How many institutions own SFST 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 SFST shares is 160, representing 81.83% of the company's common stock.

Who are the major shareholders selling Southern First Bancshares, Inc. stock?

SEACREST WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in SFST by -13.88% restricting it's holding to 8.04 thousand shares of worth nearly $419.66K. ROYAL BANK OF CANADA also lessened -2.41% of the SFST shares from its portfolio, reducing its holding to 9.16 thousand shares of worth $472.00K. FOSTER VICTOR WEALTH ADVISORS, LLC also shunned SFST shares holding by -7.47% last quarter which brought its holding to 9.29 thousand shares worth $517.68K.

Investors who are buying SFST stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in SFST by 24.69% in the last quarter. The institutional holder raised its holding to 10.22 thousand shares having worth more than $526.33M. WELLS FARGO & COMPANY/MN also added 20.27% more shares of SFST to its portfolio, raising its holding to 11.03 thousand shares of worth $567.99K. JANE STREET GROUP, LLC also increased its SFST shares holding by 8.97% which brought its holding to 16.96 thousand shares worth $873.88K.

SFST's major insiders: who are they?

The insider with the most stakes in SFST is SEAVER R ARTHUR JR , Chief Executive Officer at the company. Additionally, SFST stock is highly held by director COTHRAN MARK A and director CUBBAGE LEIGHTON M among others.

Did an insider recently sell SFST stock?

Company executives, directors, and other insiders own 6.21% percent of Southern First Bancshares, Inc.'s stock. Within the last six months, there have been 4 transaction(s) in which SFST insiders have sold stock, totaling 14.88K shares. Insiders that have sold shares include KING SILVIA T, SEAVER R ARTHUR JR, and ELLISON DAVID G.

Which insider recently purchased SFST stock?

There have been 4 transaction(s) during the past 6-months in which Southern First Bancshares, Inc. insiders have bought stock, totalling 925 shares

How much of SFST does insiders own?

Around 273.74K Southern First Bancshares, Inc. shares are held by insiders, which represents about 6.21% of SFST stock.

Who is the insider with the largest stake?

SFST Chief Executive Officer, SEAVER R ARTHUR JR holds the largest portfolio of the company's shares. SFST shares owned by SEAVER total nearly 107.65 thousand.

Which institution holds the most shares in SFST?

SEACREST WEALTH MANAGEMENT, LLC is the largest institutional owner in SFST which holds 8.04 thousand shares worth $419.66K or 0.1% of the total SFST shares outstanding followed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with ownership of 8.24 thousand shares representing 0.1% of the SFST ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 9.16 thousand shares or 0.11% of the ownership worth more than $472.00K.

Is Southern First Bancshares, 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 SFST is concerned, it is a stock which is optionable.

Is there a short position on SFST's shares?

Number of SFST shares short is 49.65K. 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 SFST shares are there?

As of today, 8.18M shares of SFST are outstanding.

Is there many float in SFST 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, SFST has 6.29M shares in float.

SFST 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 SFST is 1.84.

Southern First Bancshares (SFST) 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 Shares0.61

