How many institutions own SAMG 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 SAMG shares is 147, representing 67.95% of the company's common stock.

Who are the major shareholders selling Silvercrest Asset Management Group Inc. stock?

DIMENSIONAL FUND ADVISORS LP, in the last quarter, reduced its stake in SAMG by -5.1% restricting it's holding to 193.35 thousand shares of worth nearly $1.95M. HSBC HOLDINGS PLC also lessened -3.47% of the SAMG shares from its portfolio, reducing its holding to 62.2 thousand shares of worth $636.31K. NORTHERN TRUST CORP also shunned SAMG shares holding by -2.38% last quarter which brought its holding to 51.15 thousand shares worth $517.09K.

Investors who are buying SAMG stock?

As per its latest 13F filing, STATE STREET CORP increased its stake in SAMG by 8.8% in the last quarter. The institutional holder raised its holding to 184.5 thousand shares having worth more than $1.87M. RENAISSANCE TECHNOLOGIES LLC also added 3.98% more shares of SAMG to its portfolio, raising its holding to 168.17 thousand shares of worth $1.70M. GOLDMAN SACHS GROUP INC also increased its SAMG shares holding by 13.19% which brought its holding to 135.4 thousand shares worth $1.37M.

SAMG's major insiders: who are they?

The insider with the most stakes in SAMG is ESTATE OF G. MOFFETT COCHRAN , 10 percent owner at the company. Additionally, SAMG stock is highly held by 10 percent owner Long Path Smaller Companies Fund, LP and 10 percent owner Marital Trust Under Article 7th of the Will of G. Moffett Cochran among others.

Did an insider recently sell SAMG stock?

Company executives, directors, and other insiders own 18.75% percent of Silvercrest Asset Management Group Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SAMG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MESSINA AL, MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN, and JAFFE MARTIN.

Which insider recently purchased SAMG stock?

There have been 0 transaction(s) during the past 6-months in which Silvercrest Asset Management Group Inc. insiders have bought stock, totalling 0 shares

How much of SAMG does insiders own?

Around 0 Silvercrest Asset Management Group Inc. shares are held by insiders, which represents about 18.75% of SAMG stock.

Who is the insider with the largest stake?

SAMG 10 percent owner, ESTATE OF G. MOFFETT COCHRAN holds the largest portfolio of the company's shares. SAMG shares owned by ESTATE total nearly 993.86 thousand.

Which institution holds the most shares in SAMG?

DIMENSIONAL FUND ADVISORS LP is the largest institutional owner in SAMG which holds 193.35 thousand shares worth $1.95M or 2.52% of the total SAMG shares outstanding followed by STATE STREET CORP with ownership of 184.5 thousand shares representing 2.4% of the SAMG ownership. RENAISSANCE TECHNOLOGIES LLC is the third largest stakeholder with 168.17 thousand shares or 2.19% of the ownership worth more than $1.70M.

Is Silvercrest Asset Management Group 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 SAMG is concerned, it is a stock which is optionable.

Is there a short position on SAMG's shares?

Number of SAMG shares short is 69.73K. 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 SAMG shares are there?

As of today, 8.44M shares of SAMG are outstanding.

Is there many float in SAMG 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, SAMG has 8.14M shares in float.

SAMG 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 SAMG is 2.88.

Silvercrest Asset Management Group (SAMG) 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 Shares0.83

