Filing Research | PRK - Park National Corporation Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	PARK NATIONAL CORP /OH/	Shares	1.1MSH	$206.4M
2	J.W. COLE ADVISORS, INC.	Shares	16.0KSH	$2.9M
3	Summit Financial Strategies, Inc.	Shares	9.1KSH	$1.7M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	8.1KSH	$1.5M
5	Louisiana State Employees Retirement System	Shares	7.1KSH	$1.3M
6	MBL Wealth, LLC	Shares	5.9KSH	$1.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.3KSH	$983.4K
8	Cypress Wealth Services, LLC	Shares	5.3KSH	$960.7K
9	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$916.0K
10	MATAURO, LLC	Shares	4.5KSH	$827.7K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.3KSH	$790.7K
12	Arbor Investment Advisors, LLC	Shares	4.1KSH	$748.8K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.8KSH	$698.8K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.5KSH	$459.5K
15	Ballentine Partners, LLC	Shares	2.1KSH	$381.7K
16	JUNCTURE WEALTH STRATEGIES, LLC	Shares	2.0KSH	$368.7K
17	Composition Wealth, LLC	Shares	1.9KSH	$356.1K
18	CoreCap Advisors, LLC	Shares	1.9KSH	$341.8K
19	Apollon Wealth Management, LLC	Shares	1.7KSH	$303.2K
20	Plan A Wealth LLC	Shares	1.6KSH	$297.4K
21	CWA Asset Management Group, LLC	Shares	1.6KSH	$286.7K
22	SPRENG CAPITAL MANAGEMENT, INC.	Shares	1.6KSH	$285.8K
23	Sequoia Financial Advisors, LLC	Shares	1.4KSH	$263.5K
24	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	1.4KSH	$251.8K
25	SALEM INVESTMENT COUNSELORS INC	Shares	1.3KSH	$239.9K
26	SIGNATUREFD, LLC	Shares	693SH	$126.8K
27	GAMMA Investing LLC	Shares	578SH	$105.8K
28	Steigerwald, Gordon & Koch Inc.	Shares	498SH	$91.1K
29	Versant Capital Management, Inc	Shares	262SH	$47.9K
30	MassMutual Private Wealth & Trust, FSB	Shares	152SH	$27.8K
31	Farther Finance Advisors, LLC	Shares	140SH	$25.6K
32	EverSource Wealth Advisors, LLC	Shares	124SH	$22.7K
33	SJS Investment Consulting Inc.	Shares	37SH	$6.8K
34	IFP Advisors, Inc	Shares	20SH	$3.7K
35	Ares Financial Consulting, LLC	Shares	14SH	$2.6K
36	Fortitude Family Office, LLC	Shares	10SH	$1.8K
37	JFS WEALTH ADVISORS, LLC	Shares	10SH	$1.8K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	8SH	$1.5K
39	State of Alaska, Department of Revenue	Shares	6.0KSH	$1.1K
40	Creative Capital Management Investments LLC	Shares	6SH	$1.1K
41	AMALGAMATED BANK	Shares	4.3KSH	$796
42	Hughes Financial Services, LLC	Shares	4SH	$732
43	Handelsbanken Fonder AB	Shares	3.8KSH	$689
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	3.2KSH	$581
45	Bogart Wealth, LLC	Shares	3SH	$549
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$549
47	Physician Wealth Advisors, Inc.	Shares	3SH	$549
48	Trust Co	Shares	3SH	$549
49	Fruth Investment Management	Shares	1.5KSH	$274
50	AM INVESTMENT STRATEGIES LLC	Shares	1.3KSH	$240

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

50 / 59 loaded

#		Instrument
1	PARK NATIONAL CORP /OH/ trimmed	Shares	-28.0K	+$17.5M	$206.4M
2	J.W. COLE ADVISORS, INC. new	Shares	+16.0K	+$2.9M	$2.9M
3	Arbor Investment Advisors, LLC new	Shares	+4.1K	+$748.8K	$748.8K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$273.4K	$916.0K
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.0K	+$219.1K	$459.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+336	+$161.0K	$983.4K
7	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$159.1K	$1.5M
8	Louisiana State Employees Retirement System unchanged	Shares	0	+$138.7K	$1.3M
9	MBL Wealth, LLC unchanged	Shares	0	+$116.0K	$1.1M
10	Cypress Wealth Services, LLC unchanged	Shares	0	+$102.6K	$960.7K
11	MATAURO, LLC added	Shares	+28	+$93.0K	$827.7K
12	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+27	+$88.8K	$790.7K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-157	+$49.0K	$698.8K
14	SPRENG CAPITAL MANAGEMENT, INC. added	Shares	+109	+$48.3K	$285.8K
15	Ballentine Partners, LLC unchanged	Shares	0	+$40.8K	$381.7K
16	JUNCTURE WEALTH STRATEGIES, LLC unchanged	Shares	0	+$39.4K	$368.7K
17	CoreCap Advisors, LLC added	Shares	+1	+$36.6K	$341.8K
18	SIGNATUREFD, LLC added	Shares	+136	+$35.8K	$126.8K
19	Apollon Wealth Management, LLC added	Shares	+20	+$35.6K	$303.2K
20	Plan A Wealth LLC unchanged	Shares	0	+$31.8K	$297.4K
21	Versant Capital Management, Inc added	Shares	+160	+$31.3K	$47.9K
22	CWA Asset Management Group, LLC unchanged	Shares	0	+$30.6K	$286.7K
23	Sequoia Financial Advisors, LLC added	Shares	+11	+$29.9K	$263.5K
24	COLTON GROOME FINANCIAL ADVISORS, LLC unchanged	Shares	0	+$26.9K	$251.8K
25	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$25.6K	$239.9K
26	MassMutual Private Wealth & Trust, FSB added	Shares	+109	+$20.8K	$27.8K
27	GAMMA Investing LLC added	Shares	+10	+$12.9K	$105.8K
28	Farther Finance Advisors, LLC added	Shares	+57	+$12.1K	$25.6K
29	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$9.7K	$91.1K
30	SJS Investment Consulting Inc. added	Shares	+35	+$6.4K	$6.8K
31	IFP Advisors, Inc added	Shares	+11	+$2.2K	$3.7K
32	EverSource Wealth Advisors, LLC trimmed	Shares	-4	+$1.8K	$22.7K
33	Creative Capital Management Investments LLC new	Shares	+6	+$1.1K	$1.1K
34	Hughes Financial Services, LLC added	Shares	+3	+$569	$732
35	Bogart Wealth, LLC new	Shares	+3	+$549	$549
36	Physician Wealth Advisors, Inc. new	Shares	+3	+$549	$549
37	Fortitude Family Office, LLC added	Shares	+1	+$359	$1.8K
38	Ares Financial Consulting, LLC unchanged	Shares	0	+$278	$2.6K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$195	$1.8K
40	Davis Capital Management new	Shares	+1	+$183	$183
41	LRI Investments, LLC new	Shares	+1	+$183	$183
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$156	$1.5K
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+431	+$132	$581
44	Handelsbanken Fonder AB unchanged	Shares	0	+$74	$689
45	Trust Co unchanged	Shares	0	+$59	$549
46	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$58	$549
47	AMALGAMATED BANK trimmed	Shares	-229	+$48	$796
48	Fruth Investment Management unchanged	Shares	0	+$29	$274
49	Abound Wealth Management unchanged	Shares	0	+$19	$183
50	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$19	$183

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