Short Percent Of Float0.65

Shares Outstanding8.18M

Shares Float6.29M

Shares Short49.65K

Short Ratio1.84

0.65%

Short % of Float

0.61%

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

6.21% Percentage of Shares held by All Insiders

81.83% Percentage of Shares held by All Institutions

87.25% Percentage of Float held by Institutions

160

Number of Institutions Holding Shares

Institutional Ownership

About 81.83% of SFST shares are held by financial institutions. SEACREST WEALTH MANAGEMENT, LLC is the top corporate investor, holding 8.04K shares valued at $419.66K. A 0.1% stake in Southern First Bancshares, Inc. is owned by the company. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO owns 8.24K shares valued at $424.27K, which translates its holding of 0.1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.1%	8.04K	419.66K	-1.3K	-13.88%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	8.24K	424.27K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	9.16K	472K	-226	-2.41%
Dec 31, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.12%	9.29K	517.68K	-750	-7.47%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	10.14K	522.46M	-1.63K	-13.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.13%	10.22K	526.33M	2.02K	+24.69%
Dec 31, 2025	STRS OHIO	0.13%	10.7K	551.26K	-2.1K	-16.41%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	11.03K	567.99K	1.86K	+20.27%
Dec 31, 2025	GODSEY & GIBB, INC	0.14%	11.66K	600.72K	0	0
Dec 31, 2025	DE LISLE PARTNERS LLP	0.16%	12.59K	649.23K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.21%	16.96K	873.88K	1.4K	+8.97%
Dec 31, 2025		0.22%	17.5K	901.6K	-500	-2.78%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	20.34K	893.78K	5.24K	+34.66%
Dec 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.75%	784.74K	40.43M	-21.59K	-2.68%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.26%	20.78K	1.07M	12.22K	+142.63%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	20.85K	1.07M	-1.86K	-8.20%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	11.19K	576.3K	-3.74K	-25.08%
Dec 31, 2025	GABELLI FUNDS LLC	0.75%	60.58K	3.12M	17.23K	+39.74%
Dec 31, 2025	EAM INVESTORS, LLC	0.27%	21.48K	1.11M	21.48K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	22.34K	1.15M	-230	-1.02%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	23.03K	1.19M	2.72K	+13.38%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.31%	24.96K	1.29M	2.36K	+10.43%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	28.23K	1.45M	-1.35K	-4.56%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.37%	29.4K	1.51M	3.9K	+15.29%
Dec 31, 2025	BARCLAYS PLC	0.37%	29.8K	1.54M	1.15K	+4.02%
Dec 31, 2025	ABACUS PLANNING GROUP, INC.	0.38%	30.46K	1.57M	-665	-2.14%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.42%	33.46K	1.72M	16.33K	+95.36%
Dec 31, 2025	CITADEL ADVISORS LLC	0.44%	35.74K	1.84M	24.29K	+212.08%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.53%	42.4K	2.18M	0	0
Dec 31, 2025	MARSHALL WACE, LLP	0.63%	50.45K	2.6M	34.47K	+215.61%
Dec 31, 2025	MORGAN STANLEY	0.67%	54.05K	2.78M	4.74K	+9.62%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.68%	54.35K	2.8M	2.36K	+4.54%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	23.68K	1.22M	13.32K	+128.47%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.3%	23.83K	1.23M	14.39K	+152.51%
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.36%	28.64K	1.48M	3.14K	+12.33%
Dec 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.71%	56.99K	2.94M	9.38K	+19.70%
Dec 31, 2025	NORTHERN TRUST CORP	0.83%	66.77K	3.44M	-5.44K	-7.54%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	1.96%	157.38K	8.11M	0	0
Dec 31, 2025	RHINO INVESTMENT PARTNERS, INC	2.61%	210.12K	10.83M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.33%	267.74K	13.79M	-3.93K	-1.45%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.56%	125.57K	6.47M	19.36K	+18.23%
Dec 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.19%	15.36K	791.4K	3.46K	+29.08%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.66%	53.35K	2.75M	-6.41K	-10.72%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.59%	127.91K	6.59M	10.9K	+9.32%
Dec 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.16%	12.95K	667.18K	-1.57K	-10.80%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.97%	77.98K	4.02M	7.88K	+11.24%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	1.1%	88.78K	4.57M	8.14K	+10.09%
Dec 31, 2025	FOURTHSTONE LLC	1.53%	123.24K	6.35M	-35.51K	-22.37%
Dec 31, 2025	STATE STREET CORP	2.05%	164.99K	8.5M	4.3K	+2.68%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.7%	377.71K	19.46M	2.33K	+0.62%
Dec 31, 2025	VANGUARD GROUP INC	5.43%	437.01K	22.51M	5.2K	+1.20%
Dec 31, 2025	JPMORGAN CHASE & CO	0.07%	5.88K	302.73K	-1.88K	-24.28%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	178.71K	9.21M	-894	-0.50%
Dec 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.28%	586.01K	30.19M	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	5.9K	310.52K	-10.86K	-64.79%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.07%	6K	309.33K	-78	-1.28%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	6.56K	337.77K	580	+9.71%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.09%	7.1K	366K	0	0
Dec 31, 2025	BLACKROCK, INC.	8.97%	721.83K	37.19M	-5.38K	-0.74%
Dec 31, 2025	FJ CAPITAL MANAGEMENT LLC	10.03%	807.22K	41.59M	0	0
Dec 31, 2025	SEI INVESTMENTS CO	0.17%	14.03K	722.98K	14.03K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.18%	14.64K	754K	0	0
Dec 31, 2025	UBS GROUP AG	0.19%	15.2K	783.16K	3.13K	+25.94%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.2%	16.13K	831.07K	4.28K	+36.13%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.2%	16.32K	840.86K	0	0
Dec 31, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.1%	7.68K	395.42K	0	0
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.1%	7.76K	400K	0	0
Dec 31, 2025	BANC FUNDS CO LLC	2.13%	171.66K	8.84M	-34.22K	-16.62%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.07%	5.58K	287.59K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.35%	271.67K	11.99M	-8.14K	-2.91%
