Ticker: MARM CUSIP: 33740U612 Class: VEST US EQUITY M
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EVOLUTION WEALTH MANAGEMENT INC. | 5,626 | $186 |
| SageGuard Financial Group, LLC | 8,229 | $272 |
| StoneX Group Inc. | 6,249 | $207 |
| Merit Financial Group, LLC | 7,811 | $258 |
| RAYMOND JAMES FINANCIAL INC | 6,797 | $225 |
| SRS Capital Advisors, Inc. | 726 | $24 |
| Pinnacle Wealth Planning Services, Inc. | 276 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 9,688 | 33,291 | +23,603 (+243.6%) |
| Triad Wealth Partners, LLC | 49,699 | 51,610 | +1,911 (+3.8%) |
| Arkadios Wealth Advisors | 7,850 | 14,832 | +6,982 (+88.9%) |
| Mariner, LLC | 17,187 | 54,067 | +36,880 (+214.6%) |
| IFP Advisors, Inc | 8,365 | 11,215 | +2,850 (+34.1%) |
| AE Wealth Management LLC | 11,544 | 17,019 | +5,475 (+47.4%) |
| Brookstone Capital Management | 114,970 | 117,240 | +2,270 (+2.0%) |
| Atria Investments, Inc | 36,916 | 38,775 | +1,859 (+5.0%) |
| BARCLAYS PLC | 1,714 | 5,079 | +3,365 (+196.3%) |
| GOLDMAN SACHS GROUP INC | 22,622 | 25,000 | +2,378 (+10.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,651 | 12,471 | +1,820 (+17.1%) |
| Farther Finance Advisors, LLC | 806 | 968 | +162 (+20.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Capasso Planning Partners LLC | 61,676 | 37,798 | -23,878 (-38.7%) |
| IMG Wealth Management, Inc. | 8,661 | 4,418 | -4,243 (-49.0%) |
| Anfield Capital Management, LLC | 30,134 | 23,177 | -6,957 (-23.1%) |
| Triumph Capital Management | 18,595 | 16,383 | -2,212 (-11.9%) |
| Sage Capital Advisors,llc | 9,413 | 6,839 | -2,574 (-27.3%) |
| WORLD EQUITY GROUP, INC. | 12,914 | 11,369 | -1,545 (-12.0%) |
| Coppell Advisory Solutions LLC | 90,918 | 89,345 | -1,573 (-1.7%) |
| Chris Bulman Inc | 10,666 | 10,042 | -624 (-5.9%) |
| HARBOUR INVESTMENTS, INC. | 32,820 | 24,512 | -8,308 (-25.3%) |
| Clear Creek Financial Management, LLC | 22,726 | 20,231 | -2,495 (-11.0%) |
| Kestra Advisory Services, LLC | 69,379 | 46,823 | -22,556 (-32.5%) |
| Integrity Financial Corp /WA | 9,244 | 8,854 | -390 (-4.2%) |
| Global Assets Advisory, LLC | 20,212 | 19,875 | -337 (-1.7%) |
| Apollon Wealth Management, LLC | 18,525 | 14,619 | -3,906 (-21.1%) |
| KINGSWOOD WEALTH ADVISORS, LLC | 49,151 | 47,964 | -1,187 (-2.4%) |
| Koshinski Asset Management, Inc. | 8,400 | 7,050 | -1,350 (-16.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 207,088 | 194,477 | -12,611 (-6.1%) |
| Global Retirement Partners, LLC | 3,431 | 1,431 | -2,000 (-58.3%) |
| Steward Partners Investment Advisory, LLC | 6,688 | 3,948 | -2,740 (-41.0%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,177 | 316 | -861 (-73.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GPS Wealth Strategies Group, LLC | 12,551 | $409 |
| Advisory Services Network, LLC | 3,507 | $114 |
| PRINCIPAL SECURITIES, INC. | 1,000 | $33 |
| MORGAN STANLEY | 350 | $11 |