Advocate Investing Services LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2110509 WOODBINE, MD

Position in LPLA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$140,840

-$9,575 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#591

of 761 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advocate Investing Services LLC holds $323,547 across 6 Capital Markets names. LPLA ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	140	$141,591
2	LPLA	LPL Financial Holdings Inc. This page	500	$140,840
3	IREN	IREN Ltd	350	$16,005
4	GLXY	Galaxy Digital Inc.	490	$13,396
5	HOOD	Robinhood Markets, Inc.	75	$7,521
6	LAZ	Lazard, Inc.	100	$4,194

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,840	500	0.0%	Shares	Sole	2026-07-29
2026-03-31	$150,415	500	0.0%	Shares	Sole	2026-04-22
2025-12-31	$178,585	500	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.