Sep 30, 2025	ABACUS PLANNING GROUP, INC.	0.38%	31.12K	1.37M	0	0
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	51.99K	2.29M	-64	-0.12%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.62%	375.38K	16.56M	5.32K	+1.44%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	17.13K	755.69K	17.13K	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	5.32%	431.81K	19.05M	10.74K	+2.55%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.44%	117.01K	5.16M	20.6K	+21.37%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.94%	157.38K	6.94M	0	0
Sep 30, 2025	STRS OHIO	0.16%	12.8K	564.74K	-1.1K	-7.91%
Sep 30, 2025	INVESCO LTD.	0.17%	13.79K	608.55K	1.37K	+11.01%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.19%	15.11K	666.48K	15.11K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	15.57K	686.77K	6.11K	+64.58%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	42.4K	1.61M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.86%	70.1K	3.09M	11.79K	+20.21%
Sep 30, 2025	NORTHERN TRUST CORP	0.89%	72.22K	3.19M	-2.35K	-3.15%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	2.19K	96.4K	805	+58.33%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	2.23K	98.48K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	2.76K	121.9K	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.04%	3.11K	136.99K	0	0
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	4.29K	189.45K	0	0
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.06%	4.85K	213.89K	0	0
Sep 30, 2025	JUMP FINANCIAL, LLC	0.07%	5.5K	242.57K	5.5K	+100.00%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.07%	5.58K	246.28K	-1.37K	-19.67%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.07%	5.98K	263.66M	5.98K	+100.00%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.07%	6.08K	268.34K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.08%	6.62K	291.9K	6.62K	+100.00%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.09%	7.1K	313K	7.1K	+100.00%
Sep 30, 2025	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	7.17K	316.34K	7.17K	+100.00%
Sep 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.09%	7.68K	338.62K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.1%	7.76K	342.37K	1.62K	+26.45%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.1%	7.76K	342.55K	-980	-11.21%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	9.17K	404.43K	922	+11.18%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.12%	9.33K	403.04K	-9.74K	-51.06%
Sep 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.12%	10.04K	441.13K	-243	-2.36%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.15%	11.85K	522.82K	2.39K	+25.30%
Sep 30, 2025	MARSHALL WACE, LLP	0.2%	15.99K	705.26K	15.99K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	16.75K	729.8K	386	+2.36%
Sep 30, 2025	UBS GROUP AG	0.15%	12.07K	532.53K	5.22K	+76.20%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.28%	22.6K	997.16K	2.43K	+12.04%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.31%	25.5K	1.13M	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.36%	29.58K	1.3M	-1.61K	-5.17%
Sep 30, 2025	GABELLI FUNDS LLC	0.53%	43.35K	1.91M	1.5K	+3.58%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.59%	47.61K	2.1M	2.55K	+5.66%
Sep 30, 2025	MORGAN STANLEY	0.61%	49.31K	2.18M	-6.75K	-12.04%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.74%	59.76K	2.64M	9.04K	+17.82%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.31%	106.21K	4.69M	7.64K	+7.75%
Sep 30, 2025	FOURTHSTONE LLC	1.96%	158.75K	7M	29.58K	+22.90%
Sep 30, 2025	STATE STREET CORP	1.98%	160.68K	7.09M	774	+0.48%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	179.61K	7.93M	-977	-0.54%
Sep 30, 2025	BANC FUNDS CO LLC	2.54%	205.87K	9.08M	-80.83K	-28.19%
Sep 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.22%	586.01K	25.85M	-3K	-0.51%
Sep 30, 2025	BLACKROCK, INC.	8.96%	727.22K	32.08M	-9.42K	-1.28%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.93%	806.33K	35.58M	-2.11K	-0.26%
Sep 30, 2025		0.22%	18K	794.16K	18K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	22.57K	995.97K	0	0
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.31%	25.5K	1.13M	25.5K	+100.00%
Sep 30, 2025	RHINO INVESTMENT PARTNERS, INC	2.59%	210.12K	9.27M	0	0
Sep 30, 2025	DE LISLE PARTNERS LLP	0.16%	12.59K	555.95K	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	10.36K	457.26K	10.36K	+100.00%
Sep 30, 2025	GODSEY & GIBB, INC	0.14%	11.66K	514.44K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	11.77K	519.24K	-316	-2.61%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.28%	22.72K	1M	627	+2.84%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.15%	11.9K	525.03K	2.6K	+27.96%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	14.22K	627.52K	8.34K	+141.81%
Sep 30, 2025	NUVEEN, LLC	0.18%	14.64K	645.7K	0	0
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.2%	16.32K	720.08K	224	+1.39%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	20.32K	896.3K	10.84K	+114.34%
Sep 30, 2025	FJ CAPITAL MANAGEMENT LLC	9.94%	807.22K	35.61M	0	0
Sep 30, 2025	BARCLAYS PLC	0.35%	28.65K	1.26M	-2.45K	-7.87%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	14.52K	640.45K	14.52K	+100.00%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.18%	14.52K	640.53K	-16.47K	-53.14%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	14.93K	658.71K	4.67K	+45.56%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.99%	80.65K	3.56M	28.63K	+55.05%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	2	77	-11	-84.62%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.96%	808.44K	30.75M	5.47K	+0.68%
Jun 30, 2025	ABACUS PLANNING GROUP, INC.	0.38%	31.12K	1.18M	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.25%	20.17K	767.18K	1.54K	+8.24%
