Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS LLC | COM | 851 | $56,000 | 247 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST CAPITAL ADVISORS GROUP LLC | COM | 852 | $49,139 | 226 | 0.00 | 226 | +Inf | 06-30-2023 | |
| JANICZEK WEALTH MANAGEMENT LLC | COM | 853 | $58,917 | 223 | 0.00 | 0.00 | -13 | -5.51 | 03-31-2024 |
| SANDY SPRING BANK | COM | 854 | $46,663 | 205 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
