Filing Research | LFMD - LIFEMD INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Barry Investment Advisors, LLC	Shares	171.9KSH	$709.9K
2	COURIER CAPITAL LLC	Shares	170.0KSH	$702.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.7KSH	$96.1K
4	Magnus Financial Group LLC	Shares	12.0KSH	$49.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	11.0KSH	$45.6K
6	SBI Securities Co., Ltd.	Shares	974SH	$4.0K
7	EverSource Wealth Advisors, LLC	Shares	789SH	$3.3K
8	GAMMA Investing LLC	Shares	684SH	$2.8K
9	SJS Investment Consulting Inc.	Shares	115SH	$475
10	IFP Advisors, Inc	Shares	100SH	$413
11	Farther Finance Advisors, LLC	Shares	98SH	$406
12	True Wealth Design, LLC	Shares	98SH	$405
13	MassMutual Private Wealth & Trust, FSB	Shares	93SH	$384
14	State of Alaska, Department of Revenue	Shares	20.0KSH	$82

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

14 / 14 loaded

#		Instrument
1	COURIER CAPITAL LLC added	Shares	+82.5K	+$386.2K	$702.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+20.7K	+$96.1K	$96.1K
3	Barry Investment Advisors, LLC unchanged	Shares	0	+$89.4K	$709.9K
4	Magnus Financial Group LLC unchanged	Shares	0	+$6.2K	$49.6K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.7K	$45.6K
6	EverSource Wealth Advisors, LLC added	Shares	+543	+$2.4K	$3.3K
7	SBI Securities Co., Ltd. added	Shares	+31	+$619	$4.0K
8	SJS Investment Consulting Inc. added	Shares	+107	+$446	$475
9	IFP Advisors, Inc new	Shares	+100	+$413	$413
10	True Wealth Design, LLC new	Shares	+98	+$405	$405
11	GAMMA Investing LLC unchanged	Shares	0	+$356	$2.8K
12	Farther Finance Advisors, LLC added	Shares	+57	+$259	$406
13	State of Alaska, Department of Revenue unchanged	Shares	0	+$10	$82
14	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-116	-$370	$384

Filing Research | LFMD - LIFEMD INC Institutional Holdings