Jun 30, 2025	GAMMA INVESTING LLC	0%	112	4.26K	-101	-47.42%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	86	3.27K	12	+16.22%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	12	457	12	+100.00%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	0	-	-1.19K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-71	-100.00%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	42.4K	1.61M	0	0
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.44%	35.98K	1.37M	1.87K	+5.49%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	32.72K	1.24M	-2.19K	-6.28%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	31.19K	1.19M	67	+0.22%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.38%	30.98K	1.18M	-12.32K	-28.45%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	22.57K	858.49K	898	+4.14%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	22.09K	840.12K	1.03K	+4.87%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.23%	19.07K	725.27K	-38.6K	-66.93%
Jun 30, 2025	TETON ADVISORS, INC.	0.22%	18K	684.54K	-3K	-14.29%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	16.37K	653.9K	16.37K	+100.00%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.2%	16.1K	612.17K	292	+1.85%
Jun 30, 2025		0.18%	14.64K	556.57K	-4.08K	-21.80%
Jun 30, 2025	STRS OHIO	0.17%	13.9K	528.62K	300	+2.21%
Jun 30, 2025	DE LISLE PARTNERS LLP	0.16%	12.59K	479.71K	0	0
Jun 30, 2025	INVESCO LTD.	0.15%	12.43K	472.52K	-2.49K	-16.71%
Jun 30, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.13%	10.29K	408.81K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	10.26K	390.07K	-2.2K	-17.65%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	10.19K	387.53K	-3.15K	-23.58%
Jun 30, 2025	JANE STREET GROUP, LLC	0.12%	9.46K	359.69K	268	+2.92%
Jun 30, 2025	GABELLI FUNDS LLC	0.52%	41.85K	1.59M	5.2K	+14.19%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	12.09K	459.58K	51	+0.42%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.12%	9.46K	359.65K	9.46K	+100.00%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	9.94%	807.22K	30.7M	0	0
Jun 30, 2025	MORGAN STANLEY	0.69%	56.06K	2.13B	3.03K	+5.72%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.64%	52.01K	1.98M	0	0
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.56%	45.06K	1.71M	45.06K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	35	1.33K	35	+100.00%
Jun 30, 2025	BLACKROCK, INC.	9.07%	736.64K	28.01M	-22.54K	-2.97%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	438	16.66K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	207	7.87K	74	+55.64%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	62	2.36K	51	+463.64%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.31%	25.5K	969.77K	0	0
Jun 30, 2025	GODSEY & GIBB, INC	0.14%	11.66K	443.43K	0	0
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.11%	8.74K	332.53K	438	+5.27%
Jun 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.25%	589.02K	22.4M	0	0
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	9.3K	353.68K	1.2K	+14.81%
Jun 30, 2025	LONG FOCUS CAPITAL MANAGEMENT, LLC	0.1%	7.96K	302.87K	0	0
Jun 30, 2025	D. E. SHAW & CO., INC.	0.09%	7.7K	292.64M	-687	-8.20%
Jun 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.09%	7.68K	291.88K	0	0
Jun 30, 2025	ELCO MANAGEMENT CO., LLC	0.09%	6.95K	264.27K	0	0
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.08%	6.13K	233.12K	-9.09K	-59.72%
Jun 30, 2025	COLONIAL TRUST ADVISORS	0.06%	4.85K	184.37K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	1.96K	74.62K	1.96K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	1.46K	55.64M	-7	-0.48%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	1.38K	52.48M	308	+28.73%
Jun 30, 2025	COLONIAL TRUST CO / SC	0.01%	1.21K	45.83K	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	559	21.26M	0	0
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	469	17.84K	469	+100.00%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	397	15.1K	-211	-34.70%
Jun 30, 2025	ORG PARTNERS LLC	0%	268	10.48K	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	262	9.96K	-32	-10.88%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0%	218	8.29K	0	0
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.56%	370.07K	14.07M	9.17K	+2.54%
Jun 30, 2025	BANC FUNDS CO LLC	3.53%	286.7K	10.9M	-13.22K	-4.41%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.45%	279.81K	10.64M	-110	-0.04%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	8.25K	313.55K	612	+8.02%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	8.24K	313.18K	-300	-3.51%
Jun 30, 2025	VANGUARD GROUP INC	5.19%	421.07K	16.01M	312	+0.07%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.94%	157.38K	5.99B	18.05K	+12.95%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.72%	58.31K	2.22B	-8.29K	-12.45%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	22.8K	866.89M	14.87K	+187.60%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.12%	9.48K	360.45M	9.48K	+100.00%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	2.59%	210.12K	7.99M	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	180.59K	6.87M	3.83K	+2.16%
Jun 30, 2025	STATE STREET CORP	1.97%	159.91K	6.08M	-1.45K	-0.90%
Jun 30, 2025	FOURTHSTONE LLC	1.59%	129.17K	4.91M	62.99K	+95.18%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.21%	98.57K	3.75M	-2.89K	-2.85%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.19%	96.41K	3.67M	-2.9K	-2.92%
Jun 30, 2025	NORTHERN TRUST CORP	0.92%	74.57K	2.84M	-3.98K	-5.06%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	52.06K	1.98M	3.38K	+6.95%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.62%	50.72K	1.93M	-8.07K	-13.73%
Jun 30, 2025	BARCLAYS PLC	0.38%	31.1K	1.18M	5.32K	+20.63%
Jun 30, 2025	NUVEEN, LLC	0.18%	14.64K	556.57K	-4.08K	-21.80%
Mar 31, 2025		0.23%	18.71K	616.07K	18.71K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	9.19K	302.54K	9.19K	+100.00%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.94%	802.97K	26.43M	5.93K	+0.74%
Mar 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	7.29%	589.02K	19.39M	8.61K	+1.48%