Short Percent Of Float1.17

Shares Outstanding8.44M

Shares Float8.14M

Shares Short69.73K

Short Ratio2.88

1.17%

Short % of Float

0.83%

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

18.75% Percentage of Shares held by All Insiders

67.95% Percentage of Shares held by All Institutions

83.63% Percentage of Float held by Institutions

147

Number of Institutions Holding Shares

Institutional Ownership

About 67.95% of SAMG shares are held by financial institutions. DIMENSIONAL FUND ADVISORS LP is the top corporate investor, holding 193.35K shares valued at $1.95M. A 2.52% stake in Silvercrest Asset Management Group Inc. is owned by the company. STATE STREET CORP owns 184.5K shares valued at $1.87M, which translates its holding of 2.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	2.52%	193.35K	1.95M	-10.38K	-5.10%
Jun 30, 2026	STATE STREET CORP	2.4%	184.5K	1.87M	14.93K	+8.80%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	2.19%	168.17K	1.7M	6.43K	+3.98%
Jun 30, 2026	GABELLI FUNDS LLC	1.98%	152.19K	1.54M	0	0
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.76%	135.4K	1.37M	15.78K	+13.19%
Jun 30, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	1.43%	110K	1.11M	0	0
Jun 30, 2026	HSBC HOLDINGS PLC	0.81%	62.2K	636.31K	-2.23K	-3.47%
Jun 30, 2026	TETON ADVISORS, LLC	0.7%	53.5K	540.89K	0	0
Jun 30, 2026	NORTHERN TRUST CORP	0.67%	51.15K	517.09K	-1.25K	-2.38%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.66%	50.52K	510.74K	328	+0.65%
Jun 30, 2026	BOSTON PARTNERS	0.64%	48.86K	493.98K	-194.06K	-79.89%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.54%	41.7K	421.55K	3.19K	+8.27%
Jun 30, 2026	MARSHALL WACE, LLP	0.49%	37.88K	382.97K	37.88K	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.3%	22.81K	230.64K	-16.72K	-42.29%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.43%	33.16K	335.26K	19.74K	+147.03%
Jun 30, 2026	BARCLAYS PLC	0.43%	32.82K	331.77K	-2.66K	-7.49%
Jun 30, 2026	APPLETON PARTNERS INC/MA	0.41%	31.65K	320K	0	0
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.25%	19.14K	193.47K	1.02K	+5.65%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	18.57K	187.7K	-21	-0.11%
Jun 30, 2026	BLACKROCK, INC.	12.49%	960.27K	9.71M	15.02K	+1.59%
Jun 30, 2026	MORGAN STANLEY	2.45%	187.94K	1.9M	103.85K	+123.50%
Jun 30, 2026	GAMCO INVESTORS, INC. ET AL	0.32%	24.5K	247.67K	0	0
Jun 30, 2026	ROBERTS GLORE & CO INC /IL/	0.35%	26.99K	272.9K	8.98K	+49.81%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	28.99K	293.07K	1.93K	+7.13%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.38%	29.57K	298.97K	0	0
Jun 30, 2026	ROYCE & ASSOCIATES LP	2.06%	158.02K	1.6M	-192.91K	-54.97%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.53%	194.47K	1.97M	16.65K	+9.36%
Jun 30, 2026	PACIFIC RIDGE CAPITAL PARTNERS, LLC	3.2%	245.86K	2.49M	39.17K	+18.95%
Jun 30, 2026	DIAMOND HILL CAPITAL MANAGEMENT INC	4.7%	361.54K	3.66M	171.48K	+90.22%
Jun 30, 2026	CITADEL ADVISORS LLC	0.22%	17.2K	173.89K	17.2K	+100.00%
Jun 30, 2026	R SQUARED LTD	0.21%	16.34K	165.21K	97	+0.60%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.23%	17.7K	178.97K	0	0
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	0.24%	18.57K	187.7K	18.57K	+100.00%
Jun 30, 2026	NUVEEN, LLC	0.2%	15.69K	158.63K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	15.02K	151.83K	-580	-3.72%
Jun 30, 2026	PANAGORA ASSET MANAGEMENT INC	0.19%	14.34K	145K	14.34K	+100.00%
Jun 30, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.27%	20.49K	207.13K	-6.29K	-23.48%
Jun 30, 2026	MARTINGALE ASSET MANAGEMENT L P	0.29%	22.14K	223.79K	-6.12K	-21.65%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.18%	14.1K	142.51K	1.3K	+10.16%
Jun 30, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.15%	11.48K	116.02K	-1.46K	-11.31%
Jun 30, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.14%	10.8K	109.19K	0	0
Jun 30, 2026	OCCUDO QUANTITATIVE STRATEGIES LP	0.14%	10.54K	106.6K	10.54K	+100.00%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	0.13%	10.06K	101.75K	-8.38K	-45.42%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.12%	9.36K	94.6K	-1.18K	-11.21%
Jun 30, 2026	DEUTSCHE BANK AG\	0.09%	6.72K	67.94K	232	+3.58%
Jun 30, 2026	GSA CAPITAL PARTNERS LLP	0.17%	13.24K	134K	13.24K	+100.00%
Jun 30, 2026	SENTINUS, LLC	0.24%	18.45K	186.53K	27	+0.15%
Jun 30, 2026	CM WEALTH ADVISORS LLC	0.59%	45.31K	458.03K	45.31K	+100.00%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.07%	312.87K	3.16M	-3.22K	-1.02%
Jun 30, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	4.24%	325.92K	3.3M	80.89K	+33.01%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.4%	31.07K	417.62K	1.52K	+5.14%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.14%	10.62K	142.67K	-13.38K	-55.75%
Mar 31, 2026	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.14%	10.8K	145.15K	0	0
Mar 31, 2026	RHUMBLINE ADVISERS	0.14%	11.03K	148.26K	-411	-3.59%
Mar 31, 2026	JACOBS LEVY EQUITY MANAGEMENT, INC	0.17%	12.94K	173.91K	12.94K	+100.00%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.17%	13.42K	180.42K	13.42K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	14.32K	192.41K	14.32K	+100.00%
Mar 31, 2026	R SQUARED LTD	0.21%	16.24K	218.32K	-10.7K	-39.72%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.23%	17.7K	237.92K	0	0
Mar 31, 2026	ROBERTS GLORE & CO INC /IL/	0.23%	18.02K	242.16K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.24%	18.11K	243.42K	-2.26K	-11.10%
Mar 31, 2026	SENTINUS, LLC	0.24%	18.42K	247.61K	-109.98K	-85.65%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.24%	18.44K	247.83K	-4.02K	-17.91%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.35%	27.06K	363.66K	-1.47K	-5.16%
Mar 31, 2026	MARTINGALE ASSET MANAGEMENT L P	0.37%	28.25K	379.72K	0	0
Mar 31, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.38%	29.57K	397.45K	3.19K	+12.10%
Mar 31, 2026	APPLETON PARTNERS INC/MA	0.41%	31.65K	425K	0	0
Mar 31, 2026	HM PAYSON & CO	0.09%	6.6K	88.7K	0	0
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.17%	12.8K	171.98K	12.8K	+100.00%
