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Douglas Dynamics

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
126
Geneos Wealth Management
Colorado
$62K – – –
Wealthspire Advisors (Maryland)
127
Wealthspire Advisors (Maryland)
Maryland
$59K +$15.6K +420 +38%
ZB
128
Zions Bancorporation
Utah
$58K – – –
Glenmede Trust
129
Glenmede Trust
Pennsylvania
$52K – – –
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$50K +$5.66K +152 +13%
QT
131
Quantamental Technologies
New York
$50K +$48.6K +1,305 New
FHB
132
First Hawaiian Bank
Hawaii
$40K +$8.53K +229 +28%
ARMC
133
American Research & Management Company
Massachusetts
$38K +$37.2K +1,000 New
Ladenburg Thalmann Financial Services
134
Ladenburg Thalmann Financial Services
Florida
$34K -$112K -3,000 -77%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$18K -$12.2K -327 -41%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$16K – – –
Brown Brothers Harriman & Co
137
Brown Brothers Harriman & Co
New York
$11K -$112K -3,000 -91%
TCOV
138
Trust Company of Vermont
Vermont
$11K – – –
FHA
139
Flagship Harbor Advisors
Massachusetts
$9K -$3.98K -107 -30%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$7K +$7.3K +196 New
CG
141
Cutler Group
California
$3K – – –
FGAM
142
Financial Gravity Asset Management
Texas
$2K +$2.42K +65 New
GWS
143
Glassman Wealth Services
Virginia
$1K +$857 +23 New
Capital World Investors
144
Capital World Investors
California
– -$46.7M -1,300,000 Closed
CC
145
Cannell Capital
Wyoming
– -$1.85M -51,582 Closed
AI
146
Atom Investors
Texas
– -$486K -13,537 Closed
Atria Investments
147
Atria Investments
North Carolina
– -$297K -8,269 Closed
Xact Kapitalforvaltning
148
Xact Kapitalforvaltning
Sweden
– -$271K -7,551 Closed
PCM
149
Prelude Capital Management
New York
– -$65K -1,802 Closed
Thompson Siegel & Walmsley
150
Thompson Siegel & Walmsley
Virginia
– -$39K -1,100 Closed