Tower View Wealth Management LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1729045 SHOREWOOD, WI

Position in LPLA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,661

-$1,152 QoQ

Shares Held

-18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#703

of 761 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tower View Wealth Management LLC holds $2,496,220 across 4 Capital Markets names. LPLA ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,306	$2,332,219
2	SCHW	Schwab Charles Corp	1,700	$156,859
3	LPLA	LPL Financial Holdings Inc. This page	13	$3,661
4	IBKR	Interactive Brokers Group, Inc.	40	$3,481

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,661	13	-18.8%	Shares	Sole	2026-07-24
2026-03-31	$4,813	16	—	Shares	Sole	2026-04-20
No filing history on record for this holder in this stock.