Filing Research | MRBK - MERIDIAN CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Key FInancial Inc	Shares	59.4KSH	$1.2M
2	SummerHaven Investment Management, LLC	Shares	54.4KSH	$1.1M
3	Traynor Capital Management, Inc.	Shares	25.0KSH	$500.8K
4	Strid Group, LLC	Shares	10.0KSH	$200.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	2.1KSH	$42.3K
6	GAMMA Investing LLC	Shares	297SH	$5.9K
7	IFP Advisors, Inc	Shares	140SH	$2.8K
8	Farther Finance Advisors, LLC	Shares	105SH	$2.1K
9	EverSource Wealth Advisors, LLC	Shares	81SH	$1.6K
10	True Wealth Design, LLC	Shares	12SH	$241
11	SJS Investment Consulting Inc.	Shares	10SH	$201
12	Fortitude Family Office, LLC	Shares	7SH	$140
13	State of Alaska, Department of Revenue	Shares	1.2KSH	$23

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

13 / 13 loaded

#		Instrument
1	Key FInancial Inc unchanged	Shares	0	+$63.5K	$1.2M
2	SummerHaven Investment Management, LLC unchanged	Shares	0	+$58.2K	$1.1M
3	Traynor Capital Management, Inc. unchanged	Shares	0	+$29.0K	$500.8K
4	Strid Group, LLC unchanged	Shares	0	+$10.7K	$200.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$2.3K	$42.3K
6	GAMMA Investing LLC added	Shares	+101	+$2.2K	$5.9K
7	Farther Finance Advisors, LLC new	Shares	+105	+$2.1K	$2.1K
8	EverSource Wealth Advisors, LLC new	Shares	+81	+$1.6K	$1.6K
9	IFP Advisors, Inc added	Shares	+50	+$1.1K	$2.8K
10	Fortitude Family Office, LLC new	Shares	+7	+$140	$140
11	SJS Investment Consulting Inc. added	Shares	+2	+$49	$201
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$23
13	True Wealth Design, LLC trimmed	Shares	-3	-$44	$241

Filing Research | MRBK - MERIDIAN CORP Institutional Holdings