How many institutions own BRBS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BRBS shares is 120, representing 37.33% of the company's common stock.

Who are the major shareholders selling Blue Ridge Bankshares, Inc. stock?

XTX TOPCO LTD, in the last quarter, reduced its stake in BRBS by -22.05% restricting it's holding to 31.11 thousand shares of worth nearly $132.83M. DEUTSCHE BANK AG\ also lessened -25.91% of the BRBS shares from its portfolio, reducing its holding to 46.83 thousand shares of worth $199.95K. RHUMBLINE ADVISERS also shunned BRBS shares holding by -17.37% last quarter which brought its holding to 51.41 thousand shares worth $219.49M.

Investors who are buying BRBS stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in BRBS by 6.19% in the last quarter. The institutional holder raised its holding to 34.31 thousand shares having worth more than $146.50K. WELLS FARGO & COMPANY/MN also added 43.96% more shares of BRBS to its portfolio, raising its holding to 78.31 thousand shares of worth $334.39K. HERITAGE WEALTH ADVISORS also increased its BRBS shares holding by 0.01% which brought its holding to 78.32 thousand shares worth $334.41M.

BRBS's major insiders: who are they?

The insider with the most stakes in BRBS is Spurzem Richard T , 10 percent owner at the company. Additionally, BRBS stock is highly held by director Woodruff Carolyn J. and director Holzwarth Andrew C. among others.

Did an insider recently sell BRBS stock?

Company executives, directors, and other insiders own 27.73% percent of Blue Ridge Bankshares, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which BRBS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include RAYNOR BRETT and WOODRUFF CAROLYN J..

Which insider recently purchased BRBS stock?

There have been 0 transaction(s) during the past 6-months in which Blue Ridge Bankshares, Inc. insiders have bought stock, totalling 0 shares

How much of BRBS does insiders own?

Around 0 Blue Ridge Bankshares, Inc. shares are held by insiders, which represents about 27.73% of BRBS stock.

Who is the insider with the largest stake?

BRBS 10 percent owner, Spurzem Richard T holds the largest portfolio of the company's shares. BRBS shares owned by Spurzem total nearly 753.65 thousand.

Which institution holds the most shares in BRBS?

XTX TOPCO LTD is the largest institutional owner in BRBS which holds 31.11 thousand shares worth $132.83M or 0.03% of the total BRBS shares outstanding followed by LPL FINANCIAL LLC with ownership of 34.31 thousand shares representing 0.03% of the BRBS ownership. METLIFE INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 41.4 thousand shares or 0.04% of the ownership worth more than $176.77K.

Is Blue Ridge Bankshares, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BRBS is concerned, it is a stock which is optionable.

Is there a short position on BRBS's shares?

Number of BRBS shares short is 2.80M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BRBS shares are there?

As of today, 92.13M shares of BRBS are outstanding.

Is there many float in BRBS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BRBS has 62.09M shares in float.

BRBS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BRBS is 7.79.

Blue Ridge Bankshares (BRBS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.03

