Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP INC | COM | 701 | $322,253 | 1,356 | 0.00 | 0.00 | -94 | -6.48 | 09-30-2023 |
| VALLEY WEALTH MANAGERS INC | Stock | 702 | $304,783 | 1,339 | 0.00 | 0.00 | 19 | 1.44 | 12-31-2023 |
| SFG WEALTH MANAGEMENT LLC | COM | 703 | $353,610 | 1,338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEZA CAPITAL MANAGEMENT LLC | COM | 704 | $317,500 | 1,336 | 0.00 | 1,336 | +Inf | 09-30-2023 |
