HoldingsChannel.com
Institutional Holders of MMTM
HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC73,296$14,813 12/31/2023
     MMTM73,296$14,813 12/31/2023
Baltimore Washington Financial Advisors Inc.38,087$7,697 12/31/2023
     MMTM38,087$7,697 12/31/2023
Professional Financial Advisors LLC16,873$3,880 03/31/2024
     MMTM16,873$3,880 03/31/2024
Raymond James Financial Services Advisors Inc.15,249$3,507 03/31/2024
     MMTM15,249$3,507 03/31/2024
Steward Partners Investment Advisory LLC13,550$2,738 12/31/2023
     MMTM13,550$2,738 12/31/2023
Western Wealth Management LLC9,431$1,906 12/31/2023
     MMTM9,431$1,906 12/31/2023
Wealth Enhancement Advisory Services LLC7,789$1,791 03/31/2024
     MMTM7,789$1,791 03/31/2024
Goldman Sachs Group Inc.7,730$1,562 12/31/2023
     MMTM7,730$1,562 12/31/2023
Susquehanna International Group LLP6,733$1,361 12/31/2023
     MMTM6,733$1,361 12/31/2023
Bank of America Corp DE6,125$1,238 12/31/2023
     MMTM6,125$1,238 12/31/2023
Royal Bank of Canada4,734$957 12/31/2023
     MMTM4,734$957 12/31/2023
SILVER OAK SECURITIES Inc4,538$917 12/31/2023
     MMTM4,538$917 12/31/2023
IFP Advisors Inc3,755$759 12/31/2023
     MMTM3,755$759 12/31/2023
Fulcrum Equity Management2,889$664 03/31/2024
     MMTM2,889$664 03/31/2024
Kestra Advisory Services LLC2,949$596 12/31/2023
     MMTM2,949$596 12/31/2023
Morgan Stanley2,656$537 12/31/2023
     MMTM2,656$537 12/31/2023
Southland Equity Partners LLC2,326$535 03/31/2024
     MMTM2,326$535 03/31/2024
Advisor Group Holdings Inc.1,970$398 12/31/2023
     MMTM1,970$398 12/31/2023
Gateway Wealth Partners LLC1,434$290 12/31/2023
     MMTM1,434$290 12/31/2023
Cambridge Investment Research Advisors Inc.956$220 03/31/2024
     MMTM956$220 03/31/2024
CWM LLC545$125 03/31/2024
     MMTM545$125 03/31/2024
GWM Advisors LLC560$113 12/31/2023
     MMTM560$113 12/31/2023
US Bancorp DE533$108 12/31/2023
     MMTM533$108 12/31/2023
VitalStone Financial LLC472$95 12/31/2023
     MMTM472$95 12/31/2023
UBS Group AG377$76 12/31/2023
     MMTM377$76 12/31/2023
AdvisorNet Financial Inc301$69 03/31/2024
     MMTM301$69 03/31/2024
Spire Wealth Management268$62 03/31/2024
     MMTM268$62 03/31/2024
JFS Wealth Advisors LLC267$61 03/31/2024
     MMTM267$61 03/31/2024
Householder Group Estate & Retirement Specialist LLC241$48 12/31/2023
     MMTM241$48 12/31/2023
ORG Partners LLC127$26 12/31/2023
     MMTM127$26 12/31/2023
Comerica Bank68$14 12/31/2023
     MMTM68$14 12/31/2023
Castleview Partners LLC58$12 12/31/2023
     MMTM58$12 12/31/2023
Oak Harbor Wealth Partners LLC50$11 03/31/2024
     MMTM50$11 03/31/2024
Principal Securities Inc.12$2 12/31/2023
     MMTM12$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     MMTM0$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     MMTM1$0 12/31/2023

See All: Funds Holding MMTM
See Details: Top 10 Hedge Funds Holding MMTM
Also See: MMTM Holdings Changes

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