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.18% | 11.97K | 110.49K | -150 | -1.24% |
| Mar 31, 2025 | VAN HULZEN ASSET MANAGEMENT, LLC | 0% | 0 | - | -4.81K | -100.00% |
| Mar 31, 2025 | MAI CAPITAL MANAGEMENT | 1.36% | 91.63K | 845.78K | 0 | 0 |
| Mar 31, 2024 | MAI CAPITAL MANAGEMENT | 1.37% | 91.63K | 994.23K | 91.63K | +100.00% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 1.01% | 67.93K | 737.07K | 0 | 0 |
| Mar 31, 2024 | BANC FUNDS CO LLC | 6.56% | 439.4K | 4.77M | 0 | 0 |
| Mar 31, 2024 | AJOVISTA, LLC | 0% | 0 | - | -585 | -100.00% |
| Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0% | 0 | - | -21.02K | -100.00% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 1.13K | 12.21K | -373 | -24.90% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.11% | 7.4K | 80.29K | 1.52K | +25.85% |
| Mar 31, 2024 | CALDWELL SUTTER CAPITAL, INC. | 3.13% | 209.33K | 2.27M | 1.57K | +0.76% |
| Mar 31, 2024 | VANGUARD GROUP INC | 4.15% | 277.92K | 3.02M | 0 | 0 |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 47.02K | 510.25K | 292 | +0.63% |
| Mar 31, 2024 | MORGAN STANLEY | 0.06% | 3.83K | 41.55K | -2.01K | -34.40% |
| Mar 31, 2024 | STATE STREET CORP | 0.17% | 11.51K | 124.86K | -2.42K | -17.38% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.18% | 11.73K | 127.24K | -846 | -6.73% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 39 | 419 | 2 | +5.41% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 16 | 174 | 13 | +433.33% |
| Mar 31, 2024 | SALZHAUER MICHAEL | 0.69% | 46.2K | 501.24K | 3K | +6.94% |
| Mar 31, 2024 | BLACKROCK INC. | 0.19% | 13.04K | 141.48K | -300 | -2.25% |
| Mar 31, 2024 | UBS GROUP AG | 0% | 1 | 11 | -644 | -99.85% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.21% | 14.18K | 153.83K | -6.29K | -30.74% |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.58% | 38.82K | 421.2K | -21.02K | -35.12% |
| Mar 31, 2024 | BENEDETTI & GUCER, INC. | 0.68% | 45.32K | 492K | -3.09K | -6.39% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 1.5K | 18.43K | -660 | -30.58% |
| Dec 31, 2023 | 0.01% | 585 | 7.2K | 585 | +100.00% | |
| Dec 31, 2023 | BLACKROCK INC. | 0.2% | 13.34K | 164.08K | -150 | -1.11% |
| Dec 31, 2023 | MORGAN STANLEY | 0.09% | 5.84K | 71.8K | 221 | +3.94% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.09% | 5.88K | 72.32K | 0 | 0 |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.19% | 12.57K | 154.65K | 12.57K | +100.00% |
| Dec 31, 2023 | EMPOWERED FUNDS, LLC | 0.31% | 21.02K | 252.19M | 1.8K | +9.36% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.31% | 20.47K | 245.66K | 20.47K | +100.00% |
| Dec 31, 2023 | SALZHAUER MICHAEL | 0.65% | 43.2K | 531.33K | 1.4K | +3.35% |
| Dec 31, 2023 | STATE STREET CORP | 0.21% | 13.93K | 167.14K | 0 | 0 |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 46.72K | 560.81K | 0 | 0 |
| Dec 31, 2023 | BENEDETTI & GUCER, INC. | 0.72% | 48.41K | 595.49K | 452 | +0.94% |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.89% | 59.84K | 718.03K | 1.8K | +3.10% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 1.01% | 67.93K | 815.2K | 1.11K | +1.66% |
| Dec 31, 2023 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | 1.32% | 88.07K | 1.06M | 0 | 0 |
| Dec 31, 2023 | CALDWELL SUTTER CAPITAL, INC. | 3.1% | 207.76K | 2.55M | 9.8K | +4.95% |
| Dec 31, 2023 | VANGUARD GROUP INC | 4.15% | 277.92K | 3.42M | 0 | 0 |
| Dec 31, 2023 | BANC FUNDS CO LLC | 6.56% | 439.4K | 5.41M | 0 | 0 |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0% | 0 | - | -17.37K | -100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 3 | 37 | 1 | +50.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 37 | 456 | 2 | +5.71% |
| Dec 31, 2023 | UBS GROUP AG | 0.01% | 645 | 7.93K | 476 | +281.66% |