Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LPL FINANCIAL LLC 02-12-2024 12-31-2023 4792 165,111,641,374
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ORIGIN MATERIALS INC COM 5951 $60,873 72,797 0.00 0.00 -17,301 -19.20 12-31-2023
KNOT OFFSHORE PARTNERS LP COM UNITS 5952 $60,262 10,462 0.00 0.00 207 2.02 12-31-2023
AMERICAN LITHIUM CORP COM NEW 5953 $60,115 54,650 0.00 0.00 10,900 24.91 12-31-2023
STITCH FIX INC COM CL A 5954 $59,630 16,703 0.00 0.00 -1,724 -9.36 12-31-2023
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