Vault-13

PARK-OHIO HLDGS CORP PKOH

COM · Common Stock · CUSIP 700666100

103 institutional holders +6 vs Q1 2026
8,553,7768.6m shares reported held*
59.0% of all shares outstanding*
$328.9mreported value*
17 new 40 added 26 reduced 9 sold out net bought ≈ $37.2m (+967.3k 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 ($534.0k this quarter). Holder counts are more reliable. Shares outstanding: 14.5m as of 2026-07-31, 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 ≈ $38.45. Options: 1 managers hold calls ($38.5k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 54Q4 22: 58Q1 23: 55Q2 23: 67Q3 23: 81Q4 23: 90Q1 24: 93Q2 24: 92Q3 24: 100Q4 24: 102Q1 25: 98Q2 25: 92Q3 25: 92Q4 25: 93Q1 26: 97Q2 26: 103103Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202258
Q1 202355
Q2 202367
Q3 202381
Q4 202390
Q1 202493
Q2 202492
Q3 2024100
Q4 2024102
Q1 202598
Q2 202592
Q3 202592
Q4 202593
Q1 202697
Q2 2026103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 26 cut or sold outQ4 24: 46 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 42 cut or sold outQ2 25: 44 bought or addedQ2 25: 39 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 34 cut or sold outQ4 25: 41 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 32 cut or sold outQ2 26: 57 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245326
Q4 20244637
Q1 20253842
Q2 20254439
Q3 20254734
Q4 20254137
Q1 20263932
Q2 20265735

Calls vs puts

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

CallsPuts
$0$10k$20k$30k$40kQ3 25 calls: $0Q3 25 puts: $2.1kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $2.1kQ4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $38.5kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$2.1k—
Q4 2025$0$2.1k—
Q1 2026$0$0—
Q2 2026$38.5k$00.00

Biggest buyers

First Eagle Investment Management, LLC Added +474,447+474.4k
AMERICAN CENTURY COMPANIES INC Added +107,291+107.3k
BlackRock, Inc. Added +104,198+104.2k
ALGERT GLOBAL LLC New +48,504+48.5k
Informed Momentum Co LLC New +33,395+33.4k
Manatuck Hill Partners, LLC New +32,984+33.0k
Trexquant Investment LP Added +32,765+32.8k
Prescott Group Capital Management, L.L.C. New +27,024+27.0k
STATE STREET CORP Added +26,934+26.9k
Covestor Ltd Added +25,790+25.8k

Biggest sellers

PRIVATE MANAGEMENT GROUP INC Reduced -130,709-130.7k
ARISTEIA CAPITAL, L.L.C. Sold out -27,386-27.4k
Qube Research & Technologies Ltd Sold out -24,831-24.8k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -16,376-16.4k
GABELLI FUNDS LLC Reduced -16,000-16.0k
TWO SIGMA INVESTMENTS, LP Reduced -14,824-14.8k
MORGAN STANLEY Reduced -12,726-12.7k
MARSHALL WACE, LLP Sold out -11,444-11.4k
GAMCO INVESTORS, INC. ET AL Reduced -10,595-10.6k
CITADEL ADVISORS LLC Reduced -10,075-10.1k

Biggest calls

SIMPLEX TRADING, LLC New $38.5k1.0k shares

Biggest puts

None

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
GAMCO INVESTORS, INC. ET AL 13D · may seek influence filed 2025-11-07
Stated purposeThe Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act. Full filing
8.5% 1.2m≈ $46.9m 2025-11-07
PRIVATE MANAGEMENT GROUP INC 13G · institution filed 2026-07-31 6.2% 892.3k≈ $34.3m 2026-07-31

