Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST HORIZON CORP | COMMON STOCK | 901 | $9,000 | 72 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| JFS WEALTH ADVISORS LLC | COM | 902 | $14,796 | 65 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CLEAN YIELD GROUP | Stock | 903 | $14,340 | 63 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 03-31-2024 |
