Coastal Bridge Advisors’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	$2.06M	Sell	5,492 -265	-5%	-$99.4K	0.17%	134
2025 Q1	$1.88M	Buy	+5,757	New	+$1.88M	0.46%	56