|
Q1 2025
|
118 |
758,471 |
UNTY, SSBK, AMBZ, OSBC
|
13F-HR
|
5/14/2025 |
000102931125000006 |
|
Q4 2024
|
121 |
906,585 |
UNTY, OSBC, AMBZ, SSBK
|
13F-HR
|
2/13/2025 |
000102931125000004 |
|
Q3 2024
|
125 |
921,366 |
UNTY, OSBC, FRBA, SSBK
|
13F-HR
|
11/14/2024 |
000102931124000008 |
|
Q2 2024
|
127 |
843,013 |
OSBC, UNTY, TFIN, SSBK
|
13F-HR
|
8/13/2024 |
000102931124000003 |
|
Q1 2024
|
134 |
884,708 |
OSBC, UNTY, TFIN, AMBZ
|
13F-HR
|
5/13/2024 |
000156761924000315 |
|
Q4 2023
|
145 |
1,014,511 |
OSBC, UNTY, TFIN, FRBA
|
13F-HR
|
2/13/2024 |
000156761924000189 |
|
Q3 2023
|
149 |
852,708 |
OSBC, UNTY, TFIN, PGC
|
13F-HR
|
11/13/2023 |
000156761923007704 |
|
Q2 2023
|
155 |
849,011 |
OSBC, UNTY, TFIN, PGC
|
13F-HR
|
8/11/2023 |
000156761923006908 |
|
Q1 2023
|
158 |
936,318 |
OSBC, FNBT, UNTY, PGC
|
13F-HR
|
5/12/2023 |
000156761923006059 |
|
Q4 2022
|
166 |
1,132,897 |
OSBC, PGC, UNTY, LBAI
|
13F-HR
|
2/13/2023 |
000156761923002418 |
|
Q3 2022
|
175 |
1,085,625 |
OSBC, PGC, AMBZ, FNBT
|
13F-HR
|
11/14/2022 |
000156761922019873 |
|
Q2 2022
|
183 |
1,106,589 |
OSBC, FNBT, AMBZ, FFWM
|
13F-HR
|
8/12/2022 |
000156761922015788 |
|
Q1 2022
|
190 |
1,274,223 |
OSBC, TFIN, FFWM, FNBT
|
13F-HR
|
5/11/2022 |
000156761922010042 |
|
Q4 2021
|
198 |
1,327,379 |
TFIN, FNBT, FFWM, PGC
|
13F-HR
|
2/10/2022 |
000156761922003289 |
|
Q3 2021
|
195 |
1,306,154 |
TFIN, FNBT, FFWM, AMBZ
|
13F-HR
|
11/12/2021 |
000156761921019912 |
|
Q2 2021
|
195 |
1,361,871 |
FNBT, AMBZ, PGC, FFWM
|
RESTATEMENT
|
8/12/2021 |
000156761921015244 |
|
Q1 2021
|
197 |
1,317,204 |
PGC, FRST, FFWM, TFIN
|
13F-HR
|
5/12/2021 |
000156761921009694 |
|
Q4 2020
|
190 |
1,057,294 |
SONA, PGC, FFWM, AMBZ
|
13F-HR
|
2/16/2021 |
000156761921003861 |
|
Q3 2020
|
189 |
769,990 |
FFWM, PGC, SASR, AMBZ
|
13F-HR
|
11/12/2020 |
000156761920019305 |
|
Q2 2020
|
195 |
839,792 |
FFWM, PGC, SFST, SASR
|
13F-HR
|
8/12/2020 |
000156761920014871 |
|
Q1 2020
|
206 |
839,691 |
SFST, PGC, FFWM, MBWM
|
13F-HR
|
5/14/2020 |
000156761920009866 |
|
Q4 2019
|
211 |
1,435,584 |
PGC, TSC, SFST, OSBC
|
13F-HR
|
2/12/2020 |
000156761920002886 |
|
Q3 2019
|
217 |
1,325,214 |
PGC, SFST, MBWM, SASR
|
13F-HR
|
11/14/2019 |
000156761919021535 |
|
Q2 2019
|
225 |
1,295,948 |
PGC, MBWM, SASR, TSC
|
13F-HR
|
8/12/2019 |
000156761919016195 |
|
Q1 2019
|
233 |
1,337,921 |
MBWM, PGC, TSC, SASR
|
13F-HR
|
5/13/2019 |
000156761919010588 |
|
Q4 2018
|
249 |
1,326,360 |
