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IBIT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WorthPointe
1051
WorthPointe
California
USD 265 k +USD 323 k +7,951 Nuevas
MOR Wealth Management
1052
MOR Wealth Management
Pennsylvania
USD 264 k -USD 44.8 k -1,101 -12%
Quantum Financial Planning Services
1053
Quantum Financial Planning Services
Washington
USD 264 k +USD 6.02 k +148 +2%
DMC Group
1054
DMC Group
Alabama
USD 264 k +USD 322 k +7,916 Nuevas
Embree Financial Group
1055
Embree Financial Group
Illinois
USD 262 k -USD 49.5 k -1,216 -13%
Correct Capital Wealth Management
1056
Correct Capital Wealth Management
Missouri
USD 260 k +USD 6.06 k +149 +2%
Perennial Advisors
1057
Perennial Advisors
New York
USD 260 k -USD 13.8 k -340 -4%
Independent Advisor Alliance
1058
Independent Advisor Alliance
North Carolina
USD 260 k -USD 8.11 M -199,314 -96%
Stratos Investment Management
1059
Stratos Investment Management
Ohio
USD 260 k – – –
True North Advisors
1060
True North Advisors
Texas
USD 258 k +USD 315 k +7,749 Nuevas
Fortis Capital Management
1061
Fortis Capital Management
Washington
USD 258 k -USD 651 -16 -0.2%
NWMP
1062
Noble Wealth Management PBC
Colorado
USD 256 k -USD 18.3 k -450 -6%
ADE LLC
1063
ADE LLC
Maryland
USD 256 k +USD 313 k +7,704 Nuevas
SF
1064
Symphony Financial
Texas
USD 255 k +USD 43.3 k +1,064 +16%
Riverpoint Wealth Management Holdings
1065
Riverpoint Wealth Management Holdings
Illinois
USD 255 k – – –
Occidental Asset Management
1066
Occidental Asset Management
California
USD 255 k +USD 311 k +7,657 Nuevas
Greenhouse Wealth Management
1067
Greenhouse Wealth Management
Connecticut
USD 253 k – – –
Leverty Financial Group
1068
Leverty Financial Group
Wisconsin
USD 253 k +USD 309 k +7,605 Nuevas
CMG Global Holdings
1069
CMG Global Holdings
Texas
USD 253 k -USD 1.2 M -29,517 -80%
Harvest Investment Services
1070
Harvest Investment Services
Illinois
USD 253 k -USD 146 k -3,584 -32%
Manhattan West Asset Management
1071
Manhattan West Asset Management
California
USD 252 k -USD 251 k -6,180 -45%
Maia Wealth
1072
Maia Wealth
Colorado
USD 251 k -USD 78.5 k -1,931 -20%
Operose Advisors
1073
Operose Advisors
Wisconsin
USD 250 k – – –
Evergreen Capital Management
1074
Evergreen Capital Management
Washington
USD 249 k -USD 336 k -8,260 -52%
FWG Holdings
1075
FWG Holdings
Florida
USD 248 k +USD 13.2 k +324 +5%
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