Arkadios Wealth Advisors
· New
Change
+89K
Date
Q1 2026
CM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
· New
Change
+89K
Date
Q1 2026
|
Arkadios Wealth Advisors | New· Q1 2026 | – | +89K | – | Q1 2026 | |||||
|
Sound Income Strategies, LLC
· New
Change
+10
Date
Q1 2026
|
Sound Income Strategies, LLC | New· Q1 2026 | – | +10 | – | Q1 2026 | |||||
|
Caldwell Sutter Capital, Inc.
· New
Change
+8
Date
Q1 2026
|
Caldwell Sutter Capital, Inc. | New· Q1 2026 | – | +8 | – | Q1 2026 | |||||
|
Tidemark, LLC
· New
Change
+5
Date
Q1 2026
|
Tidemark, LLC | New· Q1 2026 | – | +5 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Bryant John Hope
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-86
|
Bryant John Hope | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -86 | – | 1 | −98.9% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Edwards Marcie L.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-86
|
Edwards Marcie L. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -86 | – | 2 | −97.7% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Wong Elaine Y.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-86
|
Wong Elaine Y. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -86 | – | 1 | −98.9% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Bech Douglas Y.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-86
|
Bech Douglas Y. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -86 | – | 1 | −98.9% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Ressler Richard S.
· Director
4 operations
8.8M
|
Ressler Richard S. | Director | 4 operations | – | 8.8M | – | 270K | – | Mar 16, 2026 | Mar 18, 2026 | |||||||||
|
Kuba Shaul
· Director
4 operations
8.8M
|
Kuba Shaul | Director | 4 operations | – | 8.8M | – | 8.2M | – | Mar 16, 2026 | Mar 18, 2026 | |||||||||
|
Shemesh Avraham
· Director
4 operations
8.8M
|
Shemesh Avraham | Director | 4 operations | – | 8.8M | – | 270K | – | Mar 16, 2026 | Mar 18, 2026 | |||||||||
|
Wong Elaine Y.
· Director
Grant (A)
9K
|
Wong Elaine Y. | Director | Grant (A) | – | 9K | – | 9K | – | Aug 4, 2025 | Sep 11, 2025 | |||||||||
|
Bech Douglas Y.
· Director
Grant (A)
9K
|
Bech Douglas Y. | Director | Grant (A) | – | 9K | – | 9K | – | Aug 4, 2025 | Sep 11, 2025 | |||||||||
|
Edwards Marcie L.
· Director
Grant (A)
9K
|
Edwards Marcie L. | Director | Grant (A) | – | 9K | – | 9K | – | Aug 4, 2025 | Sep 11, 2025 | |||||||||
|
Bryant John Hope
· Director
Grant (A)
9K
|
Bryant John Hope | Director | Grant (A) | – | 9K | – | 9K | – | Aug 4, 2025 | Sep 11, 2025 | |||||||||
4 reporting institutions disclosed CMCT position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.