Vault-13

STOCK YDS BANCORP INC SYBT

COM · Common Stock · CUSIP 861025104

165 institutional holders -6 vs Q1 2024
16,831,07716.8m shares reported held*
57.2% of all shares outstanding*
$837.1mreported value*
13 new 69 added 50 reduced 21 sold out net sold ≈ $29.8m (-599.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($240.2k this quarter). Holder counts are more reliable. Shares outstanding: 29.4m as of 2024-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $49.73. Options: 4 managers hold calls ($615.5k notional), 2 hold puts ($124.2k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 157Q4 22: 161Q1 23: 150Q2 23: 155Q3 23: 156Q4 23: 159Q1 24: 171Q2 24: 165165Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022157
Q4 2022161
Q1 2023150
Q2 2023155
Q3 2023156
Q4 2023159
Q1 2024171
Q2 2024165

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 73 bought or addedQ4 22: 67 cut or sold outQ4 22Q1 23: 76 bought or addedQ1 23: 67 cut or sold outQ2 23: 71 bought or addedQ2 23: 65 cut or sold outQ2 23Q3 23: 83 bought or addedQ3 23: 59 cut or sold outQ4 23: 77 bought or addedQ4 23: 66 cut or sold outQ4 23Q1 24: 81 bought or addedQ1 24: 65 cut or sold outQ2 24: 82 bought or addedQ2 24: 71 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227367
Q1 20237667
Q2 20237165
Q3 20238359
Q4 20237766
Q1 20248165
Q2 20248271

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 23 calls: $23.6kQ3 23 puts: $0Q3 23P/C 0.00Q4 23 calls: $395.6kQ4 23 puts: $0Q4 23P/C 0.00Q1 24 calls: $478.4kQ1 24 puts: $342.4kQ1 24P/C 0.72Q2 24 calls: $615.5kQ2 24 puts: $124.2kQ2 24P/C 0.20
Numbers
QuarterCallsPutsP/C
Q3 2023$23.6k$00.00
Q4 2023$395.6k$00.00
Q1 2024$478.4k$342.4k0.72
Q2 2024$615.5k$124.2k0.20

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +88,364+88.4k
BANK OF AMERICA CORP /DE/ Added +83,961+84.0k
VANGUARD GROUP INC Added +77,072+77.1k
NEW YORK STATE COMMON RETIREMENT FUND Added +73,572+73.6k
Creative Planning Added +36,269+36.3k
JANE STREET GROUP, LLC Added +33,520+33.5k
DEPRINCE RACE & ZOLLO INC Added +28,400+28.4k
GSA CAPITAL PARTNERS LLP Added +24,864+24.9k
DIMENSIONAL FUND ADVISORS LP Added +24,856+24.9k
THOROUGHBRED FINANCIAL SERVICES, LLC New +23,251+23.3k

Biggest sellers

MORGAN STANLEY Reduced -860,012-860.0k
MILLENNIUM MANAGEMENT LLC Reduced -75,297-75.3k
Hamilton Point Investment Advisors, LLC Sold out -42,059-42.1k
NORGES BANK Reduced -32,434-32.4k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -29,915-29.9k
BlackRock Inc. Reduced -29,308-29.3k
NEUBERGER BERMAN GROUP LLC Reduced -28,614-28.6k
AMICA MUTUAL INSURANCE CO Reduced -27,248-27.2k
MARSHALL WACE, LLP Reduced -25,670-25.7k
Champlain Investment Partners, LLC Reduced -17,590-17.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $357.6k7.2k shares
CITADEL ADVISORS LLC Added $163.9k3.3k shares
SIMPLEX TRADING, LLC Added $94.0k1.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $124.2k2.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STOCK YARDS BANK & TRUST CO 13G · institution +3.4 pts · filed 2026-08-12 8.5% +3.4 pts 2.5m≈ $192.3m 2026-08-12
Neuberger Berman Group LLC 13G · institution +1.6 pts · filed 2026-07-08 5.4% +1.6 pts 1.6m≈ $122.8m 2026-07-08

