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Horizon Kinetics Inflation Beneficiaries ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hutchinson Capital Management
California
$260K +$252K +5,000 New
Focus Financial Network
127
Focus Financial Network
Minnesota
$258K +$353 +7 +0.1%
LIM
128
Leavell Investment Management
Alabama
$250K -$256K -5,070 -51%
KCFA
129
Key Client Fiduciary Advisors
New Jersey
$232K +$225K +4,450 New
Empowered Funds
130
Empowered Funds
Pennsylvania
$222K +$215K +4,261 New
MGO One Seven
131
MGO One Seven
Ohio
$214K -$132K -2,622 -39%
KWM
132
KFG Wealth Management
Indiana
$214K +$207K +4,105 New
BIG
133
Brookwood Investment Group
Arizona
$213K -$25.8K -511 -11%
Cary Street Partners
134
Cary Street Partners
Virginia
$209K +$203K +4,013 New
SLC
135
Second Line Capital
Louisiana
$200K +$190K +3,761 New
Farther Finance Advisors
136
Farther Finance Advisors
California
$160K +$132K +2,609 +553%
MCM
137
Manchester Capital Management
Vermont
$153K +$148K +2,931 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$141K +$45.5K +900 +50%
AG
139
AmeriFlex Group
Nevada
$132K -$25.8K -510 -17%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$102K +$19.5K +387 +25%
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$96.3K -$10.1K -200 -10%
Larson Financial Group
142
Larson Financial Group
Missouri
$84.7K – – –
BOJHT
143
Bank of Jackson Hole Trust
Wyoming
$74.6K – – –
Salem Investment Counselors
144
Salem Investment Counselors
North Carolina
$52.1K +$50.5K +1,000 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$44K +$42.7K +845 New
GAMMA Investing
146
GAMMA Investing
California
$43.7K – – –
MSFP
147
Mark Sheptoff Financial Planning
Connecticut
$39.5K +$37.7K +747 New
PTC
148
Private Trust Company
Ohio
$39K – – –
EPAM
149
Evelyn Partners Asset Management
$33.4K – – –
SIS
150
Strategic Investment Solutions
Illinois
$27.2K +$21.3K +422 New