Mar 31, 2025	RHINO INVESTMENT PARTNERS, INC	2.6%	210.12K	6.92M	-20.1K	-8.73%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.42%	34.11K	1.12M	-31.33K	-47.88%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	21.07K	693.49K	-473	-2.20%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	9.2K	302.86K	9.2K	+100.00%
Mar 31, 2025	DE LISLE PARTNERS LLP	0.16%	12.59K	415.64K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.16%	12.95K	426.41K	-13.82K	-51.61%
Mar 31, 2025	INVESCO LTD.	0.18%	14.92K	491.1K	-2.66K	-15.15%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	34.91K	1.15M	890	+2.62%
Mar 31, 2025	MORGAN STANLEY	0.66%	53.03K	1.75M	-1.53K	-2.80%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.71%	57.67K	1.9M	-1.14K	-1.93%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.73%	58.79K	1.94M	-4.77K	-7.50%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.19%	176.76K	5.82M	5.37K	+3.13%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.32%	25.5K	839.46K	1K	+4.08%
Mar 31, 2025	FOSTER VICTOR WEALTH ADVISORS, LLC	0.13%	10.29K	316.53K	631	+6.53%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	9.16K	301.68K	50	+0.55%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.26%	101.46K	3.34M	3.9K	+4.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.72%	139.33K	4.59M	9.82K	+7.58%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.82%	66.6K	2.19M	3.07K	+4.84%
Mar 31, 2025	FOURTHSTONE LLC	0.82%	66.18K	2.18M	66.18K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	9.4%	759.18K	24.99M	-11.38K	-1.48%
Mar 31, 2025	TETON ADVISORS, INC.	0.26%	21K	691.32K	-1K	-4.55%
Mar 31, 2025	GODSEY & GIBB, INC	0.14%	11.66K	383.85K	-600	-4.89%
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	12.03K	396.15K	-472	-3.77%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	12.46K	410.02K	0	0
Mar 31, 2025	GABELLI FUNDS LLC	0.45%	36.65K	1.21M	3.61K	+10.92%
Mar 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.52%	42.4K	1.4M	0	0
Mar 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.54%	43.31K	1.43M	-1.34K	-2.99%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.6%	48.68K	1.6M	-4.77K	-8.92%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.64%	52.01K	1.71M	-1.19K	-2.24%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.23%	99.31K	3.27M	-4.3K	-4.15%
Mar 31, 2025	STATE STREET CORP	2%	161.36K	5.31M	-2.33K	-1.42%
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	9.99%	807.22K	26.57M	0	0
Mar 31, 2025	STRS OHIO	0.17%	13.6K	447.71K	0	0
Mar 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.2%	15.81K	520.3K	614	+4.04%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.23%	18.64K	613.53K	3.53K	+23.38%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.39%	31.12K	1.02M	672	+2.21%
Mar 31, 2025	VANGUARD GROUP INC	5.21%	420.76K	13.85M	-539	-0.13%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.47%	360.9K	11.88M	10.03K	+2.86%
Mar 31, 2025	BANC FUNDS CO LLC	3.71%	299.92K	9.87M	-19.12K	-5.99%
Mar 31, 2025	NORTHERN TRUST CORP	0.97%	78.54K	2.59M	-739	-0.93%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.19%	15.22K	501.04K	4.68K	+44.40%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.47%	279.92K	9.22M	1.37K	+0.49%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	21.68K	713.57K	106	+0.49%
Mar 31, 2025	BARCLAYS PLC	0.32%	25.78K	849K	465	+1.84%
Mar 31, 2025	ABACUS PLANNING GROUP, INC.	0.39%	31.12K	1.02M	0	0
Mar 31, 2024	ABACUS PLANNING GROUP, INC.	0.4%	31.83K	1.01M	-28	-0.09%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	33.56K	1.07M	-2.11K	-5.92%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.5%	39.9K	1.27M	875	+2.24%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.68%	54.46K	1.73M	14.55K	+36.44%
Mar 31, 2024	MORGAN STANLEY	0.73%	58.61K	1.86M	-1.7K	-2.82%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.91%	72.94K	2.32M	-1.87K	-2.49%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.03%	82.64K	2.62M	14.63K	+21.50%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.39%	272.63K	8.66M	17.04K	+6.67%
Mar 31, 2024	SHEETS SMITH WEALTH MANAGEMENT	0.18%	14.7K	466.9K	0	0
Mar 31, 2024	BANC FUNDS CO LLC	4.96%	399.21K	12.68M	-19.36K	-4.63%
Mar 31, 2024	VANGUARD GROUP INC	5.14%	413.26K	13.13M	16.01K	+4.03%
Mar 31, 2024	BLACKROCK INC.	9.44%	759.98K	24.14M	-34.28K	-4.32%
Mar 31, 2024	SOUTHSTATE CORP	0.01%	804	25.54K	0	0
Mar 31, 2024	FMR LLC	0.02%	1.2K	38.24K	69	+6.08%
Mar 31, 2024	CITIGROUP INC	0.02%	1.44K	45.73K	349	+31.99%
Mar 31, 2024	SIGNATUREFD, LLC	0.02%	1.9K	60.47K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	2.76K	88K	0	0
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0.03%	2.78K	88.29K	0	0
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	3.76K	119.42K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	3.78K	120.12K	-33	-0.87%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.05%	3.92K	124.53K	1.9K	+93.53%
Mar 31, 2024	COLONIAL TRUST ADVISORS	0.06%	4.57K	145.24K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.07%	5.24K	166.35K	674	+14.77%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.08%	6.53K	207.52K	6.53K	+100.00%
Mar 31, 2024	ELCO MANAGEMENT CO., LLC	0.09%	7.62K	241.92K	-82	-1.07%
Mar 31, 2024	UBS GROUP AG	0.1%	7.92K	251.48K	-904	-10.25%
Mar 31, 2024	FOSTER VICTOR WEALTH ADVISORS, LLC	0.1%	8.37K	225.29K	8.37K	+100.00%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.13%	10.5K	333.48K	-4.9K	-31.82%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	10.03%	807.22K	25.64M	16.21K	+2.05%
Mar 31, 2024	ENDEAVOUR CAPITAL ADVISORS INC	6.51%	523.47K	16.63M	62.59K	+13.58%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.39%	755.66K	24M	-43.04K	-5.39%
Mar 31, 2024	NORTHERN TRUST CORP	1%	80.21K	2.55M	1.19K	+1.50%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.05%	84.51K	2.68M	4K	+4.97%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.13%	90.88K	2.89M	-4.31K	-4.53%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.35%	108.64K	3.45M	-42.8K	-28.26%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	1.67%	134.34K	4.27M	280	+0.21%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	1.73%	139.31K	4.42M	1.73K	+1.26%