Mar 31, 2026	BARCLAYS PLC	0.46%	35.47K	476.76K	-10.42K	-22.70%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.11%	316.09K	4.25M	316.09K	+100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.51%	39.53K	531.31K	-1.48K	-3.62%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.65%	50.19K	674.55K	50.19K	+100.00%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	2.65%	203.73K	2.74M	-2.36K	-1.14%
Mar 31, 2026	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3.19%	245.03K	3.29M	245.03K	+100.00%
Mar 31, 2026	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.69%	206.69K	2.78M	809	+0.39%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	631	8.44K	518	+458.41%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	702	9.44K	0	0
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	744	10K	0	0
Mar 31, 2026	CITIGROUP INC	0.01%	791	10.63K	-1.5K	-65.52%
Mar 31, 2026	CWM, LLC	0.01%	945	12.71K	644	+213.95%
Mar 31, 2026	UBS GROUP AG	0.01%	1.09K	14.66K	-19.58K	-94.72%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.02%	1.32K	17.75K	-709	-34.93%
Mar 31, 2026	MEEDER ASSET MANAGEMENT INC	0.02%	1.4K	18.76K	0	0
Mar 31, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.02%	1.8K	24.19K	0	0
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.88K	25.27K	0	0
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	2.15K	28.87K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.03%	2.51K	33.74K	-5.22K	-67.52%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.04%	3.41K	45.88K	3.41K	+100.00%
Mar 31, 2026	BOSTON PARTNERS	3.16%	242.92K	3.26M	10.61K	+4.57%
Mar 31, 2026	ROYCE & ASSOCIATES LP	4.57%	350.92K	4.72M	0	0
Mar 31, 2026	BLACKROCK, INC.	12.3%	945.25K	12.7M	-19.64K	-2.04%
Mar 31, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	0.5%	38.51K	517.57K	38.51K	+100.00%
Mar 31, 2026	TETON ADVISORS, LLC	0.7%	53.5K	719.04K	-500	-0.93%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	1.43%	110K	1.48M	110K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.06%	4.79K	65.12K	-5.87K	-55.09%
Mar 31, 2026	GAMCO INVESTORS, INC. ET AL	0.32%	24.5K	329.24K	-800	-3.16%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	18.59K	249.81K	-1.77K	-8.70%
Mar 31, 2026	HSBC HOLDINGS PLC	0.84%	64.43K	856.96K	-3.59K	-5.28%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	2.11%	161.74K	2.17M	4.7K	+2.99%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	15.6K	209.64K	17	+0.11%
Mar 31, 2026	STATE STREET CORP	2.21%	169.57K	2.28M	-21.08K	-11.06%
Mar 31, 2026	NUVEEN, LLC	0.2%	15.69K	210.87K	0	0
Mar 31, 2026	DEUTSCHE BANK AG\	0.08%	6.49K	87.2K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.14%	10.54K	141.63K	-3.54K	-25.14%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.35%	26.77K	359.84K	-3.16K	-10.55%
Mar 31, 2026	NORTHERN TRUST CORP	0.68%	52.39K	704.13K	2.63K	+5.27%
Mar 31, 2026		0.5%	38.51K	517.57K	38.51K	+100.00%
Mar 31, 2026	MORGAN STANLEY	1.09%	84.09K	1.13M	-7.44K	-8.13%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.56%	119.62K	1.61M	20.56K	+20.75%
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0.05%	4.07K	53K	-4.79K	-54.06%
Mar 31, 2026	CITADEL ADVISORS LLC	0.39%	30.31K	407.34K	30.31K	+100.00%
Mar 31, 2026	GABELLI FUNDS LLC	1.98%	152.19K	2.05M	-32.7K	-17.69%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.31%	177.82K	2.39M	-14.72K	-7.64%
Mar 31, 2026	DIAMOND HILL CAPITAL MANAGEMENT INC	2.47%	190.06K	2.55M	979	+0.52%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.46%	206.08K	3.13M	-6.97K	-3.27%
Dec 31, 2025	BOSTON PARTNERS	2.78%	232.31K	3.53M	19.75K	+9.29%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.48%	40.1K	609.12K	-28.4K	-41.46%
Dec 31, 2025	MARSHALL WACE, LLP	0.49%	40.85K	620.54K	6.37K	+18.46%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.12%	10.02K	152.14K	-19.91K	-66.53%
Dec 31, 2025		0.65%	54K	820.26K	-1K	-1.82%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.88%	157.04K	2.39M	-22.09K	-12.33%
Dec 31, 2025	GABELLI FUNDS LLC	2.21%	184.89K	2.81M	0	0
Dec 31, 2025	HSBC HOLDINGS PLC	0.81%	68.03K	1.05M	2.63K	+4.02%
Dec 31, 2025	ROYCE & ASSOCIATES LP	4.19%	350.92K	5.33M	-34.08K	-8.85%
Dec 31, 2025	VANGUARD GROUP INC	5.92%	495.35K	7.52M	-42.84K	-7.96%
Dec 31, 2025	BLACKROCK, INC.	11.53%	964.89K	14.66M	-9.01K	-0.93%
Dec 31, 2025	JPMORGAN CHASE & CO	0.13%	10.66K	161.96K	-4.86K	-31.32%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.88K	28.56K	0	0
Dec 31, 2025	BARCLAYS PLC	0.55%	45.89K	697.05K	-2.58K	-5.33%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	2.15K	32.63K	0	0
Dec 31, 2025	CITIGROUP INC	0.03%	2.29K	34.85K	-58.35K	-96.22%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	3.68K	55.82K	-1.26K	-25.51%
Dec 31, 2025	RHUMBLINE ADVISERS	0.14%	11.44K	173.81K	-1.77K	-13.41%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	14.08K	213.81K	4.21K	+42.66%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	15.58K	236.68K	13	+0.08%
Dec 31, 2025	NUVEEN, LLC	0.19%	15.69K	238.33K	0	0
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.21%	17.7K	268.89K	0	0
Dec 31, 2025	ROBERTS GLORE & CO INC /IL/	0.22%	18.02K	273.69K	-740	-3.95%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	20.36K	309.25K	-2.36K	-10.40%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.24%	20.37K	309.48K	-4.01K	-16.43%
Dec 31, 2025	UBS GROUP AG	0.25%	20.67K	313.93K	14.2K	+219.38%
Dec 31, 2025	JANE STREET GROUP, LLC	0.26%	21.56K	327.48K	-6.54K	-23.29%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.27%	22.46K	341.24K	3.32K	+17.34%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.29%	23.99K	364.42K	1.28K	+5.63%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.49%	41.02K	623.02K	-989	-2.35%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.68%	57.26K	869.75K	-97.99K	-63.12%
Dec 31, 2025	PERRITT CAPITAL MANAGEMENT INC	1.53%	128.4K	1.95M	0	0
Dec 31, 2025	SENTINUS, LLC	1.53%	128.4K	1.95M	128.4K	+100.00%
Dec 31, 2025	HM PAYSON & CO	0.08%	6.6K	100.25K	-1.5K	-18.52%
Dec 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.13%	10.8K	164.05K	800	+8.00%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.3%	25.3K	384.26K	-781	-2.99%
Dec 31, 2025	NORTHERN TRUST CORP	0.59%	49.77K	755.95K	-13.11K	-20.85%
