Filing Research
Snapshot holdings
#
1JOHNSON INVESTMENT COUNSEL INC$2.4M
2Annex Advisory Services, LLC$2.3M
3Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1000.0K
4BARTLETT & CO. WEALTH MANAGEMENT LLC$318.5K
5J.W. COLE ADVISORS, INC.$299.5K
6Police & Firemen's Retirement System of New Jersey$263.2K
7GAMMA Investing LLC$22.9K
8Versant Capital Management, Inc$16.2K
9SIGNATUREFD, LLC$14.9K
10Farther Finance Advisors, LLC$12.0K
11EverSource Wealth Advisors, LLC$3.6K
12Fortitude Family Office, LLC$2.4K
13State of Alaska, Department of Revenue$109
14SBI Securities Co., Ltd.$53
Manager changes
#
1
JOHNSON INVESTMENT COUNSEL INC
+$726.8K
2
Annex Advisory Services, LLC
+$638.0K
3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
+$431.7K
4
Police & Firemen's Retirement System of New Jersey
+$125.6K
5
J.W. COLE ADVISORS, INC.
+$84.5K
6
BARTLETT & CO. WEALTH MANAGEMENT LLC
+$39.1K
7
Farther Finance Advisors, LLC
+$8.2K
8
Versant Capital Management, Inc
+$7.1K
9
GAMMA Investing LLC
+$6.9K
10
SIGNATUREFD, LLC
+$4.5K
11
State of Alaska, Department of Revenue
+$33
12
SBI Securities Co., Ltd.
+$16
13
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
-$46
14
MassMutual Private Wealth & Trust, FSB
-$130
15
Fortitude Family Office, LLC
-$900
16
EASTERN BANK
-$11.3K
17
EverSource Wealth Advisors, LLC
-$28.2K
18
Y-Intercept (Hong Kong) Ltd
-$235.5K
19
WEDGE CAPITAL MANAGEMENT L L P/NC
-$2.0M
Filing Research | LYTS - LSI INDS INC OHIO Institutional Holdings