Mar 31, 2024	STATE STREET CORP	1.94%	156.18K	4.96M	6.08K	+4.05%
Mar 31, 2024	DE LISLE PARTNERS LLP	0.14%	10.89K	345.3K	10.89K	+100.00%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.14%	10.96K	348K	-9.17K	-45.55%
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	11.65K	370.03K	265	+2.33%
Mar 31, 2024	GODSEY & GIBB, INC	0.15%	12.26K	389.38K	-600	-4.67%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.15%	12.41K	393.98K	-475	-3.69%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.15%	12.43K	393.66K	12.43K	+100.00%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.16%	12.86K	408.43K	875	+7.30%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	14.64K	465K	6.73K	+85.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.89%	312.86K	9.94M	25.08K	+8.71%
Mar 31, 2024	STRS OHIO	0.19%	15.6K	495K	-600	-3.70%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.2%	16.38K	520.29K	16.38K	+100.00%
Mar 31, 2024	CORNERCAP INVESTMENT COUNSEL INC	0.21%	16.65K	528.65K	16.65K	+100.00%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.21%	17.09K	542.91K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.23%	18.71K	594.36K	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	20.51K	651.4K	0	0
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.28%	22.56K	716.41K	-149	-0.66%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.3%	24K	762.24K	0	0
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.34%	27.48K	872.61K	-204	-0.74%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.37%	29.71K	943.56K	-618	-2.04%
Mar 31, 2024	CITADEL ADVISORS LLC	0.15%	12.44K	394.94K	12.44K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.25%	20.16K	640K	-6.68K	-24.90%
Mar 31, 2024	GABELLI FUNDS LLC	0.32%	25.44K	808.07K	16.4K	+181.36%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.42%	33.66K	1.07M	-5.79K	-14.68%
Mar 31, 2024	INVESCO LTD.	0.42%	33.87K	1.08M	20.94K	+162.01%
Mar 31, 2024	TETON ADVISORS, INC.	0.47%	37.5K	1.19M	-500	-1.32%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.75%	60K	1.91M	-30.62K	-33.79%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.77%	61.8K	1.96M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2%	160.64K	5.1M	6.26K	+4.05%
Dec 31, 2023	VANGUARD GROUP INC	4.91%	397.25K	14.74M	3.23K	+0.82%
Dec 31, 2023	RHINO INVESTMENT PARTNERS, INC	0.18%	14.85K	550.75K	14.85K	+100.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.56%	287.79K	10.68M	8.57K	+3.07%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.16%	255.59K	9.48M	2.41K	+0.95%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.91%	154.38K	5.73M	4.56K	+3.05%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.87%	151.44K	5.62M	151.44K	+100.00%
Dec 31, 2023	STATE STREET CORP	1.86%	150.1K	5.57M	-17.11K	-10.23%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	1.7%	137.58K	5.16M	-51	-0.04%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.66%	134.06K	4.97M	150	+0.11%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.18%	95.19K	3.53M	-7.61K	-7.40%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	1.12%	90.62K	3.36M	30.65K	+51.10%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1%	80.51K	2.99M	-700	-0.86%
Dec 31, 2023	NORTHERN TRUST CORP	0.98%	79.03K	2.93M	5.3K	+7.19%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.92%	74.8K	2.78M	-297	-0.40%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.84%	68.02K	2.52M	-365	-0.53%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.76%	61.8K	2.29M	8.94K	+16.91%
Dec 31, 2023	MORGAN STANLEY	0.75%	60.31K	2.24M	10.28K	+20.54%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.59%	47.6K	1.77M	-800	-1.65%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.49%	39.91K	1.48M	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.49%	39.45K	1.46M	-11.42K	-22.45%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	39.02K	1.45M	960	+2.52%
Dec 31, 2023	TETON ADVISORS, INC.	0.47%	38K	1.41M	-3K	-7.32%
Dec 31, 2023	ROYAL BANK OF CANADA	0.44%	35.67K	1.32M	10.13K	+39.66%
Dec 31, 2023	ABACUS PLANNING GROUP, INC.	0.39%	31.85K	1.18M	-1.03K	-3.12%
Dec 31, 2023	SHEETS SMITH WEALTH MANAGEMENT	0.18%	14.7K	545.41K	-550	-3.61%
Dec 31, 2023	INVESCO LTD.	0.16%	12.93K	479.55K	859	+7.12%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	9.88%	798.7K	29.63M	-323	-0.04%
Dec 31, 2023	UBS GROUP AG	0.11%	8.82K	327.3K	4.31K	+95.31%
Dec 31, 2023	GABELLI FUNDS LLC	0.11%	9.04K	335.5K	9.04K	+100.00%
Dec 31, 2023	BLACKROCK INC.	9.82%	794.26K	29.47M	41.35K	+5.49%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.38%	30.33K	1.13M	-5.63K	-15.65%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.34%	27.68K	1.03M	-4.8K	-14.78%
Dec 31, 2023	BARCLAYS PLC	0.33%	26.85K	997K	7.71K	+40.27%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.3%	24K	890.4K	-100	-0.41%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.28%	22.71K	842.39K	-4.4K	-16.22%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	20.51K	760.92K	0	0
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.25%	20.12K	746K	817	+4.23%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.23%	18.71K	694.29K	5.04K	+36.85%
Dec 31, 2023	LONG FOCUS CAPITAL MANAGEMENT, LLC	0.21%	17.33K	642.94K	-783	-4.32%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.21%	17.09K	634.19K	17.09K	+100.00%
Dec 31, 2023	STRS OHIO	0.2%	16.2K	601K	-2.9K	-15.18%
Dec 31, 2023	FJ CAPITAL MANAGEMENT LLC	9.78%	791.01K	29.35M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.19%	15.68K	581.73K	2.85K	+22.18%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.19%	15.4K	571.34K	-2K	-11.49%
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	11.39K	422.42K	-264	-2.27%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.15%	11.99K	444.64M	960	+8.71%
Dec 31, 2023	GODSEY & GIBB, INC	0.16%	12.86K	477.11K	-500	-3.74%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.16%	12.88K	486.09K	-900	-6.53%
Dec 31, 2023	ENDEAVOUR CAPITAL ADVISORS INC	5.7%	460.88K	17.1M	1.42K	+0.31%
Dec 31, 2023	BANC FUNDS CO LLC	5.18%	418.57K	15.53M	0	0