Short Percent Of Float6.63

Shares Outstanding92.13M

Shares Float62.09M

Shares Short2.80M

Short Ratio7.79

6.63%

Short % of Float

3.03%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

27.73% Percentage of Shares held by All Insiders

37.33% Percentage of Shares held by All Institutions

51.65% Percentage of Float held by Institutions

120

Number of Institutions Holding Shares

Institutional Ownership

About 37.33% of BRBS shares are held by financial institutions. XTX TOPCO LTD is the top corporate investor, holding 31.11K shares valued at $132.83M. A 0.03% stake in Blue Ridge Bankshares, Inc. is owned by the company. LPL FINANCIAL LLC owns 34.31K shares valued at $146.50K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	XTX TOPCO LTD	0.03%	31.11K	132.83M	-8.8K	-22.05%
Dec 31, 2025	LPL FINANCIAL LLC	0.03%	34.31K	146.5K	2K	+6.19%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	41.4K	176.77K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.04%	46.83K	199.95K	-16.38K	-25.91%
Dec 31, 2025	RHUMBLINE ADVISERS	0.05%	51.41K	219.49M	-10.81K	-17.37%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.05%	53.6K	228.87K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.05%	54.04K	230.77K	-7.75K	-12.54%
Dec 31, 2025	PRIVATE CLIENT SERVICES, LLC	0.06%	65.94K	281.56K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	78.31K	334.39K	23.91K	+43.96%
Dec 31, 2025	HERITAGE WEALTH ADVISORS	0.07%	78.32K	334.41M	10	+0.01%
Dec 31, 2025	NUVEEN, LLC	0.08%	86.7K	370.21M	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.1%	103.86K	443.48M	9.21K	+9.73%
Dec 31, 2025	BARCLAYS PLC	0.1%	105.46K	450.32M	10.37K	+10.91%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	115.45K	492.98K	2.45K	+2.17%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.12%	130.3K	556.36M	-86.19K	-39.81%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	134.02K	572.28M	51.58K	+62.57%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	145.99K	623.39M	96.23K	+193.34%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	149.12K	636.73M	49.05K	+49.02%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	3.89K	16.6K	-767	-16.48%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	5.82K	24.85K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	6.56K	28.01K	0	0
Dec 31, 2025	CANNON WEALTH MANAGEMENT SERVICES, LLC	0.01%	10.08K	43.04K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.01%	11.39K	48.64K	1.39K	+13.90%
Dec 31, 2025	ELLERSON GROUP INC /ADV	0.01%	11.5K	49.11K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.01%	14.4K	61.49K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	15.38K	65.66M	-634	-3.96%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	17.91K	76.48K	0	0
Dec 31, 2025	HARBOR ADVISORS LLC	0.02%	21.08K	90.02K	0	0
Dec 31, 2025	ALGEBRIS (UK) LTD	1.17%	1.24M	5.31M	1.24M	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.21%	1.29M	5.49B	34.77K	+2.78%
Dec 31, 2025	BANC FUNDS CO LLC	1.91%	2.03M	8.66M	-115.92K	-5.40%
Dec 31, 2025	VANGUARD GROUP INC	3.13%	3.32M	14.18B	361K	+12.20%
Dec 31, 2025	BLACKROCK, INC.	3.63%	3.86M	16.46B	59.11K	+1.56%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	210.52K	898.9K	0	0
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.21%	225K	960.75K	114.5K	+103.62%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.59%	625.32K	2.67B	53.18K	+9.29%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	13.39K	57.16K	13.39K	+100.00%
Dec 31, 2025	DAVENPORT & CO LLC	0.01%	13.96K	59.62K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.16%	167.21K	713.99K	6.12K	+3.80%
Dec 31, 2025	UBS GROUP AG	0.17%	181.9K	776.7M	144.84K	+390.88%
Dec 31, 2025	ALERUS FINANCIAL NA	0.18%	186.16K	794.92K	-7.82K	-4.03%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.19%	199.51K	851.9K	31.1K	+18.46%
Dec 31, 2025	OPPENHEIMER & CLOSE, LLC	0.19%	200.46K	855.96K	0	0
Dec 31, 2025	GENDELL JEFFREY L	0.2%	214.61K	916.38K	-97.61K	-31.26%
Dec 31, 2025	MORGAN STANLEY	0.24%	259.62K	1.11B	41.77K	+19.17%
Dec 31, 2025	JACOBS ASSET MANAGEMENT, LLC	0.27%	287.38K	1.23M	-120.11K	-29.48%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.45%	481.15K	2.05B	853	+0.18%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.53%	558.87K	51.11B	555.76K	+17,881.72%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.73%	778.27K	3.32M	135.68K	+21.11%
Dec 31, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.94%	998.94K	4.27M	-12.91K	-1.28%
Dec 31, 2025	STATE STREET CORP	1%	1.07M	4.55M	65.78K	+6.58%
Dec 31, 2025	BLUE EDGE CAPITAL, LLC	0.14%	152.51K	651.24K	0	0
Dec 31, 2025	PROSHARE ADVISORS LLC	0.01%	12.33K	52.63K	791	+6.86%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	14.99K	64K	0	0
Dec 31, 2025	SALOMON & LUDWIN, LLC	0.02%	21.28K	91.06K	20.26K	+2,002.37%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.02%	21.43K	91.49K	3.63K	+20.41%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.02%	21.45K	92K	-37.29K	-63.49%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.02%	22.35K	95.43K	-1.39K	-5.86%
Dec 31, 2025	CITADEL ADVISORS LLC	0.02%	23.22K	99.13M	-83.26K	-78.20%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.02%	24.01K	102.54K	1.79K	+8.07%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.03%	22.22K	93.99K	-8.86K	-28.51%
Sep 30, 2025	TRUST CO OF VIRGINIA /VA	0.03%	27.22K	115.12K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.04%	32.31K	136.67K	0	0
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.14%	116.08K	491.03K	39.87K	+52.31%