Dec 31, 2025	MORGAN STANLEY	1.09%	91.53K	1.39M	-24.36K	-21.02%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.18%	99.06K	1.5M	19.19K	+24.02%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.14%	11.64K	176.86K	-3.52K	-23.20%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.11%	8.85K	133K	6.82K	+335.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.09%	7.73K	117.4K	1.7K	+28.24%
Dec 31, 2025	DEUTSCHE BANK AG\	0.08%	6.49K	98.55K	0	0
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.02%	1.8K	27.34K	0	0
Dec 31, 2025	MEEDER ASSET MANAGEMENT INC	0.02%	1.4K	21.21K	0	0
Dec 31, 2025	STRATEGIC ADVOCATES LLC	0.01%	1.03K	15.81K	15	+1.47%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	744	11.3K	0	0
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	702	10.66K	0	0
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0.01%	477	7K	-8	-1.65%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	397	6.03K	-145	-26.75%
Dec 31, 2025	CWM, LLC	0%	301	5K	-26	-7.95%
Dec 31, 2025	AMALGAMATED BANK	0%	217	3K	-127	-36.92%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.32%	26.38K	400.73K	6.45K	+32.34%
Dec 31, 2025	R SQUARED LTD	0.32%	26.95K	409.33K	5.4K	+25.04%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.34%	28.25K	429.16K	-8	-0.03%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	28.53K	433.36K	3.04K	+11.94%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.35%	29.55K	448.91K	-28.59K	-49.17%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.36%	29.93K	454.67K	2.36K	+8.56%
Dec 31, 2025	APPLETON PARTNERS INC/MA	0.38%	31.65K	481K	0	0
Dec 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	2.26%	189.09K	2.87M	17.05K	+9.91%
Dec 31, 2025	STATE STREET CORP	2.28%	190.65K	2.9M	-2.09K	-1.08%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.3%	192.54K	2.93M	-13.41K	-6.51%
Dec 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.46%	205.88K	3.13M	-6.24K	-2.94%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.75%	68.5K	1.08M	17K	+33.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.31%	28.1K	442.62K	28.1K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.72%	65.4K	1.03M	148	+0.23%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.31%	28.26K	445.11K	10	+0.04%
Sep 30, 2025	ANCORA ADVISORS, LLC	1.71%	155.25K	2.45M	-3.13K	-1.98%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.23K	19.4K	838	+212.69%
Sep 30, 2025	MEEDER ASSET MANAGEMENT INC	0.02%	1.4K	21.99K	0	0
Sep 30, 2025	BARCLAYS PLC	0.53%	48.47K	763.45K	-5.08K	-9.48%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.21%	19.14K	301.52K	963	+5.30%
Sep 30, 2025	R SQUARED LTD	0.24%	21.55K	339.43K	-4.56K	-17.45%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.25%	22.71K	357.71K	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.64%	58.15K	915.8K	-5.8K	-9.07%
Sep 30, 2025	BOSTON PARTNERS	2.34%	212.56K	3.35M	11.46K	+5.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	25.49K	401.42K	-6.05K	-19.19%
Sep 30, 2025	CITIGROUP INC	0.67%	60.64K	955.14K	-1.73K	-2.78%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.3%	27.57K	434.26K	6.4K	+30.22%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	22.72K	357.87K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	15.57K	245.19K	13	+0.08%
Sep 30, 2025	NORTHERN TRUST CORP	0.69%	62.88K	990.3K	-4.58K	-6.79%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.7%	63.52K	1M	0	0
Sep 30, 2025	FMR LLC	0.01%	484	7.62K	21	+4.54%
Sep 30, 2025	MORGAN STANLEY	1.27%	115.89K	1.83M	-3.93K	-3.28%
Sep 30, 2025	PERRITT CAPITAL MANAGEMENT INC	1.41%	128.4K	2.02M	-11.21K	-8.03%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.26%	205.95K	3.24M	-7.34K	-3.44%
Sep 30, 2025	VANGUARD GROUP INC	5.92%	538.18K	8.48M	-8.03K	-1.47%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.02%	1.8K	28.35K	0	0
Sep 30, 2025	UBS GROUP AG	0.07%	6.47K	101.92K	-16.36K	-71.65%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	6.03K	94.93K	883	+17.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	4.94K	80.87K	-128	-2.53%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.88K	29.61K	0	0
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	2.03K	32K	2.03K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	2.15K	33.83K	0	0
Sep 30, 2025	BLACKROCK, INC.	10.71%	973.9K	15.34M	-16.83K	-1.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	79.87K	1.26M	-14.1K	-15.01%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.34%	213.05K	3.36M	-5.32K	-2.44%
Sep 30, 2025	APPLETON PARTNERS INC/MA	0.35%	31.65K	498K	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.38%	34.49K	543.16K	-29.48K	-46.08%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.46%	42K	661.56K	4.71K	+12.64%
Sep 30, 2025		0.6%	55K	866.25K	55K	+100.00%
Sep 30, 2025	GABELLI FUNDS LLC	2.03%	184.89K	2.91M	0	0
Sep 30, 2025	STATE STREET CORP	2.12%	192.74K	3.04M	953	+0.50%
Sep 30, 2025	ROYCE & ASSOCIATES LP	4.23%	385K	6.06M	-183.29K	-32.25%
Sep 30, 2025	HM PAYSON & CO	0.09%	8.1K	127.58K	-10.39K	-56.19%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.11%	10K	157.5K	0	0
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	13.22K	208.13K	-455	-3.33%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.17%	15.16K	238.79K	-7.36K	-32.68%
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.33%	212.12K	3.34M	-4.84K	-2.23%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	6.49K	102.19K	0	0
Sep 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.89%	172.03K	2.71M	118	+0.07%
Sep 30, 2025	JPMORGAN CHASE & CO	0.17%	15.52K	244.5K	1.32K	+9.25%
Sep 30, 2025	BAILARD, INC.	0.19%	16.97K	267.26K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	744	11.72K	0	0
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	702	11.06K	0	0
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	542	8.54K	273	+101.49%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.01%	485	8K	485	+100.00%
