Filing Research | PLOW - Douglas Dynamics Inc Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	49.0KSH	$2.6M
2	Nicholas Wealth, LLC.	Shares	29.6KSH	$1.6M
3	Hennion & Walsh Asset Management, Inc.	Shares	28.4KSH	$1.5M
4	EASTERLY INVESTMENT PARTNERS LLC	Shares	13.5KSH	$728.3K
5	NorthCrest Asset Manangement, LLC	Shares	11.2KSH	$483.3K
6	Kings Path Partners LLC	Shares	7.6KSH	$411.4K
7	Police & Firemen's Retirement System of New Jersey	Shares	7.1KSH	$385.6K
8	Annex Advisory Services, LLC	Shares	6.1KSH	$329.9K
9	Diversified Trust Co	Shares	5.1KSH	$273.9K
10	Brady Martz Wealth Solutions, LLC	Shares	4.9KSH	$262.3K
11	Ballentine Partners, LLC	Shares	4.8KSH	$256.6K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.8KSH	$153.1K
13	TOMPKINS FINANCIAL CORP	Shares	2.0KSH	$107.9K
14	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$70.8K
15	Versant Capital Management, Inc	Shares	1.3KSH	$70.6K
16	GAMMA Investing LLC	Shares	1.1KSH	$56.7K
17	West Branch Capital LLC	Shares	507SH	$27.4K
18	Blue Trust, Inc.	Shares	450SH	$24.3K
19	LANARK FINANCIAL, INC.	Shares	366SH	$19.7K
20	Spire Wealth Management	Shares	300SH	$16.2K
21	SIGNATUREFD, LLC	Shares	260SH	$14.0K
22	True Wealth Design, LLC	Shares	223SH	$12.0K
23	Triumph Capital Management	Shares	73SH	$3.9K
24	Farther Finance Advisors, LLC	Shares	64SH	$3.5K
25	Fortitude Family Office, LLC	Shares	43SH	$2.3K
26	1620 INVESTMENT ADVISORS, INC.	Shares	20SH	$1.1K
27	CoreCap Advisors, LLC	Shares	11SH	$593
28	IFP Advisors, Inc	Shares	9SH	$486
29	SBI Securities Co., Ltd.	Shares	9SH	$486
30	State of Alaska, Department of Revenue	Shares	3.2KSH	$170
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.1KSH	$112
32	TFC Financial Management, Inc.	Shares	1SH	$54

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

35 / 35 loaded

#		Instrument
1	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+13.5K	+$728.3K	$728.3K
2	Hennion & Walsh Asset Management, Inc. added	Shares	+7.0K	+$632.1K	$1.5M
3	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.4K	+$481.9K	$2.6M
4	Nicholas Wealth, LLC. trimmed	Shares	-901	+$313.1K	$1.6M
5	Diversified Trust Co new	Shares	+5.1K	+$273.9K	$273.9K
6	Brady Martz Wealth Solutions, LLC new	Shares	+4.9K	+$262.3K	$262.3K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+891	+$122.3K	$385.6K
8	Annex Advisory Services, LLC unchanged	Shares	0	+$72.5K	$329.9K
9	Ballentine Partners, LLC trimmed	Shares	-51	+$54.3K	$256.6K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+650	+$26.7K	$153.1K
11	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$23.7K	$107.9K
12	EverSource Wealth Advisors, LLC added	Shares	+155	+$22.1K	$70.8K
13	NorthCrest Asset Manangement, LLC added	Shares	+81	+$16.8K	$483.3K
14	Spire Wealth Management new	Shares	+300	+$16.2K	$16.2K
15	Versant Capital Management, Inc unchanged	Shares	0	+$15.5K	$70.6K
16	GAMMA Investing LLC added	Shares	+44	+$14.3K	$56.7K
17	Blue Trust, Inc. unchanged	Shares	0	+$5.3K	$24.3K
18	SIGNATUREFD, LLC unchanged	Shares	0	+$3.1K	$14.0K
19	True Wealth Design, LLC trimmed	Shares	-4	+$2.5K	$12.0K
20	Fortitude Family Office, LLC new	Shares	+43	+$2.3K	$2.3K
21	Farther Finance Advisors, LLC added	Shares	+36	+$2.3K	$3.5K
22	LANARK FINANCIAL, INC. trimmed	Shares	-62	+$1.7K	$19.7K
23	1620 INVESTMENT ADVISORS, INC. new	Shares	+20	+$1.1K	$1.1K
24	Triumph Capital Management unchanged	Shares	0	+$865	$3.9K
25	CoreCap Advisors, LLC added	Shares	+7	+$425	$593
26	IFP Advisors, Inc unchanged	Shares	0	+$107	$486
27	SBI Securities Co., Ltd. unchanged	Shares	0	+$107	$486
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$37	$170
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$24	$112
30	TFC Financial Management, Inc. unchanged	Shares	0	+$11	$54
31	Olstein Capital Management, L.P. exited	Shares	-17.5K	-$738	$0
32	West Branch Capital LLC trimmed	Shares	-293	-$6.3K	$27.4K
33	Kings Path Partners LLC trimmed	Shares	-8.4K	-$112.0K	$411.4K
34	Y-Intercept (Hong Kong) Ltd exited	Shares	-12.7K	-$536.3K	$0
35	Ellsworth Advisors, LLC exited	Shares	-24.7K	-$1.0M	$0