Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VESTCOR INC | COM | 451 | $1,129,000 | 4,962 | 0.04 | 0.03 | 1,140 | 29.83 | 12-31-2023 |
| JEFFERIES GROUP LLC | COM | 452 | $569,000 | 4,961 | 0.00 | 4,961 | +Inf | 09-30-2022 | |
| CERITY PARTNERS LLC | Stock | 453 | $1,127,288 | 4,952 | 0.00 | 4,952 | +Inf | 12-31-2023 | |
| INDEPENDENT ADVISOR ALLIANCE | COM | 454 | $1,171,452 | 4,929 | 0.00 | 0.00 | 131 | 2.73 | 09-30-2023 |