Sep 30, 2025	ROBERTS GLORE & CO INC /IL/	0.21%	18.76K	295.44K	100	+0.54%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.22%	19.93K	313.96K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	24.38K	383.99K	-2.07K	-7.82%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.33%	29.93K	471.37K	6.75K	+29.14%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.29%	26.08K	410.73K	-2.33K	-8.21%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.97%	179.12K	2.82M	-8.32K	-4.44%
Sep 30, 2025	CWM, LLC	0%	327	5K	12	+3.81%
Sep 30, 2025	AMALGAMATED BANK	0%	344	5K	0	0
Sep 30, 2025	NUVEEN, LLC	0.17%	15.69K	247.12K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	9.87K	155.41K	494	+5.27%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	17.7K	278.81K	0	0
Jun 30, 2025	BAILARD, INC.	0.19%	16.97K	269.13K	16.97K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	6.01%	546.22K	8.66M	-5.67K	-1.03%
Jun 30, 2025	HSBC HOLDINGS PLC	0.72%	65.25K	1.05M	42.9K	+191.93%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.7%	63.95K	1.01M	28.42K	+79.99%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.4%	218.37K	3.46M	8.89K	+4.24%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.34%	213.29K	3.38M	-14.28K	-6.27%
Jun 30, 2025	STATE STREET CORP	2.11%	191.79K	3.04M	24.69K	+14.78%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	2.06%	187.44K	2.97M	29.7K	+18.83%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.03%	93.97K	1.49M	44.68K	+90.62%
Jun 30, 2025	NORTHERN TRUST CORP	0.74%	67.46K	1.07M	-6.86K	-9.22%
Jun 30, 2025	TETON ADVISORS, INC.	0.61%	55.4K	878.64K	-1.1K	-1.95%
Jun 30, 2025	BLACKROCK, INC.	10.89%	990.73K	15.71M	160.58K	+19.34%
Jun 30, 2025	GABELLI FUNDS LLC	2.03%	184.89K	2.93M	159.56K	+629.86%
Jun 30, 2025	MARSHALL WACE, LLP	0.7%	63.96K	1.01M	63.96K	+100.00%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.7%	63.52K	1.01M	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.25%	22.71K	360.21K	9.58K	+72.90%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.25%	22.52K	357.2K	22.52K	+100.00%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	21.17K	335.8K	3.53K	+20.02%
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.02%	1.8K	28.55K	0	0
Jun 30, 2025	MEEDER ASSET MANAGEMENT INC	0.02%	1.4K	22.14K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	801	12.7K	801	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	50	805	50	+100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	45	714	9	+25.00%
Jun 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0%	0	-	-36.5K	-100.00%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-62.59K	-100.00%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0%	0	-	-5.75K	-100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-4.66K	-100.00%
Jun 30, 2025	LONG PATH PARTNERS LP	0%	0	-	-910.33K	-100.00%
Jun 30, 2025	GUARDIAN WEALTH MANAGEMENT, INC.	0%	0	-	-2.95K	-100.00%
Jun 30, 2025	ROYCE & ASSOCIATES LP	6.25%	568.29K	9.01M	-5K	-0.87%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.39%	216.96K	3.44M	-3.24K	-1.47%
Jun 30, 2025	BOSTON PARTNERS	2.21%	201.1K	3.19M	-2.36K	-1.16%
Jun 30, 2025	MORGAN STANLEY	1.32%	119.82K	1.9M	38.39K	+47.14%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.41%	37.29K	591.42K	15.64K	+72.22%
Jun 30, 2025	APPLETON PARTNERS INC/MA	0.35%	31.65K	502K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.78K	-100.00%
Jun 30, 2025	HM PAYSON & CO	0.2%	18.49K	293.22K	-3K	-13.96%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.2%	18.18K	288.36K	18.18K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	8.59K	136K	7.58K	+747.88%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	4.38K	69.48K	-1.27K	-22.45%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	689	10.93M	0	0
Jun 30, 2025	FMR LLC	0.01%	463	7.34M	38	+8.94%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	269	4.27K	105	+64.02%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	205	3.25K	3	+1.49%
Jun 30, 2025	PISCATAQUA SAVINGS BANK	0%	125	1.98K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	36	571	36	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	16	254	7	+77.78%
Jun 30, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0%	0	-	-229.21K	-100.00%
Jun 30, 2025	FIRST HORIZON ADVISORS, INC.	0%	0	-	-33	-100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	1.74%	158.37K	2.51M	-1.4K	-0.87%
Jun 30, 2025	PERRITT CAPITAL MANAGEMENT INC	1.53%	139.61K	2.21M	-13.96K	-9.09%
Jun 30, 2025	CITIGROUP INC	0.69%	62.38K	989.3K	-17.42K	-21.83%
Jun 30, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.89%	171.92K	2.73M	44.91K	+35.36%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.31%	28.25K	448.06K	297	+1.06%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	26.45K	419.47K	1.73K	+7.01%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	23.18K	367.56K	23.18K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.25%	22.83K	362.04K	10.71K	+88.42%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	22.72K	360.37K	-4.1K	-15.27%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.22%	19.93K	316.15K	19.93K	+100.00%
Jun 30, 2025	ROBERTS GLORE & CO INC /IL/	0.21%	18.66K	295.92K	3.93K	+26.64%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	17.7K	280.75K	0	0
Jun 30, 2025		0.17%	15.69K	248.84K	-4.54K	-22.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	15.56K	246.7K	15.56K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.16%	14.21K	225.36K	-7.5K	-34.54%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	9.37K	148.66K	8.65K	+1,200.00%
Jun 30, 2025	BARCLAYS PLC	0.59%	53.55K	850K	25.65K	+91.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.57%	51.5K	816.79K	8.1K	+18.66%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	31.54K	500.21K	5.77K	+22.39%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.31%	28.41K	450.57K	8.41K	+42.05%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	13.67K	216.8K	-272	-1.95%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	12.24K	194.11K	-4.85K	-28.38%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.12%	10.55K	167.28K	10.55K	+100.00%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.11%	10K	158.6K	0	0
Jun 30, 2025	R SQUARED LTD	0.29%	26.11K	414.06K	11K	+72.77%
Jun 30, 2025	NUVEEN, LLC	0.17%	15.69K	248.84K	-4.54K	-22.45%
