Marshall Financial Group, LLC

Position in MC — Moelis & Co

CIK 1841496 Hunt Valley, MD

Position in MC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$806,890

New position

Shares Held

12,334

first reported quarter

Ownership

0.016%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#16

of 53 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $4,547,494 across 6 Capital Markets names. MC ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBET	Sharplink, Inc.	282,492	$1,355,961
2	IBKR	Interactive Brokers Group, Inc.	10,196	$887,459
3	EVR	Evercore Inc.	2,373	$810,237
4	MC	Moelis & Co This page	12,334	$806,890
5	GS	Goldman Sachs Group Inc	385	$389,377
6	SCHW	Schwab Charles Corp	3,225	$297,570

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,890	12,334	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.