Seven Grand Managers’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	$18.7M	Hold	50,000	–	–	2.25%	14
2025 Q1	$16.4M	Buy	+50,000	New	+$16.4M	3.82%	10