CJMB · Callan Jmb Inc. · Shareholders & Ownership
Substantial doubt about the company's ability to continue as a going concern.
“These conditions raise substantial doubt about the Company's ability to continue as a going concern within one year after the date these condensed consolidated financial statements are issued. Accordingly, the Company, as a result of the conditions identified and the uncertainty of achievability of management's plans, substantial doubt about the Company's ability to continue as a going concern is not alleviated.”View the 10-Q filed Aug 14, 2026
Every disclosed holder of CJMB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CJMB
13F quarter Jun 30, 2026| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 622,715 | 10.83% |
| Insiders (Forms 3, 4, 5) | 3,106,625 | 54.01% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 2,023,028 | 35.17% |
| Registered funds (N-PORT, not summed) | 26,978 | 0.47% |
Shares outstanding: 5,752,368, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CJMB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Williams Wayne D
Insider
CIK 2045232 · Dec 16, 2025
Director, CEO, Chairman and President, 10% Owner, issuer-wide
|
2,293,113 | ||
| 2 |
|
800,000 | ||
| 3 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
|
255,693 | ||
| 4 |
BARD ASSOCIATES INC
13F
CIK 1105907 · Registered investment adviser · Jun 30, 2026
|
229,250 | ||
| 5 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
|
32,086 | ||
| 6 |
AXXCESS WEALTH MANAGEMENT, LLC
13F
CIK 1911056 · Registered investment adviser · Jun 30, 2026
|
25,000 | ||
| 7 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
18,248 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
|
15,672 | ||
| 9 |
Financial Plan, Inc.
13F
CIK 2107584 · Registered investment adviser · Jun 30, 2026
|
13,500 | ||
| 10 |
CITIGROUP INC
13F
CIK 831001 · Bank · Jun 30, 2026
|
13,423 | ||
| 11 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
|
12,500 | ||
| 12 |
|
12,000 | ||
| 13 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
|
11,287 | ||
| 14 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
|
6,664 | ||
| 15 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
6,664 | ||
| 16 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
|
5,643 | ||
| 17 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
2,066 | ||
| 18 |
Qsemble Capital Management, LP
13F
CIK 1766159 · Registered investment adviser · Jun 30, 2026
|
1,561 | ||
| 19 |
|
1,512 | ||
| 20 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
|
434 | ||
| 21 |
BARCLAYS PLC
13F
CIK 312069 · Bank · Jun 30, 2026
|
1 | ||
| 22 |
Caitong International Asset Management Co., Ltd
13F
CIK 1963355 · Unknown · Jun 30, 2026
|
1 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.