STONECASTLE FINL CORP

Ticker: BANX CUSIP: 861780104 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ArrowMark Colorado Holdings LLC808,076$17,632
STIFEL FINANCIAL CORP155,804$3,400
RAYMOND JAMES FINANCIAL INC155,384$3,390
Noble Wealth Management PBC80,711$1,761
Closed-End Fund Advisors, Inc.69,337$1,513
OSAIC HOLDINGS, INC.46,816$1,022
Everstar Asset Management, LLC46,192$1,000
MORGAN STANLEY32,001$698
Capital Investment Advisors, LLC25,996$567
OPPENHEIMER & CO INC22,547$492
Falcon Wealth Planning17,564$383
Catalina Capital Group, LLC15,708$343
Rockefeller Capital Management L.P.14,762$322
Accurate Wealth Management, LLC14,516$320
Private Advisor Group, LLC11,011$240
Oxbow Advisors, LLC10,890$238
Cambridge Investment Research Advisors, Inc.10,178$0
MAI Capital Management5,250$115
BANK OF AMERICA CORP /DE/5,050$110
TRUST CO OF VERMONT1,750$38
ROYAL BANK OF CANADA1,030$22
UBS Group AG967$21
CALDWELL SUTTER CAPITAL, INC.693$15
Global Wealth Strategies & Associates511$11
BRYN MAWR TRUST Co500$11
Sound Income Strategies, LLC449$10
BARD ASSOCIATES INC370$8
Allworth Financial LP200$4
Newbridge Financial Services Group, Inc.200$4
HIGHLINE WEALTH PARTNERS LLC135$3
Russell Investments Group, Ltd.38$1
SBI Securities Co., Ltd.4$0
WELLS FARGO & COMPANY/MN1$0
Total (33 institutions)1,554,641$33,696