| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing LPLA Share Count |
|---|
| AdvisorNet Financial Inc |
12 |
85 |
+73 |
+608.33% |
| Robeco Institutional Asset Management B.V. |
1,007 |
6,641 |
+5,634 |
+559.48% |
| Family Wealth Partners LLC |
70,514 |
146,940 |
+76,426 |
+108.38% |
| Natixis Advisors L.P. |
28,843 |
55,987 |
+27,144 |
+94.11% |
| Root Financial Partners LLC |
1,350 |
2,205 |
+855 |
+63.33% |
| Segment Wealth Management LLC |
14,543 |
20,381 |
+5,838 |
+40.14% |
| MJP Associates Inc. ADV |
1,136 |
1,445 |
+309 |
+27.20% |
| MONECO Advisors LLC |
1,918 |
2,416 |
+498 |
+25.96% |
| Fulton Bank N.A. |
2,919 |
3,638 |
+719 |
+24.63% |
| Allworth Financial LP |
442 |
536 |
+94 |
+21.27% |
| Thrive Wealth Management LLC |
969 |
1,160 |
+191 |
+19.71% |
| Spire Wealth Management |
122 |
143 |
+21 |
+17.21% |
| Wetzel Investment Advisors Inc. |
45 |
52 |
+7 |
+15.56% |
| Wealthfront Advisers LLC |
1,363 |
1,552 |
+189 |
+13.87% |
| Catalyst Capital Advisors LLC |
3,005 |
3,420 |
+415 |
+13.81% |
| Garrett Investment Advisors LLC |
5,980 |
6,804 |
+824 |
+13.78% |
| CWM LLC |
985 |
1,097 |
+112 |
+11.37% |
| GAMMA Investing LLC |
125 |
138 |
+13 |
+10.40% |
| Integrated Investment Consultants LLC |
5,661 |
6,146 |
+485 |
+8.57% |
| OneAscent Financial Services LLC |
1,046 |
1,134 |
+88 |
+8.41% |
| Raymond James Financial Services Advisors Inc. |
9,219 |
9,971 |
+752 |
+8.16% |
| Monument Capital Management |
8,565 |
9,154 |
+589 |
+6.88% |
| JJJ Advisors Inc. |
211 |
223 |
+12 |
+5.69% |
| DekaBank Deutsche Girozentrale |
8,184 |
8,627 |
+443 |
+5.41% |
| Venturi Wealth Management LLC |
42,414 |
44,569 |
+2,155 |
+5.08% |
| McMahon Financial Advisors LLC |
2,365 |
2,480 |
+115 |
+4.86% |
| Wealth Enhancement Advisory Services LLC |
8,362 |
8,675 |
+313 |
+3.74% |
| Raymond James Trust N.A. |
5,762 |
5,931 |
+169 |
+2.93% |
| Valley National Advisers Inc. |
35 |
36 |
+1 |
+2.86% |
| Stratos Wealth Partners LTD. |
2,699 |
2,776 |
+77 |
+2.85% |
| DGS Capital Management LLC |
1,581 |
1,625 |
+44 |
+2.78% |
| Bank of New York Mellon Corp |
946,859 |
970,749 |
+23,890 |
+2.52% |
| Raymond James & Associates |
365,791 |
373,968 |
+8,177 |
+2.24% |
| LVW Advisors LLC |
3,184 |
3,245 |
+61 |
+1.92% |
| Gateway Investment Advisers LLC |
4,995 |
5,079 |
+84 |
+1.68% |
| Reinhart Partners Inc. |
74,620 |
75,835 |
+1,215 |
+1.63% |
| Wedmont Private Capital |
1,688 |
1,713 |
+25 |
+1.48% |
| Gulf International Bank UK Ltd |
6,350 |
6,410 |
+60 |
+0.94% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
19,400 |
19,500 |
+100 |
+0.52% |
| Artemis Investment Management LLP |
110,589 |
110,904 |
+315 |
+0.28% |
| Asset Dedication LLC |
451 |
452 |
+1 |
+0.22% |
| Cornerstone Wealth Management LLC |
15,662 |
15,691 |
+29 |
+0.19% |
| Oliver Luxxe Assets LLC |
8,152 |
8,165 |
+13 |
+0.16% |
| WCM Investment Management LLC |
1,696,094 |
1,697,064 |
+970 |
+0.06% |
| KWB Wealth |
28,454 |
28,459 |
+5 |
+0.02% |
| 13F Filers Reporting New Positions In LPLA |