Mar 31, 2025	STATE STREET CORP	1.74%	167.1K	2.73M	11.7K	+7.53%
Mar 31, 2025	BOSTON PARTNERS	2.12%	203.46K	3.33M	-4.61K	-2.22%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.38%	227.57K	3.72M	3.6K	+1.61%
Mar 31, 2025	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2.39%	229.21K	3.75M	-200.67K	-46.68%
Mar 31, 2025	ROYCE & ASSOCIATES LP	5.98%	573.29K	9.38M	-6.71K	-1.16%
Mar 31, 2025	BLACKROCK, INC.	8.66%	830.15K	13.58M	8.01K	+0.97%
Mar 31, 2025	HM PAYSON & CO	0.22%	21.49K	351.54K	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.23%	21.65K	354.23K	1.8K	+9.05%
Mar 31, 2025	JPMORGAN CHASE & CO	0.23%	21.71K	355.11K	-13.88K	-39.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	26.82K	438.74K	0	0
Mar 31, 2025	BARCLAYS PLC	0.29%	27.89K	457K	-4.77K	-14.60%
Mar 31, 2025	NORTHERN TRUST CORP	0.78%	74.31K	1.22M	-2.99K	-3.87%
Mar 31, 2025	CITIGROUP INC	0.83%	79.79K	1.31M	14.77K	+22.72%
Mar 31, 2025	DEUTSCHE BANK AG\	0.07%	6.49K	106.14K	0	0
Mar 31, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.1%	10K	163.6K	10K	+100.00%
Mar 31, 2025	HSBC HOLDINGS PLC	0.23%	22.35K	367.67K	2.09K	+10.33%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	24.72K	404.35K	775	+3.24%
Mar 31, 2025	GABELLI FUNDS LLC	0.26%	25.33K	414.43K	-1.29K	-4.85%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.29%	27.95K	457.33K	2.8K	+11.13%
Mar 31, 2025	APPLETON PARTNERS INC/MA	0.33%	31.65K	518K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.37%	35.53K	581.25K	9.57K	+36.87%
Mar 31, 2025	CITADEL ADVISORS LLC	0.37%	35.65K	583.15K	35.65K	+100.00%
Mar 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.38%	36.5K	597.14K	-14.3K	-28.15%
Mar 31, 2025	MORGAN STANLEY	0.85%	81.44K	1.33M	-13.11K	-13.86%
Mar 31, 2025	DIAMOND HILL CAPITAL MANAGEMENT INC	1.33%	127.01K	2.08M	1.31K	+1.05%
Mar 31, 2025	PERRITT CAPITAL MANAGEMENT INC	1.6%	153.57K	2.51M	-10.3K	-6.28%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.65%	157.74K	2.58M	200	+0.13%
Mar 31, 2025	ANCORA ADVISORS, LLC	1.67%	159.77K	2.61M	-3.14K	-1.92%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.19%	209.49K	3.43M	725	+0.35%
Mar 31, 2025	KEELEY-TETON ADVISORS, LLC	2.23%	213.34K	3.49M	-15.12K	-6.62%
Mar 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.3%	220.2K	3.6M	-11.1K	-4.80%
Mar 31, 2025	ROBERTS GLORE & CO INC /IL/	0.15%	14.73K	241.03K	0	0
Mar 31, 2025		0.16%	15.11K	247.22K	8.45K	+126.89%
Mar 31, 2025	VANGUARD GROUP INC	5.76%	551.88K	9.03M	-1.53K	-0.28%
Mar 31, 2025	UBS GROUP AG	0.13%	12.12K	198.2K	-1.97K	-13.99%
Mar 31, 2025	JANE STREET GROUP, LLC	0.15%	14.78K	241.75K	14.78K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.27%	25.77K	421.6K	-4.06K	-13.60%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.51%	49.3K	806.5K	-7.18K	-12.72%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.14%	13.14K	214.91K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	17.09K	279.58K	17.09K	+100.00%
Mar 31, 2025	LONG PATH PARTNERS LP	9.5%	910.33K	14.89M	-30.47K	-3.24%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.65%	62.59K	1.02M	-2.48K	-3.80%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.18%	17.7K	289.61K	-7.5K	-29.76%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.21%	20K	327.2K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	13.94K	228.09K	-910	-6.13%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	17.64K	288.61K	1.21K	+7.37%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.45%	43.4K	710.02K	4.9K	+12.73%
Mar 31, 2025	TETON ADVISORS, INC.	0.59%	56.5K	924.34K	-2.9K	-4.88%
Mar 31, 2025	GLOBEFLEX CAPITAL L P	0.66%	63.52K	1.04M	0	0
Mar 31, 2024	BANC FUNDS CO LLC	1.96%	183.43K	2.9M	-19.86K	-9.77%
Mar 31, 2024	ANCORA ADVISORS, LLC	1.65%	154.53K	2.44M	8.25K	+5.64%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.66%	155.24K	2.45M	3.4K	+2.24%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.15%	201.24K	3.18M	4.34K	+2.20%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.23%	208.83K	3.3M	6.3K	+3.11%
Mar 31, 2024	KEELEY-TETON ADVISORS, LLC	2.44%	228.49K	3.61M	-300	-0.13%
Mar 31, 2024	FIRST PERSONAL FINANCIAL SERVICES	0.04%	4K	63.24K	4K	+100.00%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	4.65K	73.58K	-40	-0.85%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	5.15K	81.37K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.09%	8.45K	133.59K	692	+8.92%
Mar 31, 2024	HERON BAY CAPITAL MANAGEMENT	0.11%	10.26K	162.23K	10.26K	+100.00%
Mar 31, 2024	BLACKROCK INC.	5.71%	534.55K	8.45M	-29.65K	-5.26%
Mar 31, 2024	ROYCE & ASSOCIATES LP	6.77%	634.59K	10.03M	-8.1K	-1.26%
Mar 31, 2024	GABELLI FUNDS LLC	0.11%	10.5K	166.01K	0	0
Mar 31, 2024	LONG PATH PARTNERS LP	8.11%	760.17K	12.02M	34.61K	+4.77%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.11%	10.61K	167.68K	-3.19K	-23.13%
Mar 31, 2024	DENALI ADVISORS LLC	0.13%	11.8K	186.56K	0	0
Mar 31, 2024	INVESCO LTD.	0.13%	12.26K	193.77K	12.26K	+100.00%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.14%	12.8K	202.31K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.14%	13.16K	208.02K	359	+2.80%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	13.52K	213.68K	-10.15K	-42.90%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	14.1K	222.89K	-458	-3.15%
Mar 31, 2024	ROBERTS GLORE & CO INC /IL/	0.15%	14.11K	223.05K	0	0
Mar 31, 2024	UBS GROUP AG	0.17%	16.38K	258.94K	102	+0.63%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.2%	18.72K	296.03K	0	0
Mar 31, 2024	BARCLAYS PLC	0.22%	20.15K	318K	-6.05K	-23.08%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	24.98K	394.89K	0	0
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	28.5K	450.59K	-1.5K	-5.00%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.31%	29.41K	464.91K	-2.5K	-7.84%
Mar 31, 2024	APPLETON PARTNERS INC/MA	0.34%	31.65K	500K	0	0
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.35%	33.24K	518.58K	2.1K	+6.74%
Mar 31, 2024	CITADEL ADVISORS LLC	0.41%	38.58K	609.9K	10.97K	+39.71%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.43%	40.54K	641K	-2.3K	-5.36%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.48%	45.29K	715.97K	34.17K	+307.32%
