ZWJ INVESTMENT COUNSEL INC

Position in LPLA — LPL Financial Holdings Inc.

CIK 842782 Atlanta, GA

Position in LPLA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$243,371

-$16,546 QoQ

Shares Held

864

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#550

of 761 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

ZWJ INVESTMENT COUNSEL INC holds $2,941,901 across 5 Capital Markets names. LPLA ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,904	$1,925,648
2	MS	Morgan Stanley	1,483	$310,006
3	LPLA	LPL Financial Holdings Inc. This page	864	$243,371
4	PIPR	Piper Sandler Companies	3,354	$242,628
5	SCHW	Schwab Charles Corp	2,387	$220,248

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,371	864	0.0%	Shares	Sole	2026-07-16
2026-03-31	$259,917	864	0.0%	Shares	Sole	2026-04-24
2025-12-31	$308,594	864	+6.9%	Shares	Sole	2026-01-23
2025-09-30	$268,813	808	+1.3%	Shares	Sole	2025-10-15
2025-06-30	$299,226	798	+0.3%	Shares	Sole	2025-07-21
2025-03-31	$260,403	796	0.0%	Shares	Sole	2025-04-28
2024-12-31	$259,901	796	0.0%	Shares	Sole	2025-01-16
2024-06-30	$222,322	796	0.0%	Shares	Sole	2024-07-19
2024-03-31	$210,303	796	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.