Filing Research | MYO - MYOMO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Accel Wealth Management	Shares	39.1KSH	$40.6K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$33.4K
3	Summit Financial Strategies, Inc.	Shares	25.0KSH	$26.0K
4	Accurate Wealth Management, LLC	Shares	21.1KSH	$23.2K
5	Abel Hall, LLC	Shares	13.3KSH	$13.8K
6	EverSource Wealth Advisors, LLC	Shares	2.6KSH	$2.7K
7	SBI Securities Co., Ltd.	Shares	1.1KSH	$1.2K
8	True Wealth Design, LLC	Shares	478SH	$498
9	Farther Finance Advisors, LLC	Shares	444SH	$471
10	IFP Advisors, Inc	Shares	163SH	$170
11	GAMMA Investing LLC	Shares	152SH	$158
12	Fortitude Family Office, LLC	Shares	116SH	$121
13	SJS Investment Consulting Inc.	Shares	57SH	$60

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

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.1K	+$25.8K	$33.4K
2	Accel Wealth Management added	Shares	+4.9K	+$17.5K	$40.6K
3	Summit Financial Strategies, Inc. unchanged	Shares	0	+$9.1K	$26.0K
4	Accurate Wealth Management, LLC unchanged	Shares	0	+$8.7K	$23.2K
5	Abel Hall, LLC trimmed	Shares	-965	+$4.2K	$13.8K
6	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$1.8K	$2.7K
7	SBI Securities Co., Ltd. added	Shares	+1.1K	+$1.1K	$1.2K
8	Farther Finance Advisors, LLC added	Shares	+389	+$434	$471
9	True Wealth Design, LLC added	Shares	+374	+$427	$498
10	Fortitude Family Office, LLC new	Shares	+116	+$121	$121
11	SJS Investment Consulting Inc. added	Shares	+53	+$57	$60
12	IFP Advisors, Inc trimmed	Shares	-21	+$46	$170
13	GAMMA Investing LLC trimmed	Shares	-1.7K	-$1.1K	$158
14	Police & Firemen's Retirement System of New Jersey exited	Shares	-15.6K	-$10.5K	$0

Filing Research | MYO - MYOMO INC Institutional Holdings