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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | 8.45% | 427,338 | $128,556,091 | -20,851 | -4.65% | $300.83 | 13F |
| BEN | FRANKLIN RESOURCES INC | 7.92% | 5,099,949 | $120,460,795 | -696,626 | -12.02% | $23.62 | 13F |
| IBOC | INTERNATIONAL BANCSHARES COR | 5.81% | 1,312,674 | $88,329,833 | -211,671 | -13.89% | $67.29 | 13F |
| WT | WISDOMTREE INC | 5.73% | 5,987,605 | $87,179,529 | -162,506 | -2.64% | $14.56 | 13F |
| TCBI | TEXAS CAP BANCSHARES INC | 2.5% | 400,000 | $37,952,000 | -275,833 | -40.81% | $94.88 | 13F |
| ARX | ACCELERANT HOLDINGS | 1.74% | 1,980,211 | $26,455,619 | -458,883 | -18.81% | $13.36 | 13F |
| OMF | ONEMAIN HLDGS INC | 1.02% | 290,665 | $15,547,671 | -1,072,269 | -78.67% | $53.49 | 13F |
| BRBS | BLUE RIDGE BANKSHARES INC VA | 0.75% | 2,703,441 | $11,354,452 | -2,234,532 | -45.25% | $4.2 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.22% | 259,577 | $3,340,756 | -630,984 | -70.85% | $12.87 | 13F |
| DAVE | DAVE INC | 0.14% | 12,649 | $2,202,064 | -49,852 | -79.76% | $174.09 | 13F |
| SLNH | SOLUNA HOLDINGS INC | 0.00111% | 23,934 | $16,917 | -5,435 | -18.51% | $0.71 | 13F |