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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
326
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.25M +26,475 +304%
BPA
327
Beacon Pointe Advisors
California
$1.86M +$344K +7,278 +26%
SIAP
328
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.86M +$1.02M +21,624 +162%
AFS
329
Amtrust Financial Services
New York
$1.86M – – –
FPL
330
Fortress Private Ledger
North Carolina
$1.85M +$1.64M +34,831 New
ONGA
331
O'Neil Global Advisors
California
$1.82M +$892K +18,900 +123%
RFA
332
Resurgent Financial Advisors
Georgia
$1.8M -$16.1K -341 -1%
PA
333
Parallel Advisors
California
$1.8M +$695K +14,717 +77%
PWM
334
Perigon Wealth Management
California
$1.79M +$287K +6,081 +24%
LCAM
335
London & Capital Asset Management
United Kingdom
$1.76M -$2.81M -59,459 -64%
BOA
336
Birnam Oak Advisors
New York
$1.75M +$1.56M +33,000 New
SC
337
Solstein Capital
California
$1.73M +$15.4K +327 +1%
SFWC
338
Strategic Family Wealth Counselors
New Jersey
$1.73M +$1.54M +32,671 New
AWE
339
Avidian Wealth Enterprises
Texas
$1.71M +$583K +12,358 +62%
ECA
340
Elevate Capital Advisors
Colorado
$1.7M +$1.51M +32,025 New
SMC
341
Smith, Moore & Co
Missouri
$1.68M +$427K +9,040 +40%
CT
342
ClearAlpha Technologies
Connecticut
$1.67M +$1.49M +31,500 New
HWA
343
HCR Wealth Advisors
California
$1.67M +$71.6K +1,517 +5%
BCM
344
Basso Capital Management
Connecticut
$1.67M +$822K +17,400 +124%
NPT
345
National Philanthropic Trust
Pennsylvania
$1.65M +$1.47M +31,161 New
ST
346
Sageworth Trust
Pennsylvania
$1.64M +$616K +13,045 +73%
DC
347
Diametric Capital
Massachusetts
$1.63M +$1.45M +30,799 New
JSC
348
Jackson Square Capital
California
$1.61M +$1.43M +30,366 New
CSP
349
Cary Street Partners
Virginia
$1.6M +$1.43M +30,215 New
NL
350
NKCFO LLC
Illinois
$1.59M -$1.13M -24,000 -44%
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