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INOVIO PHARMACEUTICALS INC
INOVIO PHARMACEUTICALS INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 113 Institutional holders with a total value of $133,742,603.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Financial Architects, Inc 50 0 0.00%
2 Hartford Financial Management Inc. 300 1,000 0.00%
3 Riggs Asset Managment Co. Inc. 125 1,000 0.00%
4 GENEOS WEALTH MANAGEMENT INC. 300 1,000 0.00%
5 Advisory Services Network, LLC 220 1,000 0.00%
6 TCI Wealth Advisors, Inc. 100 1,000 0.00%
7 NEXT Financial Group, Inc 109 1,000 0.00%
8 Tradewinds Capital Management, LLC 338 2,000 0.00%
9 CUTLER GROUP LLC / CA 14,900 2,000 0.00% Call
10 BB&T INVESTMENT SERVICES, INC. 350 2,000 0.00%
11 SIMPLEX TRADING, LLC 348 2,000 0.00%
12 KRILOGY FINANCIAL LLC 500 3,000 0.00%
13 BELLWETHER INVESTMENT GROUP, LLC 425 3,000 0.00%
14 Brick & Kyle, Associates 500 3,000 0.00%
15 Cordasco Financial Network 500 3,000 0.00%
16 BNP PARIBAS FINANCIAL MARKETS 455 3,012 0.00%
17 HAP Trading, LLC 15,100 4,000 0.00% Call
18 Patten Group, Inc. 800 5,000 0.00%
19 BUTENSKY & COHEN FINANCIAL SECURITY, INC 750 5,000 0.00%
20 Cable Hill Partners, LLC 750 5,000 0.00%
21 SYNOVUS FINANCIAL CORP 950 6,000 0.00%
22 Focused Wealth Management, Inc 1,000 7,000 0.01%
23 CITIGROUP INC 1,000 7,000 0.01% Put
24 US BANCORP \DE\ 1,000 7,000 0.01%
25 Blume Capital Management, Inc. 1,000 7,000 0.01%
26 CENTRAL TRUST Co 1,250 8,000 0.01%
27 MEEDER ASSET MANAGEMENT INC 1,289 9,000 0.01%
28 IFP ADVISORS, INC 1,548 10,000 0.01%
29 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 1,989 13,000 0.01%
30 CUTLER GROUP LLC / CA 15,700 13,000 0.01% Put
31 Compagnie Lombard Odier SCmA 2,000 13,000 0.01%
32 JPMORGAN CHASE & CO 2,534 16,000 0.01%
33 Zurcher Kantonalbank (Zurich Cantonalbank) 2,359 16,000 0.01%
34 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 2,500 17,000 0.01%
35 MOSAIC FAMILY WEALTH, LLC 2,500 17,000 0.01%
36 BARCLAYS PLC 2,748 18,000 0.01%
37 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 3,000 19,000 0.01%
38 IHT WEALTH MANAGEMENT, LLC 3,292 20,000 0.01%
39 ROYAL BANK OF CANADA 5,254 35,000 0.03%
40 Ameritas Investment Partners, Inc. 5,391 36,000 0.03%
41 CANADA LIFE ASSURANCE Co 5,810 38,000 0.03%
42 GLOBAL RETIREMENT PARTNERS, LLC 5,980 40,000 0.03%
43 FIRST INTERSTATE BANK 6,200 41,000 0.03%
44 GLENVIEW STATE BANK TRUST DEPT. 10,000 66,000 0.05%
45 RAYMOND JAMES & ASSOCIATES 10,113 67,000 0.05%
46 PRICE T ROWE ASSOCIATES INC /MD/ 10,200 68,000 0.05%
47 Creative Planning 11,030 73,000 0.05%
48 EMERALD ADVISERS, LLC 11,043 73,000 0.05%
49 SHEAFF BROCK INVESTMENT ADVISORS, LLC 11,400 75,000 0.06%
50 ADVISOR GROUP, INC. 11,825 79,000 0.06%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.