Trademark Financial Management, LLC

Q2 2025 13F Holdings

Location
Bloomington, MN
Holdings as of
6/30/2025
Value
$164M
Num holdings
88
Date filed
7/31/2025
Form type
13F-HR
Prev filing
4/25/2025
Next filing
10/17/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type