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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
326
Vienna Asset Management
California
$393K +$32.4K +868 +8%
BAM
327
Belpointe Asset Management
Nevada
$393K -$2.52M -67,567 -85%
FIA
328
FNY Investment Advisers
New York
$392K +$193K +5,170 +82%
SA
329
Sanctuary Advisors
Indiana
$392K +$403K +10,789 New
CAM
330
Cozad Asset Management
Illinois
$392K +$116K +3,115 +37%
OFS
331
OneAscent Financial Services
Alabama
$390K +$113K +3,034 +36%
CPW
332
Catalyst Private Wealth
California
$389K +$230K +6,150 +117%
PIMG
333
Patriot Investment Management Group
Tennessee
$378K – – –
TS
334
Tamar Securities
California
$377K +$413K +11,057 New
CIA
335
Concurrent Investment Advisors
Florida
$376K +$161K +4,302 +64%
SFFS
336
Stonehage Fleming Financial Services
Jersey
$375K +$410K +10,980 New
IAA
337
Independent Advisor Alliance
North Carolina
$375K +$194K +5,194 +90%
MCM
338
MAI Capital Management
Ohio
$371K +$50.8K +1,360 +14%
SGI
339
Summit Global Investments
Utah
$371K +$101K +2,703 +33%
GHA
340
GW Henssler & Associates
Georgia
$371K – – –
EWA
341
EP Wealth Advisors
California
$368K +$86.6K +2,319 +27%
GC
342
Garde Capital
Washington
$368K +$75 +2 +0%
CFS
343
Commonwealth Financial Services
West Virginia
$367K +$426K +11,407 New
AAM
344
Ameraudi Asset Management
New York
$366K – – –
FCM
345
Fortis Capital Management
Washington
$359K +$96.1K +2,574 +32%
GSAM
346
Grant Street Asset Management
Pennsylvania
$358K +$392K +10,500 New
DC
347
DeDora Capital
California
$356K +$169K +4,535 +77%
FCH
348
Freestone Capital Holdings
Washington
$355K +$110K +2,948 +40%
CPL
349
CAP Partners LLC
Tennessee
$351K +$178K +4,772 +87%
AFWM
350
Abich Financial Wealth Management
Virginia
$349K +$132K +3,525 +53%
12 13
14
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