Insiders

Among the SFST insiders holding of 6.21% of the stake in company, SEAVER R ARTHUR JR, Chief Executive Officer, holds the largest shares of 107.65K. COTHRAN MARK A, director, is the second largest SFST insider with ownership of 100.19K shares. CUBBAGE LEIGHTON M, director, stands third with possession of 51.17K shares of that stake.

Insiders	Designation	Shares Held
SEAVER R ARTHUR JR	Chief Executive Officer	107.65K
COTHRAN MARK A	director	100.19K
CUBBAGE LEIGHTON M	director	51.17K
ELLISON DAVID G	director	49.66K
HOOPER TECUMSEH JR	director	42.4K
DOWLING MICHAEL D	COO/CFO	38.38K
JOHNSTONE RUDOLPH G III	director	29.88K
BORRMANN DAVID ANDREW	Chief Financial Officer	11.5K
AIKEN WILLIAM M. III	Chief Risk Officer	8.2K
HURST CALVIN C	President	7K
ELLEFSON ANNE S	director	6.7K
FAIRCHILD JULIE ANN	Chief Accounting Officer	4.46K
KING SILVIA T	Chief Human Resources Officer	3.96K
MANER WILLIAM IV	director	3.59K
GRAYSON-CAPRIO TERRY	director	3.4K
LOCKE ANNA T	director	3.29K
LATTIMORE RAY	director	2.64K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 06, 2026	MANER WILLIAM IV	PURCHASE	52.35	400	20.94K	3.59K
Feb 26, 2026	KING SILVIA T	SALE	60.49	2.63K	158.8K	3.96K
Dec 15, 2025	SEAVER R ARTHUR JR	SALE	55.14	10K	551.42K	107.65K
Dec 10, 2025	ELLISON DAVID G	SALE	53.28	1K	53.29K	49.66K
Nov 21, 2025	FAIRCHILD JULIE ANN	SALE	50.00	1.26K	62.9K	4.46K
Nov 03, 2025	ELLISON DAVID G	PURCHASE	43.50	200	8.7K	50.66K
Oct 31, 2025	LOCKE ANNA T	PURCHASE	44.05	225	9.91K	3.29K
Oct 31, 2025	ELLISON DAVID G	PURCHASE	44.00	100	4.4K	50.46K
Aug 27, 2025	CUBBAGE LEIGHTON M	SALE	45.12	35	1.58K	51.17K
Jun 23, 2025	CUBBAGE LEIGHTON M	SALE	35.72	1.08K	38.68K	51.21K
Jun 04, 2025	ELLEFSON ANNE S	SALE	35.01	500	17.51K	6.7K
May 14, 2025	MANER WILLIAM IV	PURCHASE	36.15	700	25.31K	2.7K
Feb 10, 2025	LOCKE ANNA T	PURCHASE	37.01	360	13.32K	2.58K
Dec 18, 2024	GRAYSON-CAPRIO TERRY	PURCHASE	42.47	160	6.8K	3.4K
Nov 25, 2024	FAIRCHILD JULIE ANN	SALE	45.23	1K	45.23K	5.84K
Sep 17, 2024	CUBBAGE LEIGHTON M	SALE	34.20	500	17.1K	51.8K
Sep 16, 2024	CUBBAGE LEIGHTON M	SALE	33.31	1K	33.31K	54.3K
Sep 13, 2024	CUBBAGE LEIGHTON M	SALE	32.70	1K	32.7K	56.82K
Sep 12, 2024	CUBBAGE LEIGHTON M	SALE	31.20	1K	31.2K	58.82K
Sep 09, 2024	CUBBAGE LEIGHTON M	SALE	31.02	1.29K	40.01K	60.56K
May 21, 2024	CUBBAGE LEIGHTON M	SALE	29.11	812	23.63K	61.85K
May 15, 2024	CUBBAGE LEIGHTON M	SALE	27.34	1.77K	48.42K	62.66K
May 10, 2024	CUBBAGE LEIGHTON M	SALE	27.71	894	24.77K	64.44K
May 09, 2024	CUBBAGE LEIGHTON M	SALE	27.50	780	21.45K	66.15K
Apr 24, 2024	ELLEFSON ANNE S	SALE	28.00	600	16.8K	6.71K
Mar 21, 2024	SEAVER R ARTHUR JR	SALE	31.25	996	31.13K	83.47K
Mar 20, 2024	SEAVER R ARTHUR JR	SALE	31.25	4	125	84.47K
Mar 19, 2024	SEAVER R ARTHUR JR	SALE	31.00	17	527	88.73K
Mar 15, 2024	SEAVER R ARTHUR JR	SALE	31.00	2.09K	64.82K	88.75K
Mar 14, 2024	SEAVER R ARTHUR JR	SALE	31.00	1.25K	38.75K	90.97K
Mar 13, 2024	LOCKE ANNA T	PURCHASE	32.40	90	2.92K	2.22K
Dec 20, 2023	ELLISON DAVID G	PURCHASE	34.50	200	6.9K	49.88K
Nov 22, 2023	ELLISON DAVID G	PURCHASE	29.25	200	5.85K	49.68K
Oct 31, 2023	ELLISON DAVID G	PURCHASE	27.00	200	5.4K	49.48K
Oct 26, 2023	ELLISON DAVID G	PURCHASE	27.21	200	5.44K	49.28K
Oct 25, 2023	ELLISON DAVID G	PURCHASE	25.49	250	6.37K	49.08K
