Institutional Owners for MMC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WEALTHCARE ADVISORY PARTNERS LLC COM 801 $1,820,969 8,841 0.00 0.00 96 1.10 03-31-2024
WBI INVESTMENTS LLC COM 802 $1,839,164 8,728 0.00 0.00 6,356 267.96 06-30-2024
VENTURI WEALTH MANAGEMENT LLC COM 803 $1,835,147 8,709 0.00 0.00 2,177 33.33 06-30-2024
RMR WEALTH BUILDERS COM 804 $1,827,785 8,674 0.00 0.00 0 0.00 06-30-2024
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