Sep 30, 2025	ALERUS FINANCIAL NA	0.23%	193.98K	820.54K	-4.86K	-2.44%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.75%	642.59K	2.72M	102.28K	+18.93%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.12%	100.07K	423.29K	5.56K	+5.88%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.26%	225.62K	954.36K	225.62K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.1%	82.44K	348.73K	82.44K	+100.00%
Sep 30, 2025	NUVEEN, LLC	0.1%	86.7K	366.74K	3.28K	+3.93%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.67%	572.15K	2.42M	478.88K	+513.43%
Sep 30, 2025	BARCLAYS PLC	0.11%	95.09K	402.24K	-18.53K	-16.31%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	41.4K	175.11K	41.4K	+100.00%
Sep 30, 2025	HERITAGE WEALTH ADVISORS	0.09%	78.31K	331.23K	0	0
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.11%	94.65K	400.35K	56.01K	+144.95%
Sep 30, 2025	MORGAN STANLEY	0.25%	217.85K	921.51K	-41.33K	-15.95%
Sep 30, 2025	RHUMBLINE ADVISERS	0.07%	62.21K	263.16K	877	+1.43%
Sep 30, 2025	EJF CAPITAL LLC	0.41%	351.83K	1.49M	29.03K	+8.99%
Sep 30, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.04%	34.66K	146.61K	5.8K	+20.11%
Sep 30, 2025	UBS GROUP AG	0.04%	37.06K	156.74K	-77.81K	-67.74%
Sep 30, 2025	STATE STREET CORP	1.16%	999.55K	4.23M	357.59K	+55.70%
Sep 30, 2025	BANC FUNDS CO LLC	2.49%	2.14M	9.07M	-196.95K	-8.41%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.03%	4.33M	18.3M	2.08M	+92.88%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	5.08%	4.37M	18.5M	-155.54K	-3.44%
Sep 30, 2025	AZORA CAPITAL LP	5.2%	4.47M	18.9M	62.75K	+1.42%
Sep 30, 2025	XTX TOPCO LTD	0.05%	39.9K	168.79K	39.9K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	49.77K	210.52K	-91	-0.18%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.06%	53.6K	226.73K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	54.4K	230.1K	10.22K	+23.13%
Sep 30, 2025	JACOBS ASSET MANAGEMENT, LLC	0.47%	407.48K	1.72M	-182.52K	-30.93%
Sep 30, 2025	INVESCO LTD.	0.05%	43.92K	185.79K	2.78K	+6.76%
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.07%	58.74K	248K	13.27K	+29.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.07%	61.79K	261.38K	-26.45K	-29.98%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	63.2K	267.34K	63.19K	+421,240.00%
Sep 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.08%	65.94K	278.92K	0	0
Sep 30, 2025	FIDUCIARY TRUST CO	0.12%	105.46K	446.09K	18.44K	+21.20%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	106.47K	450.39K	106.47K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	113K	477.99K	0	0
Sep 30, 2025	BLUE EDGE CAPITAL, LLC	0.18%	152.51K	645.13K	4.06K	+2.73%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	161.1K	681.43K	6.41K	+4.15%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.2%	168.41K	712.38K	168.41K	+100.00%
Sep 30, 2025	OPPENHEIMER & CLOSE, LLC	0.23%	200.46K	847.95K	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	210.52K	890.48K	8.44K	+4.18%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.25%	216.48K	915.72K	22.51K	+11.60%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.31%	269.67K	1.14M	0	0
Sep 30, 2025	GENDELL JEFFREY L	0.36%	312.22K	1.32M	0	0
Sep 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.18%	1.01M	4.28M	175.96K	+21.05%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.46%	1.25M	5.3M	33.35K	+2.74%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.56%	480.3K	2.03M	78.3K	+19.48%
Sep 30, 2025	VANGUARD GROUP INC	3.44%	2.96M	12.52M	172.74K	+6.20%
Sep 30, 2025	BLACKROCK, INC.	4.41%	3.8M	16.06M	458.17K	+13.72%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.05%	38.94K	165K	6.68K	+20.71%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.13%	110.5K	467.42K	110.5K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.65%	558.12K	2.36M	9.14K	+1.67%
Sep 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.93%	803.45K	3.41M	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	5.71K	24.14K	5.52K	+2,872.40%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	5.82K	24.61K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	6.56K	27.75K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.01%	10K	42.3K	0	0
Sep 30, 2025	CANNON WEALTH MANAGEMENT SERVICES, LLC	0.01%	10.08K	42.64K	0	0
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.01%	10.85K	45.91K	37	+0.34%
Sep 30, 2025	ELLERSON GROUP INC /ADV	0.01%	11.5K	48.65K	-11.5K	-50.00%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.01%	11.54K	48.79K	-1.64K	-12.44%
Sep 30, 2025	DAVENPORT & CO LLC	0.02%	13.96K	59.06K	13.96K	+100.00%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.02%	14.4K	60.91K	0	0
Sep 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.02%	14.98K	63.35K	-5K	-25.03%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	14.99K	63.4K	-15.01K	-50.04%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	16.01K	67.73K	8.58K	+115.38%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	17.91K	75.76K	0	0
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.02%	21K	88.83K	0	0
Sep 30, 2025	HARBOR ADVISORS LLC	0.02%	21.08K	89.17K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.42%	1.22M	4.37M	760.31K	+166.01%
Jun 30, 2025	AZORA CAPITAL LP	5.12%	4.41M	15.82M	1.45M	+49.28%
Jun 30, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.97%	835.9K	3M	69.57K	+9.08%
Jun 30, 2025	MORGAN STANLEY	0.3%	259.18K	930.46M	186.33K	+255.77%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	94.51K	339.28M	-174.63K	-64.89%
Jun 30, 2025		0.1%	83.43K	299.5K	83.43K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	79.56K	285.61K	-1.05M	-92.95%
Jun 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.08%	65.94K	236.72K	0	0
Jun 30, 2025	RHUMBLINE ADVISERS	0.07%	61.34K	220.19K	61.34K	+100.00%
