Brown, Lisle/Cummings’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51K	Buy	7 +1	+17%	+$359	﹤0.01%	636
2025 Q1	$1.96K	Buy	+6	New	+$1.96K	﹤0.01%	653