Insider purchases and sales since 1 Apr 2026

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
404Q4 24: 0 buyingQ4 24: 4 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 1 sellingQ3 25Q4 25: 1 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 2 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 4 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—4$750.6k—
Q1 20250—2$596.6k—
Q2 20250—0——
Q3 20251$165.7k1$63.4k—
Q4 20251$11.8k1$60.4k—
Q1 20260—2$173.6k—
Q2 20260—3$375.9k—
Q3 20260—4$2.7m$764.3k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-28 VILSACK ROBERT D Secretary & CLO Sold plan 9,000 $47.44 $426.9k9.0k shares -5%
2026-09-28 VILSACK ROBERT D Secretary & CLO Sold plan 7,188 $46.94 $337.4k7.2k shares -4%
2026-09-24 WERT JAMES W Director Sold 3,000 $47.50 $142.5k3.0k shares -3%
2026-09-22 WERT JAMES W Director Sold 1,000 $47.00 $47.0k1.0k shares -1%
2026-09-21 WERT JAMES W Director Sold 1,000 $46.50 $46.5k1.0k shares -1%
2026-09-11 WERT JAMES W Director Sold 2,000 $46.21 $92.4k2.0k shares -2%
2026-09-10 WERT JAMES W Director Sold 2,000 $46.27 $92.5k2.0k shares -2%
2026-09-09 WERT JAMES W Director Sold 1,000 $46.18 $46.2k1.0k shares -1%
2026-08-20 Hanna Howard W IV Director Sold 5,330 $45.05 $240.1k5.3k shares -23%
2026-08-20 Hanna Howard W IV Director Sold 1,120 $45.36 $50.8k1.1k shares -5%
2026-08-12 VILSACK ROBERT D Secretary & CLO Sold 12,000 $50.02 $600.2k12.0k shares -6%
2026-08-12 FOGARTY PATRICK W VP & CFO Sold 12,000 $48.24 $578.9k12.0k shares -7%
2026-06-30 VILSACK ROBERT D Secretary & CLO Sold 568 $38.40 $21.8k568 shares -<1%
2026-06-23 GRAMPA JOHN D Director Sold 4,844 $36.23 $175.5k4.8k shares -25%
2026-05-11 AULETTA PATRICK V Director Sold 5,825 $30.66 $178.6k5.8k shares -40%

