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BTCI

NEOS Bitcoin High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$249K +$291K +5,653 New
AF
27
Allworth Financial
California
$246K +$164K +3,178 +132%
WWM
28
Whalen Wealth Management
Nevada
$234K -$128K -2,484 -32%
BFG
29
Berger Financial Group
Minnesota
$222K
HF
30
HRT Financial
New York
$206K +$241K +4,688 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$198K +$169K +3,283 +268%
CSB
32
City State Bank
Iowa
$154K
KAS
33
Kestra Advisory Services
Texas
$154K -$374K -7,274 -68%
KFAS
34
Keating Financial Advisory Services
Kansas
$89.4K +$105K +2,031 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$50.4K +$58.9K +1,144 New
IA
36
IFP Advisors
Florida
$32.6K +$29.5K +573 +341%
SPIA
37
Steward Partners Investment Advisory
New York
$25K
Wells Fargo
38
Wells Fargo
California
$19.7K +$23.1K +448 New
IAIM
39
International Assets Investment Management
Florida
$18.1K +$21.1K +411 New
BWA
40
Basecamp Wealth Advisors
Washington
$14.2K +$16.6K +323 New
ACA
41
Aptus Capital Advisors
Alabama
$9.82K +$8.8K +171 +329%
TAM
42
Tucker Asset Management
Colorado
$9.6K +$11.2K +218 New
FMP
43
Financial Management Professionals
Texas
$9.2K +$10.8K +209 New
Group One Trading
44
Group One Trading
Illinois
$8.19K -$772 -15 -7%
POIA
45
Pin Oak Investment Advisors
Texas
$8K +$6.43K +125 +125%
VFM
46
Vision Financial Markets
Connecticut
$5.71K +$412 +8 +7%
CI
47
CX Institutional
Indiana
$3K +$3.86K +75 New
AssetMark Inc
48
AssetMark Inc
California
$792 +$926 +18 New
MA
49
Montag & Associates
Georgia
$705 -$123K -2,391 -99%
IBOK
50
Independence Bank of Kentucky
Kentucky
$660 +$772 +15 New