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.7%, 2026-02-13)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 22: 0 buyingQ3 22: 4 sellingQ4 22: 1 buyingQ4 22: 3 sellingQ4 22Q1 23: 3 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 1 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 3 sellingQ4 23Q1 24: 1 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—4$728.0k—
Q4 20221$64.7k3$1.1m—
Q1 20233$178.3k0——
Q2 20232$78.2k1$91.6k—
Q3 20230—0——
Q4 20231$12.2k3$894.9k—
Q1 20241$9.2k1$144.5k—
Q2 20240—1$141.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-05-06 HEINTZMAN DAVID P Director · Family Gift Trust Sold 3,000 $47.05 $141.2k3.0k shares -3%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 1,940,9521.9m $96.4m $96.4m 0.00% Reduced -29.3k -29,308
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,850,5351.9m $91.9m $91.9m 0.00% Added +77.1k +77,072
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.16% of their portfolio LOS ANGELES, CA 1,281,1251.3m $63.6m $63.6m 0.16% Reduced -29.9k -29,915
4 NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio NEW YORK, NY 1,250,2701.3m $62.1m $62.1m 0.05% Reduced -28.6k -28,614
5 STOCK YARDS BANK & TRUST CO 2.01% of their portfolio LOUISVILLE, KY 1,223,1761.2m $60.8m $60.8m 2.01% Added +9.6k +9,573
6 Champlain Investment Partners, LLC 0.35% of their portfolio BURLINGTON, VT 1,150,6661.2m $57.2m $57.2m 0.35% Reduced -17.6k -17,590
7 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 936,919936.9k $46.5m $46.5m 0.01% Added +24.9k +24,856
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 763,341763.3k $38.1m $38.1m 0.00% Added +13.8k +13,818
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 631,353631.4k $31.4m $31.4m 0.00% Added +9.0k +9,020
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 477,877477.9k $23.7m $23.7m 0.00% Reduced -860.0k -860,012
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 341,081341.1k $16.9m $16.9m 0.00% Reduced -4.6k -4,566
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 255,280255.3k $12.7m $12.7m 0.00% Reduced -11.1k -11,147
13 Curi Capital, LLC 0.29% of their portfolio CHICAGO, IL 241,078241.1k $12.0m $12.0m 0.29% Added +687 +687
14 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 230,615230.6k $11.5m $11.5m 0.01% Reduced -10.7k -10,655
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 218,726218.7k $10.9m $10.9m 0.00% Reduced -187 -187
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 215,496215.5k $10.7m $10.7m 0.00% Added +1.4k +1,384
17 DEPRINCE RACE & ZOLLO INC 0.21% of their portfolio Winter Park, FL 192,099192.1k $9.5m $9.5m 0.21% Added +28.4k +28,400
18 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 159,430159.4k $7.9m $7.9m 0.01% Added +9.0k +9,027
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 157,903157.9k $7.8m $7.8m 0.00% Added +84.0k +83,961
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 152,229152.2k $7.6m $7.6m 0.00% Added +8.8k +8,777
21 OXFORD FINANCIAL GROUP, LTD. LLC 0.49% of their portfolio INDIANAPOLIS, IN 148,051148.1k $7.4m $7.4m 0.49% Added +173 +173
22 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 142,455142.5k $7.1m $7.1m 0.00% Added +88.4k +88,364
23 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 142,171142.2k $7.1m $7.1m 0.08% Added +264 +264
24 NORGES BANK 0.00% of their portfolio OSLO, Q8 128,229128.2k $6.4m $6.4m 0.00% Reduced -32.4k -32,434
25 CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio ATLANTA, GA 121,254121.3k $6.0m $6.0m 0.11% Added +3.4k +3,440
26 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 84,64984.6k $4.2m $4.2m 0.01% Added +73.6k +73,572
27 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 77,48777.5k $3.8m $3.8m 0.07% Added +15.4k +15,375
28 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 75,44075.4k $3.7m $3.7m 0.00% Added +4.5k +4,549