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GAMCO INVESTORS, INC. ET AL 0.42% of their portfolio GREENWICH, CT 1,225,5261.2m $47.1m $47.1m 0.42% Reduced -10.6k -10,595
2 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 955,694955.7k $36.7m $36.7m 0.03% Added +474.4k +474,447
3 PRIVATE MANAGEMENT GROUP INC 0.90% of their portfolio IRVINE, CA 892,294892.3k $34.3m $34.3m 0.90% Reduced -130.7k -130,709
4 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 857,476857.5k $33.0m $33.0m 0.01% Added +20.5k +20,461
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 733,129733.1k $28.2m $28.2m 0.00% Added +104.2k +104,198
6 GABELLI FUNDS LLC 0.12% of their portfolio Rye, NY 496,201496.2k $19.1m $19.1m 0.12% Reduced -16.0k -16,000
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 443,880443.9k $17.1m $17.1m 0.00% Added +22.8k +22,803
8 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 341,508341.5k $13.1m $13.1m 0.01% Added +107.3k +107,291
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 252,035252.0k $9.7m $9.7m 0.00% Added +17.9k +17,859
10 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 230,241230.2k $8.8m $8.8m 0.01% Added +8.0k +7,991
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 177,180177.2k $6.8m $6.8m 0.00% Added +26.9k +26,934
12 Teton Advisors, LLC 3.40% of their portfolio GREENWICH, CT 153,000153.0k $5.9m $5.9m 3.40% Reduced -1.3k -1,300
13 LSV ASSET MANAGEMENT 0.01% of their portfolio CHICAGO, IL 141,912141.9k $5.5m $5.5m 0.01% Unchanged
14 JB CAPITAL PARTNERS LP 0.73% of their portfolio Armonk, NY 121,899121.9k $4.7m $4.7m 0.73% Unchanged
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 114,518114.5k $4.4m $4.4m 0.00% Added +3.7k +3,657
16 CM WEALTH ADVISORS LLC 0.78% of their portfolio BEACHWOOD, OH 111,892111.9k $4.3m $4.3m 0.78% Added +1.4k +1,441
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 89,73789.7k $3.5m $3.5m 0.00% Added +17.0k +16,976
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 77,06877.1k $3.0m $3.0m 0.00% Added +11.0k +10,996
19 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 64,50764.5k $2.5m $2.5m 0.00% Added +3.2k +3,158
20 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 58,90058.9k $2.3m $2.3m 0.00% Unchanged
21 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 58,13658.1k $2.2m $2.2m 0.00% Added +56 +56
22 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 56,72456.7k $2.2m $2.2m 0.00% Reduced -14.8k -14,824
23 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 49,98050.0k $1.9m $1.9m 0.01% Added +32.8k +32,765
24 ALGERT GLOBAL LLC 0.02% of their portfolio SAN FRANCISCO, CA 48,50448.5k $1.9m $1.9m 0.02% New
25 KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio FORT WORTH, TX 45,90545.9k $1.8m $1.8m 0.01% Unchanged
26 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 41,15041.1k $1.6m $1.6m 0.00% Reduced -550 -550
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,71237.7k $1.5m $1.5m 0.00% Added +21.0k +20,981
28 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 37,37337.4k $1.4m $1.4m 0.00% Added +24.6k +24,577
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 33,88033.9k $1.3m $1.3m 0.02% Unchanged
30 Informed Momentum Co LLC 0.11% of their portfolio SOLANA BEACH, CA 33,39533.4k $1.3m $1.3m 0.11% New
31 Manatuck Hill Partners, LLC 0.42% of their portfolio WESTPORT, CT 32,98433.0k $1.3m $1.3m 0.42% New
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 27,56827.6k $1.1m $1.1m 0.00% Added +2.2k +2,171
33 Prescott Group Capital Management, L.L.C. 0.09% of their portfolio Tulsa, OK 27,02427.0k $1.0m $1.0m 0.09% New
34 Covestor Ltd 0.57% of their portfolio LONDON, X0 25,83325.8k $994.0k $994.0k 0.57% Added +25.8k +25,790
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,07325.1k $964.1k $964.1k 0.00% Reduced -12.7k -12,726
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 25,05125.1k $963.2k $963.2k 0.00% Added +10.8k +10,751
37 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 23,06523.1k $886.8k $886.8k 0.00% New
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,85622.9k $878.8k $878.8k 0.00% Reduced -10.1k -10,075
39 Schneider Downs Wealth Management Advisors, LP 0.08% of their portfolio Pittsburgh, PA 21,50021.5k $826.7k $826.7k 0.08% New
40 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 20,99021.0k $807.1k $807.1k 0.00% New
41 GSA CAPITAL PARTNERS LLP 0.05% of their portfolio LONDON, X0 20,01920.0k $770.0k $770.0k 0.05% Reduced -966 -966
42 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 17,84317.8k $687.0k $687.0k 0.00% Added +1.1k +1,102
43 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 17,28417.3k $664.6k $664.6k 0.01% New
44 HERITAGE INVESTORS MANAGEMENT CORP 0.02% of their portfolio BETHESDA, MD 15,58015.6k $599.0k $599.0k 0.02% Unchanged
45 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 15,27215.3k $587.2k $587.2k 0.00% Added +2.5k +2,546
46 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 14,76514.8k $559.7k $559.7k 0.00% Added +476 +476
47 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 14,34214.3k $548.6k $548.6k 0.00% New
48 OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio FORT LAUDERDALE, FL 13,24113.2k $509.1k $509.1k 0.03% New
