Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,971
+$16,857 QoQ
Shares Held
78
+358.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#647
of 762 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Salomon & Ludwin, LLC holds $1,025,861 across 21 Capital Markets names. LPLA ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
243 | $245,762 | |
| 2 | MS |
Morgan Stanley
|
611 | $127,723 | |
| 3 | SNEX |
StoneX Group Inc.
|
1,346 | $106,294 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
480 | $54,475 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
859 | $51,170 | |
| 6 | MARA |
MARA Holdings, Inc.
|
3,478 | $48,309 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
471 | $47,231 | |
| 8 | BGC |
BGC Group, Inc.
|
4,273 | $45,678 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,971 | 78 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,114 | 17 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,716 | 72 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,619 | 74 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||