|---|
| Cigna Investments Inc. New |
0 |
799 |
+799 |
+100% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
0 |
6,902 |
+6,902 |
+100% |
| Hennessy Advisors Inc. |
0 |
11,800 |
+11,800 |
+100% |
| Harbor Investment Advisory LLC |
0 |
4 |
+4 |
+100% |
| Riverview Trust Co |
0 |
113 |
+113 |
+100% |
| Transform Wealth LLC |
0 |
31,804 |
+31,804 |
+100% |
| Pinnacle Bank |
0 |
23 |
+23 |
+100% |
| Oak Thistle LLC |
0 |
1,917 |
+1,917 |
+100% |
| Legacy Financial Group LLC |
0 |
1,366 |
+1,366 |
+100% |
| Piscataqua Savings Bank |
0 |
7 |
+7 |
+100% |
| Activest Wealth Management |
0 |
23 |
+23 |
+100% |
| Simplicity Wealth LLC |
0 |
6,544 |
+6,544 |
+100% |
| Drive Wealth Management LLC |
0 |
929 |
+929 |
+100% |
| ZRC Wealth Management LLC |
0 |
5 |
+5 |
+100% |
| Norden Group LLC |
0 |
3,366 |
+3,366 |
+100% |
| Financiere des Professionnels Fonds d investissement inc. |
0 |
3,212 |
+3,212 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
367 |
367 |
UNCH |
0.00% |
| State of Michigan Retirement System |
1,700 |
1,700 |
UNCH |
0.00% |
| NBC Securities Inc. |
2,172 |
2,172 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
1,800 |
1,800 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
71,270 |
71,270 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
13 |
13 |
UNCH |
0.00% |
| American National Bank |
140 |
140 |
UNCH |
0.00% |
| West Oak Capital LLC |
75 |
75 |
UNCH |
0.00% |
| Mather Group LLC. |
880 |
880 |
UNCH |
0.00% |
| Alta Advisers Ltd |
300 |
300 |
UNCH |
0.00% |
| KAMES CAPITAL plc |
8,307 |
8,307 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
| MCF Advisors LLC |
126 |
126 |
UNCH |
0.00% |
| Aquila Investment Management LLC |
6,000 |
6,000 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
8 |
8 |
UNCH |
0.00% |
| Symmetry Partners LLC |
1,324 |
1,324 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
7 |
7 |
UNCH |
0.00% |
| Versant Capital Management Inc |
8 |
8 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
3,361 |
3,361 |
UNCH |
0.00% |
| PSI Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
5,954 |
5,954 |
UNCH |
0.00% |
| Tsfg LLC |
862 |
862 |
UNCH |
0.00% |
| Symphony Financial Ltd. Co. |
10,752 |
10,752 |
UNCH |
0.00% |
| WJ Wealth Management LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| CVA Family Office LLC |
25 |
25 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
23 |
23 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
12 |
12 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
83 |
83 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
9 |
9 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
15 |
15 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
23 |
23 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
22 |
22 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
44 |
44 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
863 |
863 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Park Place Capital Corp |