Jun 30, 2025	RAFFLES ASSOCIATES LP	0.07%	55.93K	200.8K	-4K	-6.67%
Jun 30, 2025	STATE OF WYOMING	0%	702	2.52K	-1.15K	-62.10%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	466	1.67K	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	5.26%	4.53M	16.26B	113.3K	+2.57%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.03%	29.02K	104.2K	-266.9K	-90.19%
Jun 30, 2025	OCCUDO QUANTITATIVE STRATEGIES LP	0.03%	28.86K	103.59K	-2.56K	-8.14%
Jun 30, 2025	TRUST CO OF VIRGINIA /VA	0.03%	27.22K	97.71K	27.22K	+100.00%
Jun 30, 2025	ELLERSON GROUP INC /ADV	0.03%	23K	82.57K	23K	+100.00%
Jun 30, 2025	HARBOR ADVISORS LLC	0.02%	21.08K	75.68K	0	0
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.02%	21K	76.44K	21K	+100.00%
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.02%	20K	71.8K	0	0
Jun 30, 2025	ARCUS CAPITAL PARTNERS, LLC	0.02%	19.98K	71.72K	5.61K	+39.04%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.02%	14.4K	51.7K	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.01%	12.5K	44.88K	12.5K	+100.00%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.01%	10.82K	38.83K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	7.43K	26.69M	6.05K	+436.36%
Jun 30, 2025	MV CAPITAL MANAGEMENT, INC.	0.01%	6.45K	23.16K	0	0
Jun 30, 2025	FMR LLC	0%	4.24K	15.2M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	4.01K	14.39M	4.01K	+100.00%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	2.5K	8.98K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	1.73K	6.23K	1.73K	+100.00%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0%	1.01K	3.55K	0	0
Jun 30, 2025	BLACKROCK, INC.	3.88%	3.34M	11.99M	2.67M	+398.07%
Jun 30, 2025	BANC FUNDS CO LLC	2.72%	2.34M	8.41M	-165K	-6.58%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.61%	2.24M	8.05M	2.24M	+100.00%
Jun 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	1.76%	1.52M	5.44M	1.52M	+100.00%
Jun 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.93%	803.45K	2.88M	-404K	-33.46%
Jun 30, 2025	JACOBS ASSET MANAGEMENT, LLC	0.69%	590K	2.12M	165K	+38.82%
Jun 30, 2025	NORTHERN TRUST CORP	0.64%	548.97K	1.97M	342.81K	+166.28%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.63%	540.31K	1.94M	213.22K	+65.19%
Jun 30, 2025	OPPENHEIMER & CLOSE, LLC	0.23%	200.46K	719.65K	460	+0.23%
Jun 30, 2025	ALERUS FINANCIAL NA	0.23%	198.84K	713.83K	198.84K	+100.00%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.23%	193.98K	696.37K	3.61K	+1.90%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.09%	76.21K	273.6K	18.6K	+32.28%
Jun 30, 2025	HERITAGE WEALTH ADVISORS	0.09%	78.31K	281.12K	0	0
Jun 30, 2025	RBF CAPITAL, LLC	0.07%	57K	204.63K	-3K	-5.00%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.06%	53.6K	192.42K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	49.86K	179K	20.13K	+67.73%
Jun 30, 2025	GSA CAPITAL PARTNERS LLP	0.05%	45.47K	163K	45.47K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	44.18K	158.61K	41.23K	+1,395.60%
Jun 30, 2025	INVESCO LTD.	0.05%	41.14K	147.7K	41.14K	+100.00%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.04%	38.64K	138.71K	3.61K	+10.31%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	35.15K	126.19K	35.15K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.04%	32.31K	115.99K	-1.75K	-5.14%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.04%	32.26K	116K	32.26K	+100.00%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	31.08K	111.58K	31.08K	+100.00%
Jun 30, 2025	NUVEEN, LLC	0.1%	83.43K	299.5K	83.43K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	3.24%	2.79M	10M	465.43K	+20.05%
Jun 30, 2025	BLACKBARN CAPITAL PARTNERS LP	2.75%	2.37M	8.5M	-1.95M	-45.14%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.47%	402K	1.44M	-35.8K	-8.18%
Jun 30, 2025	EJF CAPITAL LLC	0.38%	322.81K	1.16M	-144.15K	-30.87%
Jun 30, 2025	GENDELL JEFFREY L	0.36%	312.22K	1.12M	31.25K	+11.12%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.31%	269.67K	968.13K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	202.07K	725.45K	161.48K	+397.76%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	154.68K	555.32K	154.68K	+100.00%
Jun 30, 2025	BLUE EDGE CAPITAL, LLC	0.17%	148.46K	532.96K	18.46K	+14.20%
Jun 30, 2025	ROYAL BANK OF CANADA	0.15%	129.45K	464K	5.09K	+4.10%
Jun 30, 2025	STATE STREET CORP	0.75%	641.97K	2.3M	453.99K	+241.51%
Jun 30, 2025	UBS GROUP AG	0.13%	114.87K	412.37K	-31.79K	-21.68%
Jun 30, 2025	BARCLAYS PLC	0.13%	113.62K	408K	70.04K	+160.68%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	113K	405.67K	0	0
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	93.27K	334.84K	-84.03K	-47.39%
Jun 30, 2025	JPMORGAN CHASE & CO	0.1%	88.24K	316.79K	35.3K	+66.67%
Jun 30, 2025	FIDUCIARY TRUST CO	0.1%	87.01K	312.38K	1.43K	+1.68%
Jun 30, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.1%	85.67K	307.56K	0	0
Mar 31, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.1%	85.67K	279.29K	-24.67K	-22.36%
Mar 31, 2025	CITADEL ADVISORS LLC	0.11%	92.93K	302.96K	37.97K	+69.08%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.34%	295.92K	964.7K	-239.83K	-44.77%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	1.02%	872.93K	2.85M	574.43K	+192.44%
Mar 31, 2025		0.07%	55.89K	182.2K	55.89K	+100.00%
Mar 31, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.07%	59.08K	193K	59.08K	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.12%	106.83K	348K	106.83K	+100.00%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.07%	57.62K	187.83K	21.1K	+57.80%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	177.3K	577.99K	20.19K	+12.85%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.31%	269.14K	877.39K	81.57K	+43.49%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.31%	269.67K	879.14K	0	0
