MCF Advisors LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1602905 LEXINGTON, KY

Position in LPLA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$38,871

-$2,643 QoQ

Shares Held

138

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#629

of 764 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MCF Advisors LLC holds $3,723,522 across 13 Capital Markets names. LPLA ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	15,450	$1,425,571
2	MS	Morgan Stanley	5,376	$1,123,799
3	GS	Goldman Sachs Group Inc	965	$975,972
4	IREN	IREN Ltd	1,157	$52,909
5	LPLA	LPL Financial Holdings Inc. This page	138	$38,871
6	HOOD	Robinhood Markets, Inc.	339	$33,994
7	GLXY	Galaxy Digital Inc.	1,112	$30,402
8	LAZ	Lazard, Inc.	430	$18,034

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,871	138	0.0%	Shares	Sole	2026-08-12
2026-03-31	$41,514	138	0.0%	Shares	Sole	2026-05-11
2025-12-31	$49,289	138	0.0%	Shares	Sole	2026-02-11
2025-09-30	$45,911	138	0.0%	Shares	Sole	2025-11-05
2025-06-30	$51,745	138	0.0%	Shares	Sole	2025-07-15
2025-03-31	$45,145	138	0.0%	Shares	Sole	2025-05-06
2024-12-31	$45,058	138	0.0%	Shares	Sole	2025-01-17
2024-09-30	$32,102	138	0.0%	Shares	Sole	2024-10-24
2024-06-30	$38,543	138	+9.5%	Shares	Sole	2024-08-05
2024-03-31	$33,289	126	0.0%	Shares	Sole	2024-04-16
2023-12-31	$28,680	126	0.0%	Shares	Sole	2024-02-01
2023-09-30	$29,943	126	0.0%	Shares	Sole	2023-10-19
2023-06-30	$27,396	126	0.0%	Shares	Sole	2023-07-24
2023-03-31	$25,502	126	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.