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Horizon Kinetics Inflation Beneficiaries ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$1.16M +$48.6K +934 +4%
PFM
77
Phillips Financial Management
Indiana
$1.09M +$48.9K +940 +5%
WANY
78
Wealthspire Advisors (New York)
New York
$1.07M -$33.2K -638 -3%
LTI
79
Laffer Tengler Investments
Tennessee
$998K
OMC
80
Old Mission Capital
Illinois
$971K +$1.01M +19,457 New
TIM
81
Triad Investment Management
California
$960K -$42.1K -809 -4%
OC
82
Oppenheimer & Co
New York
$955K +$80K +1,537 +9%
SPWM
83
Straight Path Wealth Management
Michigan
$952K +$9.11K +175 +0.9%
BEAM
84
Baker Ellis Asset Management
Washington
$914K -$59.3K -1,140 -6%
BFWM
85
Bright Futures Wealth Management
New York
$903K -$86.9K -1,670 -8%
TC
86
Trilogy Capital
California
$899K -$231K -4,435 -20%
Jane Street
87
Jane Street
New York
$893K +$932K +17,898 New
MA
88
Mezzasalma Advisors
New Jersey
$873K -$35.3K -679 -4%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$823K
Bank of America
90
Bank of America
North Carolina
$773K
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$766K +$1.25K +24 +0.2%
JFA
92
JNBA Financial Advisors
Minnesota
$756K
CAAM
93
Cornerstone Advisors Asset Management
Pennsylvania
$750K
PCM
94
Parsons Capital Management
Rhode Island
$737K +$69.4K +1,334 +10%
ISL
95
Ingalls & Snyder LLC
New York
$722K
AGP
96
Autumn Glory Partners
Texas
$680K
NA
97
NewEdge Advisors
Louisiana
$620K +$146K +2,810 +29%
CWM
98
Copia Wealth Management
Oregon
$584K +$17.7K +340 +3%
SMC
99
Smith, Moore & Co
Missouri
$558K +$104 +2 +0%
HF
100
HRT Financial
New York
$550K +$574K +11,030 New