Financial Gravity Companies, INC
Market Movers (8-K)
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Mark Williams voluntarily resigned from the Financial Gravity Board of Directors, effective January 29, 2025.
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Mark Williams voluntarily resigned from Financial Gravity Companies' Board of Directors and all committees, effective January 29, 2025.
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8-K: Financial Gravity Faces Potential $350,000 Revenue Hit as Marathon Seeks to Reclaim Client Accounts
Financial Gravity Companies, Inc. is facing a potential $350,000 annual revenue loss as Marathon Financial Group seeks to terminate agreements and reclaim client assets.
Worse than expected
Institutional Holdings (13F)
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Financial Gravity Companies, Inc. has filed its quarterly Form 13F-HR, revealing its investment holdings totaling over $509 million as of June 30, 2025.
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Financial Gravity Companies, Inc. reports managing $437.8 million in assets across 1,006 holdings as of December 31, 2024, according to its latest 13F filing.
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Financial Gravity Companies, Inc. has reported total holdings of $373.6 million across 738 positions in its latest 13F filing for the quarter ending September 30, 2024.