48 |
48 |
UNCH |
0.00% |
| 13F Filers Decreasing LPLA Share Count |
|---|
| New York State Teachers Retirement System |
6,805 |
588 |
-6,217 |
-91.36% |
| Fifth Third Bancorp |
26 |
6 |
-20 |
-76.92% |
| Assenagon Asset Management S.A. |
24,134 |
8,745 |
-15,389 |
-63.76% |
| DNB Asset Management AS |
29,271 |
11,275 |
-17,996 |
-61.48% |
| MV Capital Management Inc. |
7 |
3 |
-4 |
-57.14% |
| Everpar Advisors LLC |
4,660 |
2,596 |
-2,064 |
-44.29% |
| Bruce G. Allen Investments LLC |
51 |
29 |
-22 |
-43.14% |
| Handelsinvest Investeringsforvaltning |
2,509 |
1,651 |
-858 |
-34.20% |
| Shepherd Financial Partners LLC |
20,197 |
13,755 |
-6,442 |
-31.90% |
| Amalgamated Bank |
10,047 |
7,329 |
-2,718 |
-27.05% |
| First Hawaiian Bank |
7,490 |
5,600 |
-1,890 |
-25.23% |
| Cambridge Investment Research Advisors Inc. |
3,306 |
2,662 |
-644 |
-19.48% |
| Massmutual Trust Co. FSB ADV |
23 |
19 |
-4 |
-17.39% |
| Park Avenue Securities LLC |
8,591 |
7,386 |
-1,205 |
-14.03% |
| Global Retirement Partners LLC |
320 |
276 |
-44 |
-13.75% |
| Allspring Global Investments Holdings LLC |
321,270 |
287,071 |
-34,199 |
-10.64% |
| Gradient Investments LLC |
18,424 |
16,465 |
-1,959 |
-10.63% |
| Berger Financial Group Inc |
897 |
810 |
-87 |
-9.70% |
| Zurcher Kantonalbank Zurich Cantonalbank |
28,012 |
25,421 |
-2,591 |
-9.25% |
| Sumitomo Mitsui Trust Holdings Inc. |
206,520 |
187,783 |
-18,737 |
-9.07% |
| Ritholtz Wealth Management |
3,277 |
3,035 |
-242 |
-7.38% |
| Coastal Investment Advisors Inc. |
1,604 |
1,517 |
-87 |
-5.42% |
| Annex Advisory Services LLC |
12,211 |
11,618 |
-593 |
-4.86% |
| Heritage Wealth Management LLC |
2,021 |
1,940 |
-81 |
-4.01% |
| IFM Investors Pty Ltd |
15,844 |
15,573 |
-271 |
-1.71% |
| Lindbrook Capital LLC |
883 |
869 |
-14 |
-1.59% |
| Banque Cantonale Vaudoise |
4,642 |
4,578 |
-64 |
-1.38% |
| Eagle Rock Investment Company LLC |
15,310 |
15,113 |
-197 |
-1.29% |
| Arlington Trust Co LLC |
390 |
386 |
-4 |
-1.03% |
| Winthrop Advisory Group LLC |
20,933 |
20,783 |
-150 |
-0.72% |
| Private Trust Co. NA |
476 |
475 |
-1 |
-0.21% |
| 13F Filers Exiting LPLA |
|---|
| BKM Wealth Management LLC |
36 |
0 |
-36 |
-100.00% |
| Sapient Capital LLC |
2,878 |
0 |
-2,878 |
-100.00% |
| Lecap Asset Management Ltd. |
5,877 |
0 |
-5,877 |
-100.00% |
| Sterling Group Wealth Management LLC |
6,734 |
0 |
-6,734 |
-100.00% |
| OneAscent Wealth Management LLC |
1,073 |
0 |
-1,073 |
-100.00% |
| Tennessee Valley Asset Management Partners |
322 |
0 |
-322 |
-100.00% |
| International Assets Investment Management LLC |
117,907 |
0 |
-117,907 |
-100.00% |
| HMS Capital Management LLC |
1,008 |
0 |
-1,008 |
-100.00% |
| EFG Asset Management Americas Corp. |
10,847 |
0 |
-10,847 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
75,215 |
0 |
-75,215 |
-100.00% |
| Brown Advisory Inc. |
1,114 |
0 |
-1,114 |
-100.00% |
| Rational Advisors LLC |
3,005 |
0 |
-3,005 |
-100.00% |
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