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,53812.5k $482.1k $482.1k 0.00% Added +652 +652
50 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 12,05312.1k $463.4k $463.4k 0.00% Added +9.4k +9,363
51 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 11,39611.4k $438.2k $438.2k 0.00% Unchanged
52 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 10,85410.9k $416.8k $416.8k 0.00% Added +7.0k +7,002
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,49010.5k $403.3k $403.3k 0.00% Added +6.9k +6,892
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,42610.4k $400.9k $400.9k 0.00% Reduced -205 -205
55 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 9,0789.1k $349.0k $349.0k 0.00% Reduced -6.4k -6,400
56 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,0379.0k $347.5k $347.5k 0.00% Reduced -5.0k -4,996
57 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,0209.0k $346.8k $346.8k 0.00% Added +781 +781
58 BAILARD, INC. 0.01% of their portfolio Foster City, CA 9,0009.0k $346.1k $346.1k 0.01% New
59 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 8,9739.0k $345.0k $345.0k 0.00% Reduced -2.1k -2,130
60 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 8,9679.0k $344.8k $344.8k 0.00% New
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,6128.6k $331.1k $331.1k 0.00% Added +4.9k +4,935
62 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 7,8567.9k $302.1k $302.1k 0.01% Added +7.8k +7,756
63 BFSG, LLC 0.03% of their portfolio IRVINE, CA 7,3657.4k $283.2k $283.2k 0.03% Reduced -450 -450
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,2567.3k $279.0k $279.0k 0.00% New
65 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,8866.9k $264.8k $264.8k 0.00% Added +2.0k +1,959
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,4045.4k $207.8k $207.8k 0.00% Added +4.2k +4,176
67 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,8724.9k $187.3k $187.3k 0.00% Added +2.7k +2,700
68 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,6474.6k $178.7k $178.7k 0.00% Reduced -20 -20
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2964.3k $164.2k $164.2k 0.00% Reduced -123 -123
70 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,4793.5k $133.8k $133.8k 0.00% Unchanged
71 Kemnay Advisory Services Inc. 0.02% of their portfolio New York, NY 3,2713.3k $125.8k $125.8k 0.02% New
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,2683.3k $125.7k $125.7k 0.00% Reduced -30 -30
73 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,5602.6k $98.4k $98.4k 0.00% Unchanged
74 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 2,4002.4k $92.3k $92.3k 0.00% New
75 FMR LLC 0.00% of their portfolio BOSTON, MA 2,2112.2k $85.0k $85.0k 0.00% Added +9 +9
76 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,1841.2k $45.5k $45.5k 0.00% Reduced -709 -709
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1801.2k $46.0k $46.0k 0.00% Added +799 +799
78 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,0001.0k $38.5k $38.5k 0.00% Unchanged
79 LOM Asset Management Ltd 0.01% of their portfolio Hamilton, D0 1,0001.0k $38.5k $38.5k 0.01% Unchanged
80 Legal & General Group Plc 0.00% of their portfolio London, X0 995995 $38.3k $38.3k 0.00% Added +131 +131
81 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 916916 $35.2k $35.2k 0.00% Added +223 +223
82 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 744744 $28.6k $28.6k 0.00% Unchanged
83 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 669669 $25.7k $25.7k 0.00% Added +397 +397
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 610610 $23.5k $23.5k 0.00% Added +600 +600
85 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 249249 $10.0k $10.0k 0.00% Unchanged
86 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 203203 $7.8k $7.8k 0.00% Reduced -119 -119
87 BELLEVUE ASSET MANAGEMENT, LLC 0.00% of their portfolio BELLEVUE, WA 200200 $7.7k $7.7k 0.00% Unchanged
88 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 165165 $6.3k $6.3k 0.00% Reduced -55 -55
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 137137 $5.3k $5.3k 0.00% Reduced -389 -389
90 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 116116 $4.5k $4.5k 0.00% New
91 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 8888 $3.4k $3.4k 0.00% Reduced -8 -8
92 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 8888 $3.4k $3.4k 0.00% Unchanged
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6767 $2.6k $2.6k 0.00% Unchanged
94 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5555 $2.1k $2.1k 0.00% Reduced -6 -6
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 4141 $1.6k $1.6k 0.00% Unchanged
96 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 3939 $1.5k $1.5k 0.00% Reduced -78 -78
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3535 $1.3k $1.3k 0.00% Added +20 +20
98 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 1717 $654 $654 0.00% Reduced -1 -1
99 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 99 $346 $346 0.00% Unchanged
100 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 77 $269 $269 0.00% Unchanged