Filing Research | INO - INOVIO PHARMACEUTICALS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Mayflower Financial Advisors, LLC	Shares	12.6KSH	$13.8K
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	11.0KSH	$12.1K
3	SBI Securities Co., Ltd.	Shares	6.8KSH	$7.5K
4	Activest Wealth Management	Shares	1.5KSH	$1.6K
5	MJT & Associates Financial Advisory Group, Inc.	Shares	325SH	$358
6	VSM Wealth Advisory, LLC	Shares	250SH	$275
7	Decker Retirement Planning Inc.	Shares	168SH	$185
8	Farther Finance Advisors, LLC	Shares	111SH	$122
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	36SH	$43
10	Allied Private Wealth LLC	Shares	33SH	$39
11	ATWOOD & PALMER INC	Shares	18SH	$20
12	CoreCap Advisors, LLC	Shares	16SH	$18
13	Key FInancial Inc	Shares	14SH	$15
14	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	13SH	$14
15	Golden State Wealth Management, LLC	Shares	10SH	$11
16	ALBION FINANCIAL GROUP /UT	Shares	5SH	$6

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	Decker Retirement Planning Inc. new	Shares	+168	+$185	$185
2	Farther Finance Advisors, LLC added	Shares	+75	+$59	$122
3	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$3	$6
4	HM PAYSON & CO exited	Shares	-2	-$4	$0
5	Golden State Wealth Management, LLC unchanged	Shares	0	-$6	$11
6	Key FInancial Inc unchanged	Shares	0	-$9	$15
7	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$9	$14
8	CoreCap Advisors, LLC unchanged	Shares	0	-$10	$18
9	ATWOOD & PALMER INC unchanged	Shares	0	-$12	$20
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$20	$43
11	VSM Wealth Advisory, LLC unchanged	Shares	0	-$160	$275
12	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$208	$358
13	Activest Wealth Management unchanged	Shares	0	-$960	$1.6K
14	SBI Securities Co., Ltd. added	Shares	+1.4K	-$1.9K	$7.5K
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	-$7.1K	$12.1K
16	Mayflower Financial Advisors, LLC unchanged	Shares	0	-$8.0K	$13.8K

Filing Research | INO - INOVIO PHARMACEUTICALS INC Institutional Holdings