Anchor Investment Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1634149 COLUMBIA, SC

Position in LPLA

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$3,274,233

-$535,342 QoQ

Shares Held

10,884

+2.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. LPLA ranks #3 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,598	$3,889,862
2	SCHW	Schwab Charles Corp	38,632	$3,630,635
3	LPLA	LPL Financial Holdings Inc. This page	10,884	$3,274,233
4	MS	Morgan Stanley	4,777	$786,150
5	IBKR	Interactive Brokers Group, Inc.	2,702	$181,223
6	HLI	Houlihan Lokey, Inc.	450	$64,629
7	MKTX	Marketaxess Holdings Inc	374	$61,702
8	PJT	PJT Partners Inc.	25	$3,493

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,274,233	10,884	+2.0%	Shares	Sole	2026-05-01
2025-12-31	$3,809,575	10,666	+3.9%	Shares	Sole	2026-02-26
2025-09-30	$3,416,393	10,269	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$3,883,939	10,358	+6.0%	Shares	Sole	2025-08-19
2025-03-31	$3,196,484	9,771	+0.8%	Shares	Sole	2025-05-20
2024-12-31	$3,166,167	9,697	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$2,249,299	9,669	+15.6%	Shares	Sole	2024-11-21
2024-06-30	$2,336,344	8,365	+8.6%	Shares	Sole	2024-09-20
2024-03-31	$2,034,604	7,701	+7.8%	Shares	Sole	2024-05-15
2023-12-31	$1,626,572	7,146	+119.6%	Shares	Sole	2024-01-02
2023-09-30	$773,313	3,254	+14.8%	Shares	Sole	2024-01-02
2023-06-30	$616,196	2,834	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.