Total Wealth Planning & Management, Inc.

Position in OZK — Bank OZK

CIK 2058383 Ponte Vedra Beach, FL

Position in OZK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$712,122

+$172,456 QoQ

Shares Held

13,671

+16.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#269

of 526 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $1,469,720 across 3 Banks - Regional names. OZK ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK This page	13,671	$712,122
2	TFC	Truist Financial Corp	8,500	$423,470
3	NECB	NorthEast Community Bancorp, Inc./MD/	12,045	$334,128

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,122	13,671	+16.2%	Shares	Sole	2026-07-28
2026-03-31	$539,666	11,760	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.