Farther Finance Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Farther Finance Advisors’s Portfolio MCRI Stock Details MCRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.6K	Sell	318 -38	-11%	-$4.65K	﹤0.01%	3668
2026 Q2	$47K	Sell	356 -204	-36%	-$23.8K	﹤0.01%	3288
2026 Q1	$54K	Buy	560 +227	+68%	+$21.6K	﹤0.01%	2948
2025 Q4	$31.9K	Buy	333 +4	+1%	+$385	﹤0.01%	3111
2025 Q3	$34.8K	Buy	329 +219	+199%	+$22K	﹤0.01%	2672
2025 Q2	$9.51K	Sell	110 -56	-34%	-$4.52K	﹤0.01%	3103
2025 Q1	$13.1K	Buy	+166	New	+$14.1K	﹤0.01%	2606
2024 Q1	–	Sell	-2	Closed	-$138	–	3674
2023 Q4	$138	Buy	+2	New	+$127	﹤0.01%	3271

Other funds holding MCRI

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's MCRI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Monarch Casino & Resort (MCRI) stake by 11% in Q3 2026, selling an estimated $4.65K and leaving 318 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

Farther Finance Advisors first reported a position in MCRI in Q4 2023 and has held it in 8 quarters since. The position peaked at $54K in Q1 2026. 10 funds tracked by Wall St. Rank hold MCRI as of Q3 2026.

Farther Finance Advisors held 318 shares of Monarch Casino & Resort worth $36.6K as of Q3 2026.
Farther Finance Advisors sold 38 Monarch Casino & Resort shares in Q3 2026, an estimated $4.65K.
Monarch Casino & Resort made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3668 holding.
Farther Finance Advisors first reported a position in Monarch Casino & Resort in Q4 2023 and has held it in 8 quarters since.
Farther Finance Advisors's Monarch Casino & Resort position peaked at $54K in Q1 2026.
10 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.