Spire Wealth Management’s Douglas Dynamics PLOW Stock Holding History

Spire Wealth Management’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2K	Buy	+300	New	+$13.8K	﹤0.01%	1510
2022 Q3	–	Sell	-471	Closed	-$14K	–	2496
2022 Q2	$14K	Hold	471	–	–	﹤0.01%	1806
2022 Q1	$16K	Hold	471	–	–	﹤0.01%	1892
2021 Q4	$18K	Hold	471	–	–	﹤0.01%	2159
2021 Q3	$17K	Hold	471	–	–	﹤0.01%	1925
2021 Q2	$19K	Hold	471	–	–	﹤0.01%	1892
2021 Q1	$22K	Buy	+471	New	+$21.7K	﹤0.01%	2111

Other funds holding PLOW

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return