Filing Research | MED - MEDIFAST INC Institutional Holdings

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	SummerHaven Investment Management, LLC	Shares	47.8KSH	$507.5K
2	Marquette Asset Management, LLC	Shares	30.0KSH	$318.7K
3	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	13.8KSH	$146.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.7KSH	$114.5K
5	GAMMA Investing LLC	Shares	1.0KSH	$11.1K
6	SIGNATUREFD, LLC	Shares	697SH	$7.4K
7	IFP Advisors, Inc	Shares	439SH	$4.7K
8	Versant Capital Management, Inc	Shares	310SH	$3.3K
9	EverSource Wealth Advisors, LLC	Shares	274SH	$2.9K
10	MJT & Associates Financial Advisory Group, Inc.	Shares	100SH	$1.1K
11	True Wealth Design, LLC	Shares	90SH	$955
12	SBI Securities Co., Ltd.	Shares	80SH	$849
13	Farther Finance Advisors, LLC	Shares	54SH	$573
14	SJS Investment Consulting Inc.	Shares	27SH	$287
15	Fortitude Family Office, LLC	Shares	18SH	$191

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+30.0K	+$318.7K	$318.7K
2	LITTLEJOHN FINANCIAL SERVICES, INC. new	Shares	+13.8K	+$146.8K	$146.8K
3	SummerHaven Investment Management, LLC unchanged	Shares	0	+$20.1K	$507.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+385	+$7.8K	$114.5K
5	IFP Advisors, Inc added	Shares	+299	+$3.2K	$4.7K
6	GAMMA Investing LLC added	Shares	+137	+$1.8K	$11.1K
7	EverSource Wealth Advisors, LLC added	Shares	+115	+$1.3K	$2.9K
8	Versant Capital Management, Inc added	Shares	+51	+$650	$3.3K
9	True Wealth Design, LLC added	Shares	+43	+$476	$955
10	Fortitude Family Office, LLC new	Shares	+18	+$191	$191
11	Farther Finance Advisors, LLC added	Shares	+11	+$139	$573
12	SBI Securities Co., Ltd. added	Shares	+5	+$85	$849
13	SJS Investment Consulting Inc. added	Shares	+6	+$73	$287
14	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$42	$1.1K
15	Ritter Daniher Financial Advisory LLC / DE exited	Shares	-1	-$11	$0
16	Scarborough Advisors, LLC exited	Shares	-8	-$82	$0
17	SIGNATUREFD, LLC trimmed	Shares	-223	-$2.0K	$7.4K
18	Police & Firemen's Retirement System of New Jersey exited	Shares	-2.2K	-$22.1K	$0
19	Intesa Sanpaolo Wealth Management exited	Shares	-4.4K	-$45.1K	$0
20	Redhawk Wealth Advisors, Inc. exited	Shares	-10.7K	-$108.8K	$0