Mar 31, 2024	CITIGROUP INC	0.49%	45.56K	720.26K	11.26K	+32.84%
Mar 31, 2024	HM PAYSON & CO	0.5%	46.89K	741.3K	44.4K	+1,784.57%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.53%	49.5K	782.63K	2.91K	+6.23%
Mar 31, 2024	MORGAN STANLEY	0.54%	50.2K	793.67K	-11.09K	-18.10%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.56%	52.52K	830.33K	-8.44K	-13.85%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.68%	63.52K	1M	0	0
Mar 31, 2024	NOVARE CAPITAL MANAGEMENT LLC	0.69%	64.4K	1.02M	-2.1K	-3.16%
Mar 31, 2024	TETON ADVISORS, INC.	0.73%	68.5K	1.08M	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.82%	77.14K	1.22M	-771	-0.99%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	1.02%	95.42K	1.51M	4.85K	+5.36%
Mar 31, 2024	CARY STREET PARTNERS ASSET MANAGEMENT LLC	1.24%	115.71K	1.83M	-9.97K	-7.93%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.32%	123.31K	1.95M	-6.12K	-4.73%
Mar 31, 2024	STATE STREET CORP	1.6%	150.17K	2.37M	0	0
Mar 31, 2024	PERRITT CAPITAL MANAGEMENT INC	2.08%	195.24K	3.09M	-3.25K	-1.64%
Mar 31, 2024	INVENOMIC CAPITAL MANAGEMENT LP	2.21%	207.36K	3.28M	-58.18K	-21.91%
Mar 31, 2024	BOSTON PARTNERS	2.59%	242.35K	3.83M	-17.12K	-6.60%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	4.78%	448.15K	7.09B	40.09K	+9.82%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.28%	26.28K	415.44K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.33%	30.77K	485K	-2.92K	-8.67%
Mar 31, 2024	JPMORGAN CHASE & CO	0.19%	18.13K	286.64K	7.69K	+73.68%
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.8%	262.46K	4.15M	-13.49K	-4.89%
Mar 31, 2024	VANGUARD GROUP INC	5.57%	522.14K	8.25M	4.76K	+0.92%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	200	3.16K	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	344	5K	-1.03K	-74.95%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0.01%	607	9.6K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	744	11.76M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	770	12.17K	-15	-1.91%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	1.02K	16.08M	0	0
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.02%	1.8K	28.46K	0	0
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.88K	30K	0	0
Mar 31, 2024	GUARDIAN WEALTH MANAGEMENT, INC.	0.03%	2.81K	44.47K	36	+1.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	3.11K	49.24K	677	+27.78%
Dec 31, 2023	LONG PATH PARTNERS LP	7.76%	725.56K	12.33M	0	0
Dec 31, 2023	PERRITT CAPITAL MANAGEMENT INC	2.12%	198.49K	3.37M	-4.85K	-2.38%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.17%	202.53K	3.44M	12.87K	+6.78%
Dec 31, 2023	BANC FUNDS CO LLC	2.17%	203.29K	3.46M	0	0
Dec 31, 2023	KEELEY-TETON ADVISORS, LLC	2.45%	228.79K	3.89M	25.1K	+12.32%
Dec 31, 2023	BOSTON PARTNERS	2.77%	259.47K	4.41M	-99.7K	-27.76%
Dec 31, 2023	INVENOMIC CAPITAL MANAGEMENT LP	2.84%	265.54K	4.51M	50.39K	+23.42%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.14%	12.8K	217.53K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.14%	12.8K	217.58K	-109	-0.84%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.14%	13.07K	222.19K	5.12K	+64.49%
Dec 31, 2023	CAPITAL MANAGEMENT CORP /VA	0.14%	13.33K	226.61K	-170.77K	-92.76%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.15%	13.8K	240.5K	0	0
Dec 31, 2023	ROBERTS GLORE & CO INC /IL/	0.15%	14.11K	239.84K	275	+1.99%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.16%	14.56K	247.45K	302	+2.12%
Dec 31, 2023	UBS GROUP AG	0.17%	16.28K	276.69K	5.55K	+51.67%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.2%	18.72K	318.31K	4.71K	+33.56%
Dec 31, 2023	STRS OHIO	0.2%	18.8K	319K	-1.7K	-8.29%
Dec 31, 2023	KOSS-OLINGER CONSULTING, LLC	0.25%	22.99K	391K	7.89K	+52.25%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.25%	23.67K	402.37K	-8.41K	-26.23%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	24.98K	424.61K	-1.58K	-5.94%
Dec 31, 2023	BARCLAYS PLC	0.28%	26.2K	446K	12.37K	+89.52%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.28%	26.28K	446.71K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.3%	27.61K	469.4K	15.26K	+123.58%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.32%	30K	510K	-900	-2.91%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.33%	31.14K	529.12K	31.14K	+100.00%
Dec 31, 2023	APPLETON PARTNERS INC/MA	0.34%	31.65K	538K	0	0
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.34%	31.91K	542.4K	2.14K	+7.20%
Dec 31, 2023	ROYAL BANK OF CANADA	0.36%	33.68K	572K	1.23K	+3.80%
Dec 31, 2023	CITIGROUP INC	0.37%	34.29K	583K	6.35K	+22.73%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.46%	42.84K	728.27K	-27.22K	-38.85%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.5%	46.6K	792.15K	9.66K	+26.16%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.54%	50.94K	865.98K	-7.81K	-13.29%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.65%	60.96K	1.04M	27.19K	+80.51%
Dec 31, 2023	MORGAN STANLEY	0.66%	61.29K	1.04M	24.83K	+68.10%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.68%	63.52K	1.08M	0	0
Dec 31, 2023	NOVARE CAPITAL MANAGEMENT LLC	0.71%	66.5K	1.13M	3.1K	+4.89%
Dec 31, 2023	TETON ADVISORS, INC.	0.73%	68.5K	1.16M	500	+0.74%
Dec 31, 2023	NORTHERN TRUST CORP	0.83%	77.91K	1.32M	-1.07K	-1.35%
Dec 31, 2023	DIAMOND HILL CAPITAL MANAGEMENT INC	0.97%	90.57K	1.54M	-11.72K	-11.46%
Dec 31, 2023	CARY STREET PARTNERS ASSET MANAGEMENT LLC	1.34%	125.68K	2.14M	-6.23K	-4.72%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.38%	129.43K	2.2M	-5.59K	-4.14%
Dec 31, 2023	ANCORA ADVISORS, LLC	1.56%	146.28K	2.49M	16.81K	+12.98%
Dec 31, 2023	STATE STREET CORP	1.61%	150.17K	2.55M	4.4K	+3.02%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.62%	151.84K	2.58M	-600	-0.39%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.1%	196.91K	3.35M	8.93K	+4.75%
Dec 31, 2023	PACIFIC RIDGE CAPITAL PARTNERS, LLC	2.95%	275.94K	4.69M	-8.32K	-2.93%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	4.36%	408.06K	6.94M	106.01K	+35.10%
Dec 31, 2023	VANGUARD GROUP INC	5.53%	517.38K	8.8M	9.05K	+1.78%
Dec 31, 2023	BLACKROCK INC.	6.03%	564.2K	9.59M	46.32K	+8.94%
Dec 31, 2023	ROYCE & ASSOCIATES LP	6.87%	642.69K	10.93M	87.2K	+15.70%

