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Horizon Kinetics Inflation Beneficiaries ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Schwartz Investment Counsel
Michigan
$445K
CAAM
102
Cornerstone Advisors Asset Management
Pennsylvania
$418K
SCFS
103
S.C. Financial Services
Arizona
$373K -$163K -5,455 -29%
PAG
104
Private Advisor Group
New Jersey
$369K -$7.12K -239 -2%
AGP
105
Autumn Glory Partners
Texas
$364K -$298K -10,000 -43%
RSWM
106
Robertson Stephens Wealth Management
California
$364K
TI
107
Truepoint Inc
Ohio
$344K -$145K -4,852 -28%
WIM
108
WealthPlan Investment Management
Nebraska
$330K +$308K +10,343 New
GPA
109
Garrison Point Advisors
California
$307K +$1.79K +60 +0.5%
SFG
110
Sowa Financial Group
Rhode Island
$295K -$66.1K -2,219 -17%
LSAG
111
Lake Street Advisors Group
New Hampshire
$280K +$300K +10,059 New
MCWA
112
Meadow Creek Wealth Advisors
Georgia
$278K -$9.53K -320 -3%
IWM
113
IHT Wealth Management
Illinois
$264K +$16.9K +566 +6%
Creative Planning
114
Creative Planning
Kansas
$258K +$1.49K +50 +0.5%
EAM
115
Evanson Asset Management
California
$254K +$1.55K +52 +0.6%
AF
116
Apexium Financial
Texas
$250K +$11.9K +400 +5%
CGA
117
Crescent Grove Advisors
Illinois
$249K
Prudential Financial
118
Prudential Financial
New Jersey
$243K
VWA
119
Visionary Wealth Advisors
Illinois
$240K -$135K -4,515 -34%
PA
120
Parallel Advisors
California
$239K +$256K +8,593 New
PA
121
Pinnacle Associates
New York
$234K
AWS
122
Atria Wealth Solutions
New York
$218K
ARC
123
Advisor Resource Council
Texas
$214K +$229K +7,686 New
Mariner
124
Mariner
Kansas
$213K +$228K +7,650 New
Morgan Stanley
125
Morgan Stanley
New York
$203K +$10.7K +360 +5%