MBWM, PGC, LION, SASR
|
13F-HR
|
2/11/2019 |
000156761919002966 |
|
Q3 2018
|
258 |
1,687,102 |
MBWM, TSC, PGC, SASR
|
13F-HR
|
11/13/2018 |
000156761918005785 |
|
Q2 2018
|
265 |
1,933,359 |
MBWM, OBNK, TSC, PGC
|
13F-HR
|
8/13/2018 |
000156761918000564 |
|
Q1 2018
|
255 |
1,953,962 |
MBWM, PGC, State Bank Financial Corporation, TSC
|
13F-HR
|
5/11/2018 |
000114036118022961 |
|
Q4 2017
|
260 |
2,146,881 |
PGC, MBWM, State Bank Financial Corporation, EFSC
|
13F-HR
|
2/13/2018 |
000114036118007010 |
|
Q3 2017
|
264 |
2,231,542 |
MBWM, PGC, State Bank Financial Corporation, EFSC
|
13F-HR
|
11/14/2017 |
000114036117042517 |
|
Q2 2017
|
267 |
2,197,649 |
EFSC, State Bank Financial Corporation, TSC, PGC
|
13F-HR
|
8/11/2017 |
000114036117031395 |
|
Q1 2017
|
266 |
2,320,236 |
EFSC, State Bank Financial Corporation, MBWM, TSC
|
13F-HR
|
5/15/2017 |
000114036117020167 |
|
Q4 2016
|
276 |
2,356,233 |
EFSC, MBWM, State Bank Financial Corporation, PGC
|
13F-HR
|
2/14/2017 |
000114036117006352 |
|
Q3 2016
|
287 |
1,810,546 |
EFSC, State Bank Financial Corporation, MBWM, SCNB
|
13F-HR
|
11/15/2016 |
000114036116086730 |
|
Q2 2016
|
296 |
1,714,758 |
EFSC, MBWM, State Bank Financial Corporation, SCNB
|
13F-HR
|
8/12/2016 |
000114036116076232 |
|
Q1 2016
|
305 |
1,589,891 |
EFSC, MBWM, State Bank Financial Corporation, SASR
|
13F-HR
|
5/16/2016 |
000114036116065475 |
|
Q4 2015
|
311 |
1,753,997 |
EFSC, MBWM, State Bank Financial Corporation, LION
|
13F-HR
|
2/12/2016 |
000114036116051835 |
|
Q3 2015
|
310 |
1,631,251 |
EFSC, State Bank Financial Corporation, MBWM, LION
|
13F-HR
|
11/12/2015 |
000114036115040886 |
|
Q2 2015
|
310 |
1,642,871 |
EFSC, State Bank Financial Corporation, MBWM, SASR
|
13F-HR
|
8/11/2015 |
000114036115031053 |
|
Q1 2015
|
293 |
1,520,047 |
State Bank Financial Corporation, EFSC, SASR, PGC
|
RESTATEMENT
|
5/14/2015 |
000114036115019717 |
|
Q4 2014
|
288 |
1,450,923 |
EFSC, BPFH, State Bank Financial Corporation, EGBN
|
13F-HR
|
2/12/2015 |
000114036115005855 |
|
Q3 2014
|
283 |
1,304,999 |
BPFH, EFSC, EGBN, FMBI
|
13F-HR
|
11/12/2014 |
000114036114041221 |
|
Q2 2014
|
283 |
1,379,653 |
BPFH, EFSC, MBWM, FMBI
|
13F-HR
|
8/13/2014 |
000114036114032280 |
|
Q1 2014
|
231 |
1,339,023 |
BPFH, EFSC, EGBN, FMBI
|
13F-HR
|
5/14/2014 |
000114036114020577 |
|
Q4 2013
|
222 |
1,314,239 |
BPFH, EFSC, Virginia Commerce Bancorp, Inc., EGBN
|
13F-HR
|
2/14/2014 |
000114036114007089 |