Filing Research | LCNB - LCNB CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Ritter Daniher Financial Advisory LLC / DE	Shares	543.9KSH	$9.6M
2	JOHNSON INVESTMENT COUNSEL INC	Shares	135.6KSH	$2.4M
3	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	37.7KSH	$663.7K
4	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	34.0KSH	$598.5K
5	Baker Ellis Asset Management LLC	Shares	15.5KSH	$272.6K
6	Center for Financial Planning, Inc.	Shares	12.7KSH	$222.8K
7	EQUITABLE TRUST CO	Shares	11.4KSH	$200.1K
8	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$82.7K
9	GAMMA Investing LLC	Shares	242SH	$4.3K
10	EverSource Wealth Advisors, LLC	Shares	71SH	$1.2K
11	Farther Finance Advisors, LLC	Shares	37SH	$652
12	IFP Advisors, Inc	Shares	32SH	$563
13	True Wealth Design, LLC	Shares	21SH	$370
14	SJS Investment Consulting Inc.	Shares	8SH	$141
15	SBI Securities Co., Ltd.	Shares	4SH	$70
16	Wealth Enhancement Trust Services, Inc.	Shares	4SH	$70
17	Fortitude Family Office, LLC	Shares	1SH	$18

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-1.0K	+$1.1M	$9.6M
2	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-1.3K	+$250.2K	$2.4M
3	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+341	+$73.4K	$598.5K
4	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+10	+$65.4K	$663.7K
5	Baker Ellis Asset Management LLC unchanged	Shares	0	+$31.0K	$272.6K
6	Center for Financial Planning, Inc. unchanged	Shares	0	+$25.3K	$222.8K
7	EQUITABLE TRUST CO unchanged	Shares	0	+$22.8K	$200.1K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$9.4K	$82.7K
9	IFP Advisors, Inc added	Shares	+15	+$298	$563
10	EverSource Wealth Advisors, LLC added	Shares	+5	+$220	$1.2K
11	True Wealth Design, LLC added	Shares	+10	+$198	$370
12	Wealth Enhancement Trust Services, Inc. new	Shares	+4	+$70	$70
13	Fortitude Family Office, LLC new	Shares	+1	+$18	$18
14	SJS Investment Consulting Inc. unchanged	Shares	0	+$16	$141
15	Farther Finance Advisors, LLC trimmed	Shares	-39	-$555	$652
16	GAMMA Investing LLC trimmed	Shares	-76	-$701	$4.3K
17	SBI Securities Co., Ltd. trimmed	Shares	-92	-$1.4K	$70

Filing Research | LCNB - LCNB CORP Institutional Holdings