Filing Research | SYBT - STOCK YDS BANCORP INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	BARLOW WEALTH PARTNERS, LLC	Shares	61.5KSH	$4.6M
2	CHATHAM CAPITAL GROUP, INC.	Shares	50.0KSH	$3.8M
3	Sequoia Financial Advisors, LLC	Shares	27.6KSH	$2.1M
4	DAVENPORT & Co LLC	Shares	16.5KSH	$1.3M
5	Formidable Asset Management, LLC	Shares	18.7KSH	$1.2M
6	Sippican Capital Advisors	Shares	15.6KSH	$1.2M
7	FIRETHORN WEALTH PARTNERS, LLC	Shares	15.0KSH	$1.1M
8	Independence Bank of Kentucky	Shares	13.7KSH	$1.0M
9	BALDWIN WEALTH PARTNERS LLC/MA	Shares	11.8KSH	$900.8K
10	GUIDANCE CAPITAL, INC	Shares	9.9KSH	$811.5K
11	Atlas Brown,Inc.	Shares	8.7KSH	$665.7K
12	Diversified Trust Co	Shares	8.4KSH	$639.8K
13	Yorktown Management & Research Co Inc	Shares	8.1KSH	$619.4K
14	Police & Firemen's Retirement System of New Jersey	Shares	7.9KSH	$602.0K
15	PRIVATE CLIENT SERVICES, LLC	Shares	6.9KSH	$526.2K
16	First Financial Bank - Trust Division	Shares	5.9KSH	$448.6K
17	Joule Financial, LLC	Shares	4.6KSH	$356.5K
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.5KSH	$341.7K
19	GAMMA Investing LLC	Shares	4.1KSH	$310.2K
20	Blue Trust, Inc.	Shares	4.0KSH	$305.9K
21	Ballentine Partners, LLC	Shares	3.8KSH	$287.4K
22	Farther Finance Advisors, LLC	Shares	3.6KSH	$277.4K
23	Ardent Capital Management, Inc.	Shares	2.6KSH	$202.6K
24	SIGNATUREFD, LLC	Shares	1.8KSH	$134.0K
25	Pillar Financial Advisors, LLC	Shares	1.6KSH	$120.4K
26	Kentucky Trust Co	Shares	612SH	$46.8K
27	LANARK FINANCIAL, INC.	Shares	500SH	$38.2K
28	Versant Capital Management, Inc	Shares	168SH	$12.8K
29	EverSource Wealth Advisors, LLC	Shares	69SH	$5.3K
30	ENTRUST FINANCIAL LLC	Shares	64SH	$4.9K
31	SJS Investment Consulting Inc.	Shares	33SH	$2.5K
32	HARVEY INVESTMENT CO LLC	Shares	25.2KSH	$1.9K
33	Physician Wealth Advisors, Inc.	Shares	14SH	$1.1K
34	Handelsbanken Fonder AB	Shares	7.0KSH	$535
35	Trust Co	Shares	6SH	$459
36	JFS WEALTH ADVISORS, LLC	Shares	3SH	$230
37	Creative Capital Management Investments LLC	Shares	3SH	$229
38	Fortitude Family Office, LLC	Shares	3SH	$229
39	State of Alaska, Department of Revenue	Shares	1.4KSH	$105
40	TFC Financial Management, Inc.	Shares	1SH	$77
41	Hughes Financial Services, LLC	Shares	1SH	$76
42	LRI Investments, LLC	Shares	1SH	$76
43	FNY Investment Advisers, LLC	Shares	100SH	$7
44	Capital Advisors, Ltd. LLC	Shares	9SH	$1

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

46 / 46 loaded

#		Instrument
1	CHATHAM CAPITAL GROUP, INC. added	Shares	+4.9K	+$830.5K	$3.8M
2	Sequoia Financial Advisors, LLC added	Shares	+4.3K	+$564.0K	$2.1M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.5K	+$341.7K	$341.7K
4	Ardent Capital Management, Inc. new	Shares	+2.6K	+$202.6K	$202.6K
5	BARLOW WEALTH PARTNERS, LLC unchanged	Shares	0	+$172.2K	$4.6M
6	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+71	+$157.1K	$1.1M
7	Sippican Capital Advisors trimmed	Shares	-215	+$145.0K	$1.2M
8	DAVENPORT & Co LLC trimmed	Shares	-451	+$138.0K	$1.3M
9	GAMMA Investing LLC added	Shares	+1.3K	+$124.5K	$310.2K
10	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$119.9K	$900.8K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+598	+$119.8K	$602.0K
12	GUIDANCE CAPITAL, INC unchanged	Shares	0	+$99.7K	$811.5K
13	Atlas Brown,Inc. added	Shares	+28	+$90.4K	$665.7K
14	Yorktown Management & Research Co Inc unchanged	Shares	0	+$82.5K	$619.4K
15	PRIVATE CLIENT SERVICES, LLC unchanged	Shares	0	+$70.0K	$526.2K
16	First Financial Bank - Trust Division unchanged	Shares	0	+$59.7K	$448.6K
17	Independence Bank of Kentucky trimmed	Shares	-1.2K	+$58.7K	$1.0M
18	Joule Financial, LLC unchanged	Shares	0	+$47.3K	$356.5K
19	Diversified Trust Co trimmed	Shares	-595	+$45.7K	$639.8K
20	Blue Trust, Inc. unchanged	Shares	0	+$40.7K	$305.9K
21	Ballentine Partners, LLC unchanged	Shares	0	+$38.3K	$287.4K
22	Farther Finance Advisors, LLC trimmed	Shares	-66	+$31.7K	$277.4K
23	SIGNATUREFD, LLC added	Shares	+149	+$27.7K	$134.0K
24	Pillar Financial Advisors, LLC unchanged	Shares	0	+$16.0K	$120.4K
25	Kentucky Trust Co unchanged	Shares	0	+$6.2K	$46.8K
26	LANARK FINANCIAL, INC. unchanged	Shares	0	+$5.1K	$38.2K
27	EverSource Wealth Advisors, LLC added	Shares	+47	+$3.8K	$5.3K
28	SJS Investment Consulting Inc. added	Shares	+32	+$2.5K	$2.5K
29	Versant Capital Management, Inc added	Shares	+11	+$2.4K	$12.8K
30	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$652	$4.9K
31	HARVEY INVESTMENT CO LLC trimmed	Shares	-300	+$237	$1.9K
32	Creative Capital Management Investments LLC new	Shares	+3	+$229	$229
33	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$142	$1.1K
34	Fortitude Family Office, LLC added	Shares	+1	+$96	$229
35	TFC Financial Management, Inc. new	Shares	+1	+$77	$77
36	Hughes Financial Services, LLC new	Shares	+1	+$76	$76
37	LRI Investments, LLC new	Shares	+1	+$76	$76
38	Handelsbanken Fonder AB unchanged	Shares	0	+$71	$535
39	Trust Co unchanged	Shares	0	+$61	$459
40	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$30	$230
41	State of Alaska, Department of Revenue unchanged	Shares	0	+$14	$105
42	FNY Investment Advisers, LLC unchanged	Shares	0	+$1	$7
43	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
44	Formidable Asset Management, LLC trimmed	Shares	-728	-$22.2K	$1.2M
45	Avior Wealth Management, LLC exited	Shares	-9.1K	-$600.1K	$0
46	Y-Intercept (Hong Kong) Ltd exited	Shares	-10.7K	-$710.2K	$0