JOHN MARSHALL BANCORP INC

Ticker: JMSB CUSIP: 47805L101 Class: Common Stock

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (7)

GSA CAPITAL PARTNERS LLP
Value ($000) $0 Shares 11,910
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $518 Shares 25,900
Quantinno Capital Management LP
Value ($000) $324 Shares 16,220
AQR CAPITAL MANAGEMENT LLC
Value ($000) $414 Shares 20,713
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $324 Shares 16,529
ACADIAN ASSET MANAGEMENT LLC
Value ($000) $0 Shares 3,717
ROTHSCHILD INVESTMENT LLC
Value ($000) $0 Shares 1

Increased Positions (14)

Rhino Investment Partners, Inc
Value ($000) $1,896 (+134.9%) Shares 94,840 (+132.9%)
Fourthstone LLC
Value ($000) $2,236 (+7.8%) Shares 111,874 (+6.9%)
VANGUARD GROUP INC
Value ($000) $13,845 (+7.5%) Shares 692,614 (+6.6%)
Advisory Services Network, LLC
Value ($000) $487 (+45.7%) Shares 24,350 (+44.5%)
CITADEL ADVISORS LLC
Value ($000) $625 (+55.0%) Shares 31,260 (+53.7%)
GOLDMAN SACHS GROUP INC
Value ($000) $455 (+58.8%) Shares 22,749 (+57.5%)
WELLS FARGO & COMPANY/MN
Value ($000) $326 (+39.1%) Shares 16,311 (+37.9%)
MORGAN STANLEY
Value ($000) $403 (+27.6%) Shares 20,153 (+26.5%)
BARCLAYS PLC
Value ($000) $401 (+23.2%) Shares 20,037 (+21.9%)
ROYAL BANK OF CANADA
Value ($000) $430 (+3.9%) Shares 21,519 (+3.0%)
Versant Capital Management, Inc
Value ($000) $9 (+70.2%) Shares 432 (+68.8%)
CITIGROUP INC
Value ($000) $6 (+104.5%) Shares 298 (+102.7%)
SRS Capital Advisors, Inc.
Value ($000) $1 (+31.7%) Shares 47 (+30.6%)
CWM, LLC
Value ($000) $0 (+16.7%) Shares 348 (+8.1%)

Decreased Positions (21)

FJ Capital Management LLC
Value ($000) $8,255 (-3.1%) Shares 412,945 (-3.9%)
TOTH FINANCIAL ADVISORY CORP
Value ($000) $7,486 (-3.3%) Shares 374,479 (-4.2%)
T. Rowe Price Investment Management, Inc.
Value ($000) $14 (-65.0%) Shares 699,213 (-65.3%)
BANK OF AMERICA CORP /DE/
Value ($000) $4,880 (-3.2%) Shares 244,105 (-4.0%)
MILLENNIUM MANAGEMENT LLC
Value ($000) $262 (-36.0%) Shares 13,117 (-36.5%)
JANE STREET GROUP, LLC
Value ($000) $258 (-34.0%) Shares 12,890 (-34.6%)
NORTHERN TRUST CORP
Value ($000) $1,918 (-4.2%) Shares 95,950 (-5.1%)
JPMORGAN CHASE & CO
Value ($000) $159 (-30.5%) Shares 7,953 (-31.1%)
UBS Group AG
Value ($000) $204 (-21.3%) Shares 10,215 (-21.9%)
Police & Firemen's Retirement System of New Jersey
Value ($000) $50 (-42.2%) Shares 2,480 (-42.7%)
RHUMBLINE ADVISERS
Value ($000) $337 (-10.2%) Shares 16,843 (-11.0%)
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Value ($000) $693 (-3.8%) Shares 34,657 (-4.6%)
NISA INVESTMENT ADVISORS, LLC
Value ($000) $7 (-52.3%) Shares 331 (-52.7%)
Sterling Capital Management LLC
Value ($000) $15 (-15.7%) Shares 729 (-16.4%)
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
Value ($000) $15 (-13.9%) Shares 775 (-14.6%)
Tower Research Capital LLC (TRC)
Value ($000) $11 (-18.0%) Shares 543 (-18.7%)
EverSource Wealth Advisors, LLC
Value ($000) $2 (-11.6%) Shares 92 (-12.4%)
FMR LLC
Value ($000) $1 (-10.1%) Shares 66 (-10.8%)
Allworth Financial LP
Value ($000) $0 (-25.0%) Shares 3 (-25.0%)
Covestor Ltd
Value ($000) $0 (0.0%) Shares 89 (-7.3%)

Exited Positions (3)

NewEdge Advisors, LLC
Value ($000) $229 Shares 11,530
Wealthspire Advisors, LLC
Value ($000) $135 Shares 6,802
Ameritas Advisory Services, LLC
Value ($000) $49 Shares 2,452