Mar 31, 2025	GENDELL JEFFREY L	0.33%	280.97K	915.97K	0	0
Mar 31, 2025	VANGUARD GROUP INC	2.7%	2.32M	7.57M	-17.14K	-0.73%
Mar 31, 2025	BANC FUNDS CO LLC	2.91%	2.51M	8.17M	-127.82K	-4.85%
Mar 31, 2025	BLACKBARN CAPITAL PARTNERS LP	5.02%	4.32M	14.07M	-49.56K	-1.14%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	5.13%	4.41M	14.39M	4.02M	+1,018.93%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.31%	1.13M	3.68M	315.06K	+38.74%
Mar 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	1.4%	1.21M	3.15M	404K	+50.28%
Mar 31, 2025	STATE STREET CORP	0.22%	187.98K	612.81K	0	0
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.22%	190.36K	620.59K	6.77K	+3.69%
Mar 31, 2025	BLUE EDGE CAPITAL, LLC	0.15%	130K	423.8K	30K	+30.00%
Mar 31, 2025	UBS GROUP AG	0.17%	146.66K	478.1K	6.51K	+4.65%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.18%	157.4K	513.12K	39.43K	+33.42%
Mar 31, 2025	OPPENHEIMER & CLOSE, LLC	0.23%	200K	652K	200K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.78%	670.3K	2.19M	20.51K	+3.16%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.05%	40.6K	132.35K	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.05%	44K	143.44K	28.3K	+180.25%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.06%	52.09K	169.82K	21.01K	+67.59%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.06%	52.5K	171.68K	-9.15K	-14.83%
Mar 31, 2025	RAFFLES ASSOCIATES LP	0.07%	59.93K	195.39K	0	0
Mar 31, 2025	RBF CAPITAL, LLC	0.07%	60K	195.6K	0	0
Mar 31, 2025	HERITAGE WEALTH ADVISORS	0.09%	78.31K	255.28K	0	0
Mar 31, 2025	BARCLAYS PLC	0.05%	43.59K	142K	-76.11K	-63.58%
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.06%	53.6K	174.74K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.24%	206.17K	672.1K	108.08K	+110.19%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	214.97K	700.8K	63.28K	+41.72%
Mar 31, 2025	JACOBS ASSET MANAGEMENT, LLC	0.49%	425K	1.39M	-31.89K	-6.98%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.51%	437.8K	1.43M	-187.4K	-29.97%
Mar 31, 2025	FOURTHSTONE LLC	0.41%	355.21K	1.16M	355.21K	+100.00%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.53%	457.98K	1.49M	13.13K	+2.95%
Mar 31, 2025	EJF CAPITAL LLC	0.54%	466.95K	1.52M	0	0
Mar 31, 2025	GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	0.89%	766.32K	2.5M	243.84K	+46.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	124.35K	405K	-5K	-3.87%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	113K	368.38K	0	0
Mar 31, 2025	MORGAN STANLEY	0.08%	72.85K	237.5K	22.6K	+44.98%
Mar 31, 2025	PRIVATE CLIENT SERVICES, LLC	0.08%	65.94K	214.96K	0	0
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.38%	327.09K	1.07M	109.68K	+50.45%
Mar 31, 2025	JPMORGAN CHASE & CO	0.06%	52.95K	172.6K	-23.21K	-30.47%
Mar 31, 2025	FIDUCIARY TRUST CO	0.1%	85.58K	278.99K	46.37K	+118.25%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.5%	93.98K	252.8K	-31.29K	-24.98%
Mar 31, 2024	HERITAGE WEALTH ADVISORS	0.41%	78.31K	210.64K	-500	-0.63%
Mar 31, 2024	BANC FUNDS CO LLC	5.95%	1.13M	3.03M	-2M	-63.95%
Mar 31, 2024	BLACKROCK INC.	6.04%	1.14M	3.08M	-54.39K	-4.54%
Mar 31, 2024	DAVIS CAPITAL MANAGEMENT	0%	100	286	100	+100.00%
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	0%	192	509	192	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	192	516	192	+100.00%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0%	209	1K	209	+100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	336	961	336	+100.00%
Mar 31, 2024	AMALGAMATED BANK	0%	604	2K	-995	-62.23%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	931	2.82K	0	0
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.01%	1.01K	2.73K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.36K	3.66M	0	0
Mar 31, 2024	SIMPLEX TRADING, LLC	0.01%	1.47K	3K	-3.99K	-73.14%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.58K	4.25K	1.5K	+2,004.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	1.71K	4.6M	0	0
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0.01%	2K	5.38K	0	0
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.01%	2.22K	5.96K	-200	-8.27%
Mar 31, 2024	TOTH FINANCIAL ADVISORY CORP	0.01%	2.5K	6.73K	2.5K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	2.59K	7K	550	+27.00%
Mar 31, 2024	CITIGROUP INC	0.02%	3.61K	9.72K	1.09K	+42.94%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	3.8K	10.22K	26	+0.69%
Mar 31, 2024	FMR LLC	0.03%	5.06K	13.6K	496	+10.88%
Mar 31, 2024	CITADEL ADVISORS LLC	0.03%	5.8K	15.6K	-6.8K	-53.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	6.28K	16.89K	808	+14.77%
Mar 31, 2024	MV CAPITAL MANAGEMENT, INC.	0.03%	6.45K	17.35K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	7.64K	20.56K	-3.79K	-33.12%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	8.79K	23.65K	-75	-0.85%
Mar 31, 2024	DAVENPORT & CO LLC	0.06%	10.61K	28.55K	-2.44K	-18.71%
Mar 31, 2024	JOURNEY STRATEGIC WEALTH LLC	0.06%	10.82K	29.1K	10.82K	+100.00%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.06%	10.9K	29.32K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	0.06%	11.51K	30.95K	-41.52K	-78.30%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	11.6K	31K	11.6K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	11.63K	31.28K	-9.65K	-45.36%
Mar 31, 2024	LPL FINANCIAL LLC	0.07%	12.72K	34.22K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.07%	12.93K	34.78K	-21.37K	-62.30%
Mar 31, 2024	HAYEK KALLEN INVESTMENT MANAGEMENT	0.07%	13.23K	36K	0	0
Mar 31, 2024	DEUTSCHE BANK AG\	0.08%	14.84K	39.92K	12.58K	+557.80%
Mar 31, 2024	MARINER, LLC	0.09%	17.37K	46.72K	-2.31K	-11.72%
