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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
301
HB Wealth Management
Georgia
$3.79M +$605K +10,654 +16%
FWMM
302
Foundation Wealth Management (Missouri)
Missouri
$3.76M -$982K -17,292 -19%
BOC
303
Bull Oak Capital
California
$3.74M +$329K +5,798 +8%
PAS
304
Park Avenue Securities
New York
$3.74M -$1.35M -23,733 -24%
SCM
305
Step Capital Management
$3.72M +$4.26M +75,000 New
WIA
306
World Investment Advisors
California
$3.7M +$2.07M +36,367 +95%
KWM
307
Keebeck Wealth Management
Illinois
$3.68M +$371K +6,533 +10%
MFG
308
Merit Financial Group
Georgia
$3.67M +$44.3K +780 +1%
CFM
309
Catalyst Funds Management
Australia
$3.67M – – –
ST
310
Sageworth Trust
Pennsylvania
$3.64M +$1.04M +18,229 +33%
HNW
311
High Note Wealth
Minnesota
$3.63M +$88.5K +1,557 +2%
FCH
312
Freestone Capital Holdings
Washington
$3.61M +$796K +14,007 +24%
TIM
313
Total Investment Management
Arizona
$3.59M -$1.14M -20,052 -22%
CI
314
Cavalier Investments
Georgia
$3.58M +$1.32M +23,190 +47%
QFW
315
QTR Family Wealth
Florida
$3.58M -$154K -2,704 -3%
ACA
316
Aptus Capital Advisors
Alabama
$3.57M +$2.85M +50,212 +231%
WC
317
Waterloo Capital
Texas
$3.57M +$366K +6,438 +10%
SAM
318
Secure Asset Management
Michigan
$3.56M +$211K +3,709 +5%
HCM
319
Howard Capital Management
Georgia
$3.54M +$4.05M +71,288 New
PPC
320
Pennington Partners & Co
Maryland
$3.53M +$2.03M +35,689 +101%
WA
321
Waverly Advisors
Alabama
$3.5M +$1.65M +28,986 +70%
BSCCG
322
Blue Sky Capital Consultants Group
California
$3.5M +$1.72M +30,260 +75%
SW
323
Simplicity Wealth
New Jersey
$3.44M -$1.03M -18,093 -21%
CWA
324
Capital Wealth Alliance
Arizona
$3.44M +$780K +13,732 +19%
SFA
325
Sequoia Financial Advisors
Ohio
$3.44M +$853K +15,016 +28%
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