Stock Transactions — BANK OF THE JAMES FINL GP IN

Total Bought
31,416
8 transactions
Total Sold
27,479
6 transactions
Net
+3,937
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Fourthstone LLC291,782321,908+30,1260.821.12+0.30buy
Farther Finance Advisors, LLC0476+4760.000.00+0.00buy
BlackRock, Inc.10,07710,485+4080.000.00+0.00buy
Tower Research Capital LLC (TRC)135345+2100.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP32,66532,727+620.000.00+0.00buy
RFG - Bristol Wealth Advisors, LLC11,20511,265+600.050.06+0.01buy
CITIGROUP INC046+460.000.00+0.00buy
OSAIC HOLDINGS, INC.5,1165,144+280.000.00+0.00buy
VANGUARD GROUP INC185,154185,15400.000.00+0.00hold
BRIDGEWAY CAPITAL MANAGEMENT, LLC36,23836,23800.010.01+0.00hold
Empowered Funds, LLC23,23823,23800.000.00-0.00hold
SBI Securities Co., Ltd.2200.000.00+0.00hold
MontVue Capital Management, Inc.13,02713,02700.140.16+0.02hold
FIRST MANHATTAN CO. LLC.22,31122,31100.000.00+0.00hold
WELLS FARGO & COMPANY/MN6,3426,34200.000.00+0.00hold
JONES FINANCIAL COMPANIES LLLP30030000.000.00+0.00hold
Atlantic Union Bankshares Corp6,0006,00000.000.00+0.00hold
ACADIAN ASSET MANAGEMENT LLC2,1392,030-1090.000.00+0.00sell
GEODE CAPITAL MANAGEMENT, LLC40,95440,670-2840.000.00+0.00sell
CAPTRUST FINANCIAL ADVISORS143,088141,918-1,1700.000.01+0.00sell
Krilogy Financial LLC33,53330,900-2,6330.020.02-0.00sell
PETTYJOHN, WOOD & WHITE, INC255,975251,382-4,5930.660.73+0.07sell
SALZHAUER MICHAEL18,6900-18,6900.150.00-0.15sell
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