Mar 31, 2024	UBS GROUP AG	0.09%	17.68K	47.56K	-2.03K	-10.29%
Mar 31, 2024	HARBOR ADVISORS LLC	0.11%	21.08K	56.71K	0	0
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.12%	22.96K	61.77K	-8.96K	-28.07%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.13%	23.76K	63.91K	-37.69K	-61.34%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	27.42K	73.74K	640	+2.39%
Mar 31, 2024	EJF CAPITAL LLC	0.16%	29.65K	79.77K	-970.35K	-97.03%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.21%	39.37K	106K	10.77K	+37.63%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	40.46K	108.83K	-5.5K	-11.97%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.27%	50.68K	136.32K	-748	-1.45%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.28%	53.61K	144.22K	4.03K	+8.12%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.28%	53.61K	144.22K	-119.31K	-69.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.31%	58.19K	156.53K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	60.21K	161.95K	45.83K	+318.88%
Mar 31, 2024	INVESCO LTD.	0.32%	60.44K	162.59K	60.44K	+100.00%
Mar 31, 2024	PRIVATE CLIENT SERVICES, LLC	0.35%	65.94K	177.37K	0	0
Mar 31, 2024	ALPINE GLOBAL MANAGEMENT, LLC	0.41%	76.9K	206.86K	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.42%	80.05K	215K	38.55K	+92.89%
Mar 31, 2024	CUTLER CAPITAL MANAGEMENT, LLC	0.44%	84.2K	226.49K	17.79K	+26.79%
Mar 31, 2024	MORGAN STANLEY	0.88%	166.04K	446.64K	-195.08K	-54.02%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.24%	233.96K	629.35K	1.74K	+0.75%
Mar 31, 2024	STATE STREET CORP	1.43%	271.24K	729.64K	0	0
Mar 31, 2024	PETIOLE USA LTD	1.45%	274.78K	739.15K	0	0
Mar 31, 2024	GENDELL JEFFREY L	1.48%	281.22K	756.49K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.82%	343.8K	924.92K	15.92K	+4.85%
Mar 31, 2024	VANGUARD GROUP INC	4.51%	853.53K	2.3M	8.06K	+0.95%
Mar 31, 2024	BARCLAYS PLC	0.06%	11.93K	32K	-12.24K	-50.66%
Mar 31, 2024	NORTHERN TRUST CORP	0.71%	134.17K	360.91K	4.82K	+3.72%
Dec 31, 2023	SIMPLICITY WEALTH,LLC	0.06%	12.34K	37.38K	12.34K	+100.00%
Dec 31, 2023	FOURTHSTONE LLC	8.5%	1.62M	4.89M	-280.76K	-14.81%
Dec 31, 2023	BANC FUNDS CO LLC	16.45%	3.13M	9.48M	2M	+177.40%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.05%	8.69K	26K	-48.91K	-84.92%
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	12.72K	38.55K	12.72K	+100.00%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	8.87K	26.87K	80	+0.91%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	0.23%	44.22K	133.99K	44.22K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.22%	41.5K	126K	25.3K	+156.17%
Dec 31, 2023	STRS OHIO	0.2%	37.1K	112K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	34.3K	103.92K	16.04K	+87.88%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.17%	31.92K	96.73K	-16.41K	-33.95%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.15%	28.61K	87K	28.61K	+100.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	26.78K	81.12K	366	+1.39%
Dec 31, 2023	BARCLAYS PLC	0.13%	24.17K	74K	20.6K	+576.87%
Dec 31, 2023	HARBOR ADVISORS LLC	0.11%	21.08K	63.88K	0	0
Dec 31, 2023	OCCUDO QUANTITATIVE STRATEGIES LP	0.11%	20.15K	61.04K	20.15K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.1%	19.71K	59.72K	9.88K	+100.45%
Dec 31, 2023	MARINER, LLC	0.1%	19.67K	59.61K	19.67K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.08%	15.07K	45.67K	15.07K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.08%	14.37K	43.55K	14.37K	+100.00%
Dec 31, 2023	HAYEK KALLEN INVESTMENT MANAGEMENT	0.07%	13.23K	40K	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	10.16K	31K	10.16K	+100.00%
Dec 31, 2023	HRT FINANCIAL LP	0.06%	10.77K	32K	10.77K	+100.00%
Dec 31, 2023	DAVENPORT & CO LLC	0.07%	13.06K	39.56K	13.06K	+100.00%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.06%	10.9K	33.03K	10.9K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.9%	361.12K	1.09M	229.05K	+173.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.72%	327.88K	993.59K	11.6K	+3.67%
Dec 31, 2023	GENDELL JEFFREY L	1.48%	281.22K	852.11K	183.36K	+187.37%
Dec 31, 2023	PETIOLE USA LTD	1.45%	274.78K	832.57K	0	0
Dec 31, 2023	STATE STREET CORP	1.43%	271.24K	821.86K	0	0
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.22%	232.22K	703.62K	-251.11K	-51.95%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.91%	172.92K	523.94K	14.82K	+9.37%
Dec 31, 2023	NORTHERN TRUST CORP	0.68%	129.35K	391.92K	-7.24K	-5.30%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.66%	125.26K	379.54K	-36.65K	-22.63%
Dec 31, 2023	HERITAGE WEALTH ADVISORS	0.41%	78.81K	238.78K	-70.93K	-47.37%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.4%	76.9K	233.01K	76.9K	+100.00%
Dec 31, 2023	CUTLER CAPITAL MANAGEMENT, LLC	0.35%	66.4K	201.2K	-294	-0.44%
Dec 31, 2023		0.35%	65.94K	199.79K	65.94K	+100.00%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.32%	61.45K	186.2K	61.45K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.07%	12.6K	38.18K	12.6K	+100.00%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.31%	58.19K	176.32K	22.85K	+64.65%
Dec 31, 2023	VANGUARD GROUP INC	4.45%	845.47K	2.56M	5.84K	+0.70%
Dec 31, 2023	JANE STREET GROUP, LLC	0.28%	53.03K	160.67K	36.93K	+229.50%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.27%	51.43K	155.82K	2.25K	+4.58%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.26%	49.59K	150.25M	4.42K	+9.78%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	45.96K	139.26K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.06%	11.43K	34.62K	0	0
Dec 31, 2023	EJF CAPITAL LLC	5.26%	1M	3.03M	1M	+100.00%
Dec 31, 2023	BLACKROCK INC.	6.3%	1.2M	3.63M	171.41K	+16.70%

