Merit Financial Group, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1621225 ALPHARETTA, GA

Position in LPLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,332,343

-$58,090 QoQ

Shares Held

4,730

+2.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#27

of 100 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $66,761,336 across 25 Capital Markets names. LPLA ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	22,097	$22,348,237
2	MS	Morgan Stanley	106,437	$22,249,586
3	SCHW	Schwab Charles Corp	70,252	$6,482,146
4	HOOD	Robinhood Markets, Inc.	25,028	$2,509,803
5	EVR	Evercore Inc.	7,157	$2,443,683
6	JEF	Jefferies Financial Group Inc.	35,494	$1,773,987
7	LPLA	LPL Financial Holdings Inc. This page	4,730	$1,332,343
8	TW	Tradeweb Markets Inc.	10,366	$1,033,073

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,332,343	4,730	+2.3%	Shares	Other	2026-07-20
2026-03-31	$1,390,433	4,622	-0.8%	Shares	Other	2026-04-15
2025-12-31	$1,664,767	4,661	+0.2%	Shares	Other	2026-01-26
2025-09-30	$1,547,670	4,652	+25.0%	Shares	Other	2025-11-07
2025-06-30	$1,395,263	3,721	+11.4%	Shares	Sole	2025-07-22
2025-03-31	$1,092,974	3,341	+195.1%	Shares	Sole	2025-04-09
2024-12-31	$369,609	1,132	+4.6%	Shares	Sole	2025-01-15
2024-09-30	$251,705	1,082	-43.1%	Shares	Sole	2024-10-17
2023-06-30	$413,117	1,900	-4.5%	Shares	Sole	2023-08-01
2023-03-31	$402,573	1,989	-0.3%	Shares	Sole	2023-04-24
2022-12-31	$431,042	1,994	+23.2%	Shares	Sole	2023-01-13
2022-09-30	$353,500	1,618	-14.3%	Shares	Sole	2022-10-31
2022-06-30	$348,482	1,889	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.