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Meridian Corporation COM

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisory Services Network, LLC
NEW
Shares2,101
Change+2,101
Value$39.8K
Filed 2026-05-15
Farther Finance Advisors, LLC
DECREASED
Shares199 from 331
Change-132 (-40%)
Value$3.8K (-$2.0K)
Filed 2026-04-07
Essential Partners LLC
INCREASED
Shares139 from 138
Change+1 (+1%)
Value$2.6K (+$209)
Filed 2026-05-21
EverSource Wealth Advisors, LLC
INCREASED
Shares46 from 41
Change+5 (+12%)
Value$872 (+$151)
Filed 2026-05-18
Rothschild Investment LLC
INCREASED
Shares45 from 21
Change+24 (+114%)
Value$853 (+$484)
Filed 2026-05-07
Root Financial Partners, LLC
NEW
Shares44
Change+44
Value$834
Filed 2026-04-24
Borer Denton & Associates, Inc.
CLOSED
Shares0 from 21,029
Change-21,029 (-100%)
Value$0 (-$369.7K)
Filed 2026-05-12
Status
Advisory Services Network, LLC
NEW2,101—+2,101——$39.8K—2026-05-15
Farther Finance Advisors, LLC
DECREASED199331-132-40%$5.8K$3.8K-$2.0K2026-04-07
Essential Partners LLC
INCREASED139138+1+1%$2.4K$2.6K+$2092026-05-21
EverSource Wealth Advisors, LLC
INCREASED4641+5+12%$721$872+$1512026-05-18
Rothschild Investment LLC
INCREASED4521+24+114%$369$853+$4842026-05-07
Root Financial Partners, LLC
NEW44—+44——$834—2026-04-24
Borer Denton & Associates, Inc.
CLOSED021,029-21,029-100%$369.7K$0-$369.7K2026-05-12
Showing 7 of 7 institutions