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Horizon Kinetics Inflation Beneficiaries ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$23.6K +$62 +2 +0.3%
Belpointe Asset Management
152
Belpointe Asset Management
Nevada
$23.1K -$185K -5,924 -89%
KM
153
Kalos Management
Georgia
$15K +$15.2K +487 New
Washington Trust
154
Washington Trust
Rhode Island
$10.8K – – –
JFG
155
JDM Financial Group
Texas
$7.74K +$5.37K +172 +218%
FFL
156
Financial Freedom LLC
Ohio
$6.34K – – –
AWM
157
Accel Wealth Management
Iowa
$6.3K – – –
US Bancorp
158
US Bancorp
Minnesota
$6.14K – – –
BWS
159
Buck Wealth Strategies
Colorado
$3.79K +$3.84K +123 New
FMP
160
Financial Management Professionals
Texas
$3K – – –
C
161
Covestor
United Kingdom
$1K – – –
Huntington National Bank
162
Huntington National Bank
Ohio
$617 – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$309 – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$31 +$31 +1 New
PI
165
Parkside Investments
Illinois
– -$8.52M -270,510 Closed
XF
166
XML Financial
Maryland
– -$5.23M -166,239 Closed
Atria Investments
167
Atria Investments
North Carolina
– -$1.62M -51,471 Closed
Sowell Financial Services
168
Sowell Financial Services
Arkansas
– -$1.15M -36,370 Closed
FWM
169
Fortress Wealth Management
California
– -$936K -29,727 Closed
Independent Financial Group
170
Independent Financial Group
California
– -$731K -23,224 Closed
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
– -$673K -21,364 Closed
Brown Advisory
172
Brown Advisory
Maryland
– -$483K -15,350 Closed
Truepoint Inc
173
Truepoint Inc
Ohio
– -$389K -12,358 Closed
Private Advisor Group
174
Private Advisor Group
New Jersey
– -$200K -9,287 Closed
DIM
175
Delta Investment Management
California
– -$226K -7,187 Closed