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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
326
Concurrent Investment Advisors
Florida
$1.67M -$2.9M -54,844 -61%
IFG
327
Independent Financial Group
California
$1.67M +$345K +6,520 +22%
UFM
328
Ursa Fund Management
California
$1.66M +$1.88M +35,500 New
SIAP
329
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.66M +$24.9K +471 +1%
BCM
330
Basso Capital Management
Connecticut
$1.64M +$197K +3,725 +12%
MCM
331
MAI Capital Management
Ohio
$1.64M +$338K +6,383 +22%
PEA
332
Park Edge Advisors
Ohio
$1.64M -$2.34M -44,166 -56%
AFS
333
Amtrust Financial Services
New York
$1.64M – – –
AR
334
Apeiron RIA
Texas
$1.61M +$416K +7,862 +30%
GA
335
GFS Advisors
Texas
$1.6M +$1.52M +28,700 +514%
SC
336
Solstein Capital
California
$1.6M +$84.3K +1,593 +5%
SWM
337
SeaCrest Wealth Management
New York
$1.6M -$212K -4,003 -10%
WA
338
Waverly Advisors
Alabama
$1.59M +$532K +10,047 +42%
EW
339
Evoke Wealth
California
$1.58M +$385K +7,265 +27%
BWA
340
Bordeaux Wealth Advisors
California
$1.58M -$95.9K -1,812 -5%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$1.3M +24,576 +270%
CA
342
Cornerstone Advisory
Maryland
$1.58M +$64.2K +1,212 +4%
RFA
343
Resurgent Financial Advisors
Georgia
$1.57M -$13K -246 -0.7%
PWM
344
Perigon Wealth Management
California
$1.57M +$117K +2,211 +7%
PI
345
Pachira Investments
California
$1.57M -$102K -1,920 -5%
SFWC
346
Strategic Family Wealth Counselors
New Jersey
$1.56M +$29.1K +550 +2%
AF
347
Allworth Financial
California
$1.55M +$191K +3,602 +14%
CI
348
Cavalier Investments
Georgia
$1.54M +$1.75M +33,000 New
FPL
349
Fortress Private Ledger
North Carolina
$1.54M -$103K -1,945 -6%
KJHP
350
K.J. Harrison & Partners
Ontario, Canada
$1.52M -$256K -4,832 -13%
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