Insiders

Among the BRBS insiders holding of 27.73% of the stake in company, SPURZEM RICHARD T, 10 percent owner, holds the largest shares of 753.65K. WOODRUFF CAROLYN J., director, is the second largest BRBS insider with ownership of 138.18K shares. HOLZWARTH ANDREW C., director, stands third with possession of 119.8K shares of that stake.

Insiders	Designation	Shares Held
SPURZEM RICHARD T	10 percent owner	753.65K
WOODRUFF CAROLYN J.	director	138.18K
HOLZWARTH ANDREW C.	director	119.8K
PLUM BRIAN K.	CEO & President	111.47K
FARMAR RICHARD A III	director	39.84K
SISK MARK W. SR.	director	24.66K
DEES LARRY	director	13.99K
BURGER ROBERT B.	director	12.53K
RAYNOR BRETT	Chief Accounting Officer	7.83K
BEALE G WILLIAM	President & CEO	100
SPILMAN VANCE H	director	25
GAVANT JUDY CAROL	EVP & Chief Financial Officer	25
BOST HUNTER H.	director	25
DEAN MENSEL D	director	25
STOKES WILLIAM W.	director	20
JANNEY ROBERT S.	director	10
COZART HEATHER	director	10
PATTERSON JULIEN G	director	10
JONES OTIS	director	2
REYNOLDS RANDOLPH N JR	director	2
CROWTHER ELIZABETH HINTON	director	1

