Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STATE OF WYOMING | COM | 801 | $117,630 | 541 | 0.00 | 541 | +Inf | 06-30-2023 | |
| WIPFLI FINANCIAL ADVISORS LLC | COM | 802 | $116,000 | 530 | 0.01 | 530 | +Inf | 09-30-2022 | |
| KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $119,273 | 524 | 0.00 | 0.00 | 524 | +Inf | 12-31-2023 |
| TYLER-STONE WEALTH MANAGEMENT | COM | 804 | $117,907 | 518 | 0.00 | 0.08 | -50 | -8.80 | 12-31-2023 |
