HOHIMER WEALTH MANAGEMENT, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1802533 SEATTLE, WA

Position in LPLA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$622,794

-$15,868 QoQ

Shares Held

2,211

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#427

of 761 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Financial Services · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $3,508,788 across 6 Capital Markets names. LPLA ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	12,153	$1,121,357
2	GS	Goldman Sachs Group Inc	784	$792,914
3	LPLA	LPL Financial Holdings Inc. This page	2,211	$622,794
4	SNEX	StoneX Group Inc.	5,104	$403,255
5	GOLD	Gold.com, Inc.	8,000	$332,880
6	MS	Morgan Stanley	1,127	$235,588

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$622,794	2,211	+4.1%	Shares	Sole	2026-08-03
2026-03-31	$638,662	2,123	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.