29 NFJ INVESTMENT GROUP, LLC 0.11% of their portfolio DALLAS, TX 72,57172.6k $3.6m $3.6m 0.11% Added +2.6k +2,619
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 65,96366.0k $3.3m $3.3m 0.00% Added +6.1k +6,098
31 BARLOW WEALTH PARTNERS, LLC 0.53% of their portfolio LOUISVILLE, KY 62,64862.6k $3.8m $3.8m 0.53% Unchanged
32 Rosenthal | Henry Capital Advisors, Inc. 4.35% of their portfolio MISHAWAKA, IN 61,72061.7k $3.1m $3.1m 4.35% Unchanged
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 60,57160.6k $3.0m $3.0m 0.00% Added +8.9k +8,859
34 Glenview Trust Co 0.06% of their portfolio Louisville, KY 56,36856.4k $2.8m $2.8m 0.06% Reduced -234 -234
35 Swiss National Bank 0.00% of their portfolio ZURICH, V8 54,92354.9k $2.7m $2.7m 0.00% Unchanged
36 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 53,45053.5k $2.7m $2.7m 0.00% Added +15.9k +15,900
37 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 50,28250.3k $2.5m $2.5m 0.00% Added +7.3k +7,303
38 CHATHAM CAPITAL GROUP, INC. 0.40% of their portfolio SAVANNAH, GA 46,67346.7k $2.3m $2.3m 0.40% Added +16.4k +16,396
39 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 46,14946.1k $2.3m $2.3m 0.00% Reduced -2.2k -2,181
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 44,16844.2k $2.2m $2.2m 0.00% Added +22.7k +22,673
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 43,84843.8k $2.2m $2.2m 0.00% Reduced -320 -320
42 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 43,76643.8k $2.2m $2.2m 0.00% Added +4.2k +4,207
43 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 43,25743.3k $2.1m $2.1m 0.00% Added +22.9k +22,915
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 43,05743.1k $2.1m $2.1m 0.00% Added +36.3k +36,269
45 GSA CAPITAL PARTNERS LLP 0.15% of their portfolio LONDON, X0 42,50742.5k $2.1m $2.1m 0.15% Added +24.9k +24,864
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 42,11442.1k $2.1m $2.1m 0.00% Added +372 +372
47 Formidable Asset Management, LLC 0.33% of their portfolio CINCINNATI, OH 41,42541.4k $2.1m $2.1m 0.33% Reduced -6.7k -6,738
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,94837.9k $1.9m $1.9m 0.00% Added +33.5k +33,520
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,31132.3k $1.6m $1.6m 0.00% Reduced -9.3k -9,304
50 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 32,17732.2k $1.6m $1.6m 0.00% Reduced -75.3k -75,297
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,32131.3k $1.6m $1.6m 0.00% Added +2.8k +2,780
52 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 31,05631.1k $1.5m $1.5m 0.00% Reduced -25.7k -25,670
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,73630.7k $1.5m $1.5m 0.00% Added +10.7k +10,709
54 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 30,40730.4k $1.5m $1.5m 0.00% Unchanged
55 HARVEY INVESTMENT CO LLC 0.18% of their portfolio LOUISVILLE, KY 30,30730.3k $1.5m $1.5m 0.18% Unchanged
56 Legal & General Group Plc 0.00% of their portfolio London, X0 28,52428.5k $1.4m $1.4m 0.00% Reduced -354 -354
57 RPS ADVISORY SOLUTIONS LLC 1.25% of their portfolio LOUISVILLE, KY 27,35027.4k $1.4m $1.4m 1.25% First filing
58 Resurgent Financial Advisors LLC 0.84% of their portfolio ATLANTA, GA 27,32827.3k $1.4m $1.4m 0.84% Unchanged
59 AMICA MUTUAL INSURANCE CO 0.13% of their portfolio PROVIDENCE, RI 27,24827.2k $1.4m $1.4m 0.13% Reduced -27.2k -27,248
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 27,02427.0k $1.3m $1.3m 0.00% Reduced -766 -766
61 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 26,90026.9k $1.3m $1.3m 0.00% Reduced -4.8k -4,800
62 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 26,27826.3k $1.3m $1.3m 0.00% Added +2.9k +2,937
63 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 25,02025.0k $1.2m $1.2m 0.00% Reduced -798 -798
64 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 24,40124.4k $1.2m $1.2m 0.00% Added +7.2k +7,246