Sep 19, 2023	ELLISON DAVID G	PURCHASE	26.96	150	4.04K	48.83K
Aug 09, 2023	ELLISON DAVID G	PURCHASE	29.35	150	4.4K	48.68K
Aug 02, 2023	ELLISON DAVID G	PURCHASE	29.42	100	2.94K	48.53K
Aug 01, 2023	LOCKE ANNA T	PURCHASE	30.40	1.3K	39.52K	2.13K
Jul 28, 2023	BORRMANN DAVID ANDREW	PURCHASE	29.50	1.9K	56.05K	11.5K
Jun 23, 2023	ELLISON DAVID G	PURCHASE	25.00	100	2.5K	48.43K
Jun 22, 2023	ELLISON DAVID G	PURCHASE	25.56	100	2.56K	48.13K
Jun 21, 2023	ELLISON DAVID G	PURCHASE	25.40	300	7.62K	48.03K
Jun 20, 2023	ELLISON DAVID G	PURCHASE	25.83	100	2.58K	47.73K
Jun 06, 2023	ELLISON DAVID G	PURCHASE	26.71	200	5.34K	47.63K
Jun 05, 2023	ELLISON DAVID G	PURCHASE	25.00	200	5K	47.43K
Jun 01, 2023	ELLISON DAVID G	PURCHASE	23.90	200	4.78K	47.23K
May 31, 2023	ELLISON DAVID G	PURCHASE	23.12	250	5.78K	47.03K
May 25, 2023	KING SILVIA T	PURCHASE	24.16	500	12.08K	1.7K
May 22, 2023	BORRMANN DAVID ANDREW	PURCHASE	23.25	500	11.63K	9.6K
May 17, 2023	LOCKE ANNA T	PURCHASE	23.90	115	2.75K	832
May 16, 2023	HOOPER TECUMSEH JR	PURCHASE	22.79	1.1K	25.07K	42.4K
May 16, 2023	BORRMANN DAVID ANDREW	PURCHASE	22.60	33	745.8	8.93K
May 09, 2023	BORRMANN DAVID ANDREW	PURCHASE	22.00	45	990	8.75K
May 08, 2023	SEAVER R ARTHUR JR	PURCHASE	22.50	253	5.69K	75.14K
May 08, 2023	HURST CALVIN C	PURCHASE	22.06	500	11.03K	7K
May 05, 2023	AIKEN WILLIAM M. III	PURCHASE	22.52	400	9.01K	8.2K
May 05, 2023	COTHRAN MARK A	PURCHASE	22.65	1K	22.65K	100.19K
May 04, 2023	BORRMANN DAVID ANDREW	PURCHASE	21.45	200	4.29K	8.7K
May 04, 2023	GRAYSON-CAPRIO TERRY	PURCHASE	21.16	1K	21.16K	3.24K
May 01, 2023	BORRMANN DAVID ANDREW	PURCHASE	27.20	1K	27.2K	8.5K
Apr 28, 2023	BORRMANN DAVID ANDREW	PURCHASE	27.70	1.86K	51.44K	3.36K
Mar 14, 2023	ELLEFSON ANNE S	PURCHASE	33.00	250	8.25K	7.06K
Mar 13, 2023	ELLISON DAVID G	PURCHASE	33.69	500	16.85K	46.78K
Mar 10, 2023	ELLEFSON ANNE S	PURCHASE	36.50	250	9.13K	6.81K
Mar 10, 2023	AIKEN WILLIAM M. III	PURCHASE	38.21	1K	38.21K	7.8K
Feb 22, 2023	LOCKE ANNA T	PURCHASE	40.70	675	27.47K	717
Feb 06, 2023	LATTIMORE RAY	PURCHASE	41.96	128	5.37K	2.64K
Feb 02, 2023	LATTIMORE RAY	PURCHASE	41.96	2.12K	88.91K	2.51K
Jan 30, 2023	ELLISON DAVID G	PURCHASE	41.00	500	20.5K	42.28K
Dec 22, 2022	ELLISON DAVID G	PURCHASE	45.01	100	4.5K	41.78K
Sep 21, 2022	ELLISON DAVID G	PURCHASE	43.20	1K	43.2K	41.67K
Sep 06, 2022	MANER WILLIAM IV	PURCHASE	42.75	575	24.58K	2K
Aug 01, 2022	GRAYSON-CAPRIO TERRY	PURCHASE	43.65	500	21.83K	2.24K
May 16, 2022	MANER WILLIAM IV	PURCHASE	42.50	1K	42.5K	1.43K
May 16, 2022	GRAYSON-CAPRIO TERRY	PURCHASE	42.66	500	21.33K	740
May 09, 2022	ELLISON DAVID G	PURCHASE	44.57	250	11.14K	40.67K
Dec 23, 2021	ELLISON DAVID G	PURCHASE	63.26	300	18.98K	40.42K
Dec 13, 2021	GRAYSON-CAPRIO TERRY	PURCHASE	59.67	100	5.97K	240
Nov 05, 2021	DOWLING MICHAEL D	SALE	57.40	1.5K	86.1K	38.38K
Oct 29, 2021	CUBBAGE LEIGHTON M	SALE	52.93	28	1.48K	69.55K
Sep 15, 2021	JOHNSTONE RUDOLPH G III	SALE	50.25	1K	50.25K	29.88K
Sep 14, 2021	JOHNSTONE RUDOLPH G III	SALE	50.25	2K	100.5K	30.88K
Mar 12, 2021	SEAVER R ARTHUR JR	SALE	53.75	3.1K	166.63K	84.39K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE9254

SALES14.88K4

NET SHARES-13.96K0

SHARES HELD273.74K8

% NET SHARES-105.1%-100%

Frequently Asked Questions