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 10, 2025	RAYNOR BRETT	SALE	3.34	2K	6.68K	7.83K
Mar 04, 2025	WOODRUFF CAROLYN J.	SALE	3.75	8.92K	33.47K	138.18K
Feb 20, 2025	WOODRUFF CAROLYN J.	SALE	3.75	2.55K	9.56K	147.1K
Apr 03, 2024	BEALE G WILLIAM	PURCHASE	2.50	100	250	100
Apr 03, 2024	BOST HUNTER H.	PURCHASE	2.50	25	62.5	25
Apr 03, 2024	GAVANT JUDY CAROL	PURCHASE	2.50	25	62.5	25
Apr 03, 2024	JANNEY ROBERT S.	PURCHASE	2.50	10	25	10
Apr 03, 2024	PATTERSON JULIEN G	PURCHASE	2.50	10	25	10
Apr 03, 2024	DEAN MENSEL D	PURCHASE	2.50	25	62.5	25
Apr 03, 2024	REYNOLDS RANDOLPH N JR	PURCHASE	2.50	2	5	2
Apr 03, 2024	WOODRUFF CAROLYN J.	PURCHASE	2.50	15	37.5	15
Apr 03, 2024	CROWTHER ELIZABETH HINTON	PURCHASE	2.50	1	2.5	1
Apr 03, 2024	JONES OTIS	PURCHASE	2.50	2	5	2
Apr 03, 2024	COZART HEATHER	PURCHASE	2.50	10	25	10
Apr 03, 2024	SPILMAN VANCE H	PURCHASE	2.50	25	62.5	25
Apr 03, 2024	STOKES WILLIAM W.	PURCHASE	2.50	20	50	20
May 25, 2023	BEALE G WILLIAM	PURCHASE	9.00	3K	27K	10K
May 23, 2023	BEALE G WILLIAM	PURCHASE	8.98	3K	26.93K	7K
May 16, 2023	SPILMAN VANCE H	PURCHASE	7.87	1K	7.87K	26.49K
May 15, 2023	HOLZWARTH ANDREW C.	PURCHASE	7.90	1.2K	9.48K	119.8K
May 15, 2023	BEALE G WILLIAM	PURCHASE	7.97	2K	15.94K	4K
May 12, 2023	HOLZWARTH ANDREW C.	PURCHASE	7.79	1.84K	14.32K	118.6K
May 11, 2023	HOLZWARTH ANDREW C.	PURCHASE	7.79	3.6K	28.01K	116.76K
May 11, 2023	WOODRUFF CAROLYN J.	PURCHASE	8.20	2K	16.4K	72.67K
May 10, 2023	FARMAR RICHARD A III	PURCHASE	7.74	6.5K	50.29K	39.84K
May 10, 2023	HOLZWARTH ANDREW C.	PURCHASE	7.79	6.03K	46.93K	113.16K
May 10, 2023	REYNOLDS RANDOLPH N JR	PURCHASE	7.73	3.85K	29.75K	20.16K
May 10, 2023	BEALE G WILLIAM	PURCHASE	8.12	2K	16.23K	2K
May 10, 2023	STOKES WILLIAM W.	PURCHASE	7.73	1.5K	11.6K	24.21K
May 10, 2023	DEES LARRY	PURCHASE	8.35	1K	8.35K	13.99K
May 10, 2023	DEAN MENSEL D	PURCHASE	7.98	2.5K	19.95K	2.5K
May 10, 2023	BOST HUNTER H.	PURCHASE	7.86	2.6K	20.44K	48.3K
Dec 13, 2022	PATTERSON JULIEN G	PURCHASE	13.72	2.07K	28.45K	284.68K
Dec 12, 2022	PATTERSON JULIEN G	PURCHASE	13.65	1.35K	18.48K	282.6K
Dec 06, 2022	PATTERSON JULIEN G	PURCHASE	12.76	2.07K	26.43K	281.25K
Dec 05, 2022	PATTERSON JULIEN G	PURCHASE	12.73	2K	25.46K	279.18K
Nov 08, 2022	WOODRUFF CAROLYN J.	PURCHASE	12.99	2.3K	29.93K	73.6K
Nov 07, 2022	GAVANT JUDY CAROL	PURCHASE	13.10	1K	13.1K	35.5K
Nov 07, 2022	CROWTHER ELIZABETH HINTON	PURCHASE	13.37	400	5.35K	11.72K
Nov 02, 2022	PLUM BRIAN K.	PURCHASE	12.82	4K	51.28K	111.47K
May 17, 2022	DEAN MENSEL D	PURCHASE	14.24	7.2K	102.53K	86.58K
May 17, 2022	PLUM BRIAN K.	PURCHASE	14.28	2K	28.56K	90K
Mar 09, 2022	BOST HUNTER H.	PURCHASE	15.69	250	3.92K	42.96K
Mar 07, 2022	SPILMAN VANCE H	PURCHASE	15.41	3K	46.22K	22.12K
Mar 07, 2022	HOLZWARTH ANDREW C.	PURCHASE	15.43	5K	77.17K	108.64K
Mar 02, 2022	HOLZWARTH ANDREW C.	PURCHASE	16.33	10K	163.29K	10K
Mar 01, 2022	DEAN MENSEL D	PURCHASE	16.00	6K	96K	79.38K
Feb 28, 2022	REYNOLDS RANDOLPH N JR	PURCHASE	16.06	850	13.65K	13.99K
Feb 25, 2022	DEAN MENSEL D	PURCHASE	16.39	1K	16.39K	73.38K
Feb 23, 2022	PLUM BRIAN K.	PURCHASE	16.56	3K	49.69K	88K
Feb 10, 2022	WOODRUFF CAROLYN J.	PURCHASE	17.17	1K	17.17K	62.69K
Feb 09, 2022	STOKES WILLIAM W.	PURCHASE	17.45	1K	17.45K	18.04K
Feb 03, 2022	PLUM BRIAN K.	PURCHASE	17.36	2K	34.72K	85K
Feb 09, 2021	FARMAR RICHARD A III	PURCHASE	19.69	505	9.94K	26.72K
Nov 05, 2020	WOODRUFF CAROLYN J.	PURCHASE	14.17	1.07K	15.16K	38.79K
Nov 05, 2020	STOKES WILLIAM W.	PURCHASE	14.16	1K	14.16K	9.59K
Nov 04, 2020	STOKES WILLIAM W.	PURCHASE	14.16	1K	14.16K	8.59K
Nov 03, 2020	JANNEY ROBERT S.	PURCHASE	14.10	376	5.3K	20.92K
Nov 02, 2020	BOST HUNTER H.	PURCHASE	14.00	1K	14K	26.77K
Nov 02, 2020	DEAN MENSEL D	PURCHASE	13.98	5K	69.9K	47K
Aug 12, 2020	SPURZEM RICHARD T	PURCHASE	14.45	1K	14.45K	753.65K
Aug 11, 2020	SPURZEM RICHARD T	PURCHASE	14.50	700	10.15K	752.65K
Aug 05, 2020	SPURZEM RICHARD T	PURCHASE	14.99	2.2K	32.98K	751.95K
Jul 06, 2020	SPURZEM RICHARD T	PURCHASE	14.76	3.28K	48.43K	749.75K
Jun 26, 2020	SPURZEM RICHARD T	PURCHASE	15.15	1.35K	20.41K	746.47K
Jun 25, 2020	SPURZEM RICHARD T	PURCHASE	15.15	3	45.45	745.12K
Jun 15, 2020	SPURZEM RICHARD T	PURCHASE	15.10	1	15.1	745.12K
Jun 12, 2020	SPURZEM RICHARD T	PURCHASE	15.15	856	12.96K	745.12K
Jun 11, 2020	WOODRUFF CAROLYN J.	PURCHASE	15.50	417	6.46K	37.72K
Jun 10, 2020	BURGER ROBERT B.	PURCHASE	15.68	200	3.14K	12.53K
Jun 10, 2020	WOODRUFF CAROLYN J.	PURCHASE	15.50	1.38K	21.31K	37.3K
Jun 08, 2020	DEAN MENSEL D	PURCHASE	15.82	1.78K	28.08K	42K
Jun 08, 2020	WOODRUFF CAROLYN J.	PURCHASE	16.29	150	2.44K	35.93K
Jun 05, 2020	WOODRUFF CAROLYN J.	PURCHASE	15.54	188	2.92K	35.78K
Jun 05, 2020	DEAN MENSEL D	PURCHASE	15.50	225	3.49K	40.23K
Jun 04, 2020	WOODRUFF CAROLYN J.	PURCHASE	15.50	1.33K	20.66K	35.59K
Jun 03, 2020	SISK MARK W. SR.	PURCHASE	14.96	1K	14.96K	24.66K
Jun 03, 2020	WOODRUFF CAROLYN J.	PURCHASE	15.49	800	12.39K	34.26K
Jun 03, 2020	JANNEY ROBERT S.	PURCHASE	14.97	525	7.86K	20.54K
Jun 03, 2020	PLUM BRIAN K.	PURCHASE	14.99	1K	14.99K	33.5K
May 14, 2020	SPURZEM RICHARD T	PURCHASE	15.04	5.6K	84.24K	744.26K
May 13, 2020	SPURZEM RICHARD T	PURCHASE	15.06	1.2K	18.08K	738.66K
Apr 21, 2020	SPURZEM RICHARD T	PURCHASE	16.00	3.7K	59.2K	737.46K
Apr 15, 2020	SPURZEM RICHARD T	PURCHASE	15.90	1.31K	20.88K	733.76K
Apr 14, 2020	SPURZEM RICHARD T	PURCHASE	15.90	2.5K	39.76K	732.45K
Apr 08, 2020	SPURZEM RICHARD T	PURCHASE	16.00	2.29K	36.64K	729.95K
Apr 06, 2020	SPURZEM RICHARD T	PURCHASE	15.95	4.88K	77.8K	727.66K
Mar 27, 2020	SPURZEM RICHARD T	PURCHASE	15.94	2.55K	40.59K	722.78K
Mar 26, 2020	SPURZEM RICHARD T	PURCHASE	15.45	1.43K	22.15K	720.23K
Mar 18, 2020	SPURZEM RICHARD T	PURCHASE	16.40	1K	16.4K	5.89K
Mar 17, 2020	SPURZEM RICHARD T	PURCHASE	16.65	200	3.33K	718.8K
Mar 05, 2020	SPURZEM RICHARD T	PURCHASE	19.85	1K	19.85K	718.6K
Feb 28, 2020	SPURZEM RICHARD T	PURCHASE	20.15	4.68K	94.2K	717.6K
Feb 12, 2020	SPURZEM RICHARD T	PURCHASE	21.05	100	2.11K	712.93K
Jan 08, 2020	BURGER ROBERT B.	PURCHASE	15.93	300	4.78K	12.33K
Dec 24, 2019	SPURZEM RICHARD T	PURCHASE	20.71	2K	41.46K	712.83K

Frequently Asked Questions