Centerpoint Advisors’s LifeMD LFMD Stock Holding History

Centerpoint Advisors’s Portfolio LFMD Stock Details LFMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Hold	100	–	–	﹤0.01%	407
2025 Q4	$0	Hold	100	–	–	﹤0.01%	430
2025 Q3	$1K	Hold	100	–	–	﹤0.01%	426
2025 Q2	$1K	Hold	100	–	–	﹤0.01%	366
2025 Q1	$1K	Sell	100 -100	-50%	-$567	﹤0.01%	374
2024 Q4	$1K	Hold	200	–	–	﹤0.01%	430
2024 Q3	$1K	Sell	200 -200	-50%	-$1.15K	﹤0.01%	452
2024 Q2	$3K	Hold	400	–	–	﹤0.01%	396
2024 Q1	$4K	Sell	400 -100	-20%	-$739	﹤0.01%	371
2023 Q4	$4K	Hold	500	–	–	﹤0.01%	369
2023 Q3	$3K	Hold	500	–	–	﹤0.01%	423
2023 Q2	$2K	Buy	500 +200	+67%	+$444	﹤0.01%	447
2023 Q1	$1K	Hold	300	–	–	﹤0.01%	507
2022 Q4	$1K	Hold	300	–	–	﹤0.01%	450
2022 Q3	$1K	Hold	300	–	–	﹤0.01%	356
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	360
2022 Q1	$1K	Hold	300	–	–	﹤0.01%	366
2021 Q4	$1K	Sell	300 -200	-40%	-$945	﹤0.01%	381
2021 Q3	$3K	Buy	500 +200	+67%	+$1.71K	﹤0.01%	241
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	238
2021 Q1	$5K	Buy	300 +100	+50%	+$1.8K	﹤0.01%	206
2020 Q4	$1K	Buy	+200	New	+$1.47K	﹤0.01%	235

Other funds holding LFMD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return