Insiders

Among the SAMG insiders holding of 18.75% of the stake in company, ESTATE OF G. MOFFETT COCHRAN, 10 percent owner, holds the largest shares of 993.86K. LONG PATH SMALLER COMPANIES FUND, LP, 10 percent owner, is the second largest SAMG insider with ownership of 940.8K shares. MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN, 10 percent owner, stands third with possession of 648.15K shares of that stake.

Insiders	Designation	Shares Held
ESTATE OF G. MOFFETT COCHRAN	10 percent owner	993.86K
LONG PATH SMALLER COMPANIES FUND, LP	10 percent owner	940.8K
MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	10 percent owner	648.15K
PECHTER RICHARD SCOTT	director	45.44K
GRAY JOHN ALLEN	Managing Director	42.9K
KIDD WILMOT H	director	25K
HOUGH RICHARD R III	Chairman and CEO	9.59K
DUNN BRIAN D	director	9K
COCHRAN GEORGE MOFFETT	Chairman and CEO	4.55K
CONRAD WINTHROP B JR	director	3K
CAMPBELL DAVID J	General Counsel and Secretary	100
GERARD SCOTT A	Chief Financial Officer	100
MESSINA AL	director	0
VULCAN WEALTH MANAGEMENT LLC	10 percent owner	0
JAFFE MARTIN	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 01, 2025	GRAY JOHN ALLEN	PURCHASE	13.85	1.29K	17.8K	42.9K
Nov 28, 2025	GRAY JOHN ALLEN	PURCHASE	13.83	5.5K	76.07K	41.61K
Nov 26, 2025	GRAY JOHN ALLEN	PURCHASE	13.66	15K	204.9K	36.11K
Apr 30, 2024	LONG PATH SMALLER COMPANIES FUND, LP	PURCHASE	15.05	5.11K	76.94K	940.8K
Mar 13, 2024	GRAY JOHN ALLEN	PURCHASE	15.84	3.14K	49.66K	21.11K
Apr 20, 2020	HOUGH RICHARD R III	PURCHASE	9.45	36	340.2	9.59K
Apr 17, 2020	HOUGH RICHARD R III	PURCHASE	9.28	5.35K	49.65K	9.55K
Apr 15, 2020	GRAY JOHN ALLEN	PURCHASE	9.21	43	396.03	17.98K
Apr 14, 2020	GRAY JOHN ALLEN	PURCHASE	9.57	7.73K	73.98K	17.93K
Apr 13, 2020	GRAY JOHN ALLEN	PURCHASE	9.48	2.7K	25.61K	10.2K
Aug 28, 2019	MESSINA AL	SALE	13.03	2.84K	37.02K	0
Aug 27, 2019	MESSINA AL	SALE	12.95	2.9K	37.55K	0
Aug 26, 2019	MESSINA AL	SALE	12.97	8.86K	114.89K	0
Aug 23, 2019	MESSINA AL	SALE	12.76	5.4K	68.88K	0
Sep 18, 2018	DUNN BRIAN D	PURCHASE	15.17	2.1K	31.86K	9K
Sep 17, 2018	DUNN BRIAN D	PURCHASE	15.23	1.9K	28.94K	6.9K
Aug 08, 2018	MESSINA AL	SALE	16.73	3.16K	52.88K	0
Aug 07, 2018	MESSINA AL	SALE	16.88	6.84K	115.49K	0
May 21, 2018	MESSINA AL	SALE	15.56	1K	15.59K	0
May 18, 2018	MESSINA AL	SALE	15.52	1.5K	23.29K	0
May 17, 2018	MESSINA AL	SALE	15.50	2.78K	43.02K	0
May 16, 2018	MESSINA AL	SALE	15.54	276	4.29K	0
May 14, 2018	MESSINA AL	SALE	15.51	504	7.82K	0
May 11, 2018	MESSINA AL	SALE	15.54	219	3.4K	0
May 10, 2018	MESSINA AL	SALE	15.57	1.13K	17.52K	0
May 09, 2018	MESSINA AL	SALE	15.60	2.6K	40.53K	0
May 02, 2018	MESSINA AL	SALE	15.50	1.23K	19.13K	0
May 01, 2018	MESSINA AL	SALE	15.51	1.44K	22.27K	0
May 01, 2018	HOUGH RICHARD R III	PURCHASE	15.48	1.81K	27.94K	4.2K
Apr 30, 2018	HOUGH RICHARD R III	PURCHASE	15.35	2.2K	33.69K	2.4K
Apr 26, 2018	MESSINA AL	SALE	15.53	3.32K	51.51K	0
Apr 25, 2018	MESSINA AL	SALE	15.40	2.99K	46.03K	0
Apr 24, 2018	MESSINA AL	SALE	15.36	2.69K	41.37K	0
Apr 23, 2018	MESSINA AL	SALE	15.40	100	1.54K	0
Apr 20, 2018	MESSINA AL	SALE	15.55	289	4.49K	0
Apr 18, 2018	MESSINA AL	SALE	15.55	3.87K	60.11K	0
Apr 17, 2018	MESSINA AL	SALE	15.51	1.98K	30.63K	0
Apr 16, 2018	MESSINA AL	SALE	15.57	1.6K	24.91K	0
Jan 09, 2018	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	15.00	250K	3.75M	648.15K
Oct 24, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	15.61	5.95K	92.86K	898.15K
Oct 23, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.50	9.2K	133.4K	904.1K
Oct 20, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.52	11.2K	162.61K	913.3K
Oct 19, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.51	2.5K	36.27K	924.5K
Oct 18, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.51	8K	116.09K	927K
Oct 17, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.50	5.6K	81.21K	935K
Oct 16, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.55	8.3K	120.74K	940.6K
Oct 13, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.51	4.4K	63.86K	948.9K
Oct 12, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.53	3.7K	53.76K	953.3K
Oct 11, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.64	5.6K	81.99K	957K
Oct 10, 2017	MARITAL TRUST UNDER ARTICLE 7TH OF THE WILL OF G. MOFFETT COCHRAN	SALE	14.90	22.5K	335.18K	962.6K
Sep 11, 2017	DUNN BRIAN D	PURCHASE	13.28	5K	66.38K	5K
Jun 10, 2016	PECHTER RICHARD SCOTT	PURCHASE	12.00	900	10.8K	45.44K
Mar 18, 2016	PECHTER RICHARD SCOTT	PURCHASE	11.25	900	10.13K	43.54K
Mar 17, 2016	PECHTER RICHARD SCOTT	PURCHASE	11.25	2.64K	29.68K	42.64K
Jun 02, 2015	PECHTER RICHARD SCOTT	PURCHASE	12.96	17.1K	221.62K	40K
Mar 31, 2015	PECHTER RICHARD SCOTT	PURCHASE	14.11	5.4K	76.19K	22.9K
Nov 18, 2014	JAFFE MARTIN	SALE	14.40	100K	1.44M	0
Sep 19, 2014	PECHTER RICHARD SCOTT	PURCHASE	14.90	2.5K	37.26K	17.5K
Aug 19, 2014	PECHTER RICHARD SCOTT	PURCHASE	16.50	5K	82.5K	15K
Jul 23, 2014	ESTATE OF G. MOFFETT COCHRAN	SALE	15.90	900K	14.31M	993.86K
Mar 20, 2014	PECHTER RICHARD SCOTT	PURCHASE	17.50	5K	87.52K	10K
Mar 19, 2014	PECHTER RICHARD SCOTT	PURCHASE	17.48	5K	87.39K	5K
Jul 02, 2013	CONRAD WINTHROP B JR	PURCHASE	11.00	3K	33K	3K
Jul 02, 2013	HOUGH RICHARD R III	PURCHASE	11.00	200	2.2K	200
Jul 02, 2013	VULCAN WEALTH MANAGEMENT LLC	SALE	0.01	2.68M	26.79K	0
Jul 02, 2013	JAFFE MARTIN	SALE	0.00	463.47K	-	926.91K
Jul 02, 2013	COCHRAN GEORGE MOFFETT	PURCHASE	11.00	4.55K	50K	4.55K
Jul 02, 2013	MESSINA AL	SALE	0.00	196.37K	-	178.69K
Jul 02, 2013	KIDD WILMOT H	PURCHASE	11.00	25K	275K	25K
Jul 02, 2013	CAMPBELL DAVID J	PURCHASE	11.00	100	1.1K	100
Jul 02, 2013	GERARD SCOTT A	PURCHASE	11.00	100	1.1K	100

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