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IBIT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Blue Trust Inc
1026
Blue Trust Inc
Georgia
USD 280 k +USD 10.8 k +266 +3%
RMR Wealth Builders
1027
RMR Wealth Builders
New Jersey
USD 280 k +USD 12.1 k +297 +4%
SP
1028
Saranac Partners
USD 280 k +USD 342 k +8,400 Nuevas
Gotham Asset Management
1029
Gotham Asset Management
New York
USD 279 k -USD 260 k -6,380 -43%
Atlas Legacy Advisors
1030
Atlas Legacy Advisors
California
USD 278 k +USD 19.3 k +475 +6%
Van Hulzen Asset Management
1031
Van Hulzen Asset Management
California
USD 278 k -USD 51.4 k -1,264 -13%
Black Diamond Financial
1032
Black Diamond Financial
Maryland
USD 277 k -USD 2.03 k -50 -0.6%
Investment Partners Asset Management
1033
Investment Partners Asset Management
New Jersey
USD 277 k -USD 13.6 k -334 -4%
Private Management Group
1034
Private Management Group
California
USD 277 k -USD 13.2 k -325 -4%
Collaborative Wealth Management
1035
Collaborative Wealth Management
Florida
USD 276 k +USD 67.4 k +1,658 +25%
Robertson Stephens Wealth Management
1036
Robertson Stephens Wealth Management
California
USD 275 k +USD 61 k +1,499 +22%
Beacon Financial Advisory
1037
Beacon Financial Advisory
Ohio
USD 273 k -USD 108 k -2,650 -24%
AC
1038
ASB Consultores
Florida
USD 271 k – – –
PUREfi Wealth
1039
PUREfi Wealth
Massachusetts
USD 271 k +USD 22.7 k +557 +7%
Mayport LLC
1040
Mayport LLC
Massachusetts
USD 270 k – – –
Oakworth Capital
1041
Oakworth Capital
Alabama
USD 270 k – – –
Linscomb Wealth
1042
Linscomb Wealth
Texas
USD 270 k +USD 4.56 k +112 +1%
Oarsman Capital
1043
Oarsman Capital
Wisconsin
USD 269 k -USD 225 k -5,523 -41%
Shepherd Financial Partners
1044
Shepherd Financial Partners
Massachusetts
USD 269 k +USD 3.25 k +80 +1%
Detalus Advisors
1045
Detalus Advisors
Missouri
USD 268 k +USD 3.62 k +89 +1%
Astoria Portfolio Advisors
1046
Astoria Portfolio Advisors
New York
USD 267 k +USD 326 k +8,021 Nuevas
Ranch Capital Advisors
1047
Ranch Capital Advisors
Florida
USD 266 k -USD 31.2 k -766 -9%
Innovative Asset Advisors Group
1048
Innovative Asset Advisors Group
Connecticut
USD 266 k -USD 42.7 k -1,050 -12%
IMA Advisory Services
1049
IMA Advisory Services
Colorado
USD 266 k +USD 325 k +7,985 Nuevas
PDS Planning
1050
PDS Planning
Ohio
USD 266 k +USD 70.2 k +1,725 +28%
40 41
42
43 44