65 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 24,05324.1k $1.2m $1.2m 0.01% Added +1.5k +1,504
66 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 23,56823.6k $1.2m $1.2m 0.00% Added +2.4k +2,389
67 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 23,25123.3k $1.2m $1.2m 0.08% New
68 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 23,03723.0k $1.1m $1.1m 0.00% Added +4.5k +4,529
69 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,58821.6k $1.1m $1.1m 0.00% Reduced -47 -47
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 21,04921.0k $1.0m $1.0m 0.00% Added +3.4k +3,427
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,26419.3k $956.8k $956.8k 0.00% Reduced -16.0k -15,954
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 18,96619.0k $942.1k $942.1k 0.00% Reduced -160 -160
73 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 18,59618.6k $923.6k $923.6k 0.00% Added +7.7k +7,680
74 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 17,97918.0k $893.0k $893.0k 0.00% Added +4.9k +4,907
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,31317.3k $859.9k $859.9k 0.00% Reduced -675 -675
76 Jentner Corp 0.27% of their portfolio Akron, OH 16,22716.2k $806.0k $806.0k 0.27% Added +102 +102
77 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 15,55515.6k $773.0k $773.0k 0.00% Unchanged
78 FIRETHORN WEALTH PARTNERS, LLC 0.43% of their portfolio AUGUSTA, GA 15,48215.5k $769.0k $769.0k 0.43% Unchanged
79 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 15,46815.5k $768.3k $768.3k 0.00% Added +1.4k +1,438
80 Independence Bank of Kentucky 0.19% of their portfolio OWENSBORO, KY 14,37414.4k $714.0k $714.0k 0.19% Added +202 +202
81 Sippican Capital Advisors 0.56% of their portfolio BOSTON, MA 14,23314.2k $707.0k $707.0k 0.56% New
82 Cox Capital Mgt LLC 0.43% of their portfolio ANDOVER, MA 14,22614.2k $706.6k $706.6k 0.43% Reduced -882 -882
83 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 13,77813.8k $684.4k $684.4k 0.00% First filing
84 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,61213.6k $676.1k $676.1k 0.00% Added +1.7k +1,688
85 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,06813.1k $649.0k $649.0k 0.00% New
86 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 13,01613.0k $646.5k $646.5k 0.00% First filing
87 Atlas Brown,Inc. 0.22% of their portfolio LOUISVILLE, KY 12,54312.5k $623.0k $623.0k 0.22% Reduced -417 -417
88 Avior Wealth Management, LLC 0.03% of their portfolio OMAHA, NE 12,47212.5k $619.5k $619.5k 0.03% Reduced -5 -5
89 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,43912.4k $617.8k $617.8k 0.00% Reduced -2.8k -2,830
90 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 12,13812.1k $603.0k $603.0k 0.00% Added +9.9k +9,881
91 BALDWIN WEALTH PARTNERS LLC/MA 0.05% of their portfolio Marion, MA 12,03012.0k $597.5k $597.5k 0.05% Unchanged
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,82511.8k $587.4k $587.4k 0.00% Added +2.2k +2,171
93 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 11,78511.8k $585.4k $585.4k 0.01% Added +11.8k +11,783
94 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 11,60911.6k $576.6k $576.6k 0.00% Reduced -1.7k -1,665
95 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,30311.3k $561.4k $561.4k 0.00% Added +4.6k +4,558
96 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 10,32910.3k $512.0k $512.0k 0.00% Added +1.9k +1,870
97 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 10,16010.2k $504.6k $504.6k 0.01% Reduced -3.7k -3,659
98 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 10,14110.1k $503.7k $503.7k 0.01% Added +231 +231
99 GUIDANCE CAPITAL, INC 0.20% of their portfolio LOUSVILLE, KY 9,7969.8k $609.5k $609.5k 0.20% Reduced -93 -93
100 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 9,5549.6k $474.5k $474.5k 0.05% Unchanged