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This page summarizes the MARW holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether MARW is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing MARW Share Count |
Commonwealth Equity Services LLC |
73,341 |
192,608 |
+119,267 |
+162.62% |
Strategic Blueprint LLC |
17,101 |
25,701 |
+8,600 |
+50.29% |
13F Filers Reporting New Positions In MARW |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Lincoln National Corp |
0 |
7,728 |
+7,728 |
+100% |
Creative Financial Designs Inc. ADV |
0 |
1,200 |
+1,200 |
+100% |
Cambridge Investment Research Advisors Inc. |
0 |
75,155 |
+75,155 |
+100% |
Raymond James Financial Services Advisors Inc. |
0 |
23,281 |
+23,281 |
+100% |
Gradient Investments LLC |
0 |
861,979 |
+861,979 |
+100% |
Donald L. Hagan LLC |
0 |
51,963 |
+51,963 |
+100% |
PFG Advisors |
0 |
17,017 |
+17,017 |
+100% |
Csenge Advisory Group |
0 |
9,532 |
+9,532 |
+100% |
Outlook Wealth Advisors LLC |
0 |
122,800 |
+122,800 |
+100% |
BCGM Wealth Management LLC |
0 |
10,108 |
+10,108 |
+100% |
Epic Trust Investment Advisors LLC |
0 |
8,500 |
+8,500 |
+100% |
Mid American Wealth Advisory Group Inc. |
0 |
349,196 |
+349,196 |
+100% |
Envestnet Portfolio Solutions Inc. |
0 |
18,173 |
+18,173 |
+100% |
Focus Financial Network Inc. |
0 |
10,185 |
+10,185 |
+100% |
13F Filers Decreasing MARW Share Count |
Susquehanna International Group LLP |
45,125 |
30,693 |
-14,432 |
-31.98% |
See Summary: Institutional Holders of MARW
See Details: Top 10 Hedge Funds Holding MARW
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