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> LPLA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | LPL Financial Holdings Inc. | LPLA | 4,801 | -593 | 1,043,794,000 | 1,042,799,000 | $217,411.79 |
| 06/30/2022 | LPL Financial Holdings Inc. | LPLA | 5,394 | 536 | 995,000 | 107,000 | $184.46 |
| 03/31/2022 | LPL Financial Holdings Inc. | LPLA | 4,858 | 930 | 888,000 | 273,000 | $182.79 |
| 09/30/2021 | LPL Financial Holdings Inc. | LPLA | 3,928 | 621 | 615,000 | 169,000 | $156.57 |
| 06/30/2021 | LPL Financial Holdings Inc. | LPLA | 3,307 | 1,446 | 446,000 | 182,000 | $134.87 |
| 03/31/2021 | LPL Financial Holdings Inc. | LPLA | 1,861 | 1,861 | 264,000 | 264,000 | $141.86 |
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