CUSIP 470299108
BANK OF THE JAMES FINL GP IN
45 institutions · $26.7M total · 1,512,704 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 321,908 | $6.0M | 21.28% | 2025-12-31 |
| 2 | PETTYJOHN, WOOD & WHITE, INC | 251,382 | $4.7M | 16.61% | 2025-12-31 |
| 3 | Daytona Street Capital LLC | 157,866 | $2.9M | 10.43% | 2025-12-31 |
| 4 | VANGUARD GROUP INC | 156,936 | $2.9M | 10.37% | 2025-12-31 |
| 5 | CAPTRUST FINANCIAL ADVISORS | 141,918 | $2.6M | 9.38% | 2025-12-31 |
| 6 | Inspire Investing, LLC | 72,360 | $1.1M | 4.78% | 2024-12-31 |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36,238 | $673.3K | 2.39% | 2025-12-31 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 33,808 | $628.4K | 2.23% | 2025-12-31 |
| 9 | DIMENSIONAL FUND ADVISORS LP | 30,584 | $568.3K | 2.02% | 2025-12-31 |
| 10 | Krilogy Financial LLC | 30,900 | $567.0K | 2.04% | 2025-12-31 |
| 11 | Empowered Funds, LLC | 23,238 | $431.8K | 1.53% | 2025-12-31 |
| 12 | FIRST MANHATTAN CO. LLC. | 22,311 | $414.5K | 1.47% | 2025-12-31 |
| 13 | Raymond James Financial Services Advisors, Inc. | 37,969 | $393.4K | 2.51% | 2024-03-31 |
| 14 | BANC FUNDS CO LLC | 23,029 | $316.4K | 1.52% | 2024-09-30 |
| 15 | SALZHAUER MICHAEL | 18,690 | $291.6K | 1.23% | 2025-09-30 |
| 16 | LPL Financial LLC | 14,320 | $266.1K | 0.94% | 2025-12-31 |
| 17 | MontVue Capital Management, Inc. | 13,027 | $242.0K | 0.86% | 2025-12-31 |
| 18 | RFG - Bristol Wealth Advisors, LLC | 11,265 | $209.3K | 0.74% | 2025-12-31 |
| 19 | MALTESE CAPITAL MANAGEMENT LLC | 17,712 | $186.0K | 1.17% | 2023-12-31 |
| 20 | Fiduciary Trust Co | 12,413 | $183.5K | 0.82% | 2025-03-31 |
| 21 | BlackRock, Inc. | 9,426 | $175.1K | 0.62% | 2025-12-31 |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 11,477 | $169.6K | 0.75% | 2025-03-31 |
| 23 | BHZ CAPITAL MANAGEMENT, LP | 13,255 | $137.3K | 0.87% | 2024-03-31 |
| 24 | WELLS FARGO & COMPANY/MN | 6,342 | $117.8K | 0.41% | 2025-12-31 |
| 25 | Atlantic Union Bankshares Corp | 6,000 | $111.5K | 0.39% | 2025-12-31 |
| 26 | OSAIC HOLDINGS, INC. | 5,144 | $95.6K | 0.34% | 2025-12-31 |
| 27 | BlackRock Inc. | 8,253 | $92.9K | 0.54% | 2024-06-30 |
| 28 | MORGAN STANLEY | 4,024 | $74.8K | 0.26% | 2025-12-31 |
| 29 | WealthTrak Capital Management LLC | 2,200 | $31.0K | 0.14% | 2025-06-30 |
| 30 | RAYMOND JAMES FINANCIAL INC | 1,948 | $27.4K | 0.12% | 2025-06-30 |
| 31 | Farther Finance Advisors, LLC | 476 | $8.8K | 0.03% | 2025-12-31 |
| 32 | Tower Research Capital LLC (TRC) | 345 | $6.4K | 0.02% | 2025-12-31 |
| 33 | JONES FINANCIAL COMPANIES LLLP | 300 | $5.6K | 0.01% | 2025-12-31 |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 259 | $4.1K | 0.01% | 2024-12-31 |
| 35 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 364 | $3.7K | 0.02% | 2023-12-31 |
| 36 | UBS Group AG | 85 | $1.6K | 0.00% | 2025-12-31 |
| 37 | CITIGROUP INC | 46 | $855 | 0.00% | 2025-12-31 |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 12,828 | $176 | 0.84% | 2024-09-30 |
| 39 | INNEALTA CAPITAL, LLC | 15 | $169 | 0.00% | 2024-06-30 |
| 40 | FMR LLC | 5 | $93 | 0.00% | 2025-12-31 |
| 41 | BANK OF AMERICA CORP /DE/ | 4 | $74 | 0.00% | 2025-12-31 |
| 42 | SBI Securities Co., Ltd. | 2 | $37 | 0.00% | 2025-12-31 |
| 43 | ACADIAN ASSET MANAGEMENT LLC | 2,030 | $37 | 0.13% | 2025-12-31 |
| 44 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 45 | Royal Bank of Canada | 2 | $0 | 0.00% | 2025-09-30 |