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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
401
CreativeOne Wealth
Kansas
$1.73M +$166K +4,092 +9%
FF
402
Friday Financial
Iowa
$1.72M +$54.8K +1,346 +3%
RCSA
403
REYL & Cie S.A.
Switzerland
$1.71M +$1.81M +44,433 New
SCM
404
SCS Capital Management
Massachusetts
$1.71M -$156K -3,833 -7%
WWA
405
WCG Wealth Advisors
Nevada
$1.69M -$308K -7,573 -13%
SAS
406
Stelac Advisory Services
New York
$1.67M – – –
DP
407
DDD Partners
Washington
$1.67M +$136K +3,340 +7%
CCA
408
Collaborative Capital Advisors
New York
$1.67M +$2.04M +50,100 New
CRC
409
Curi RMB Capital
Illinois
$1.66M -$282K -6,928 -12%
CM
410
Columbus Macro
Pennsylvania
$1.65M +$193K +4,734 +11%
LA
411
LexAurum Advisors
Kansas
$1.64M +$183K +4,500 +10%
KJHP
412
K.J. Harrison & Partners
Ontario, Canada
$1.64M +$1.22M +30,000 +156%
TC
413
Tannin Capital
North Carolina
$1.64M +$2M +49,185 New
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61M +$32.5K +798 +2%
IPW
415
Impact Partnership Wealth
Georgia
$1.6M +$225K +5,538 +13%
RIL
416
Rothschild Investment LLC
Illinois
$1.59M -$35.6K -874 -2%
OPL
417
Orland Properties Ltd
British Virgin Islands
$1.59M – – –
EFG
418
Ethos Financial Group
Pennsylvania
$1.59M +$532K +13,076 +40%
KFP
419
KMG Fiduciary Partners
Ohio
$1.59M +$1.94M +47,628 New
PA
420
Planning Alternatives
Michigan
$1.58M – – –
IFG
421
Independent Financial Group
California
$1.55M +$58.5K +1,437 +3%
KCFA
422
Key Client Fiduciary Advisors
New Jersey
$1.55M +$941K +23,136 +98%
MFG
423
Mustico Financial Group
New York
$1.55M +$168K +4,133 +11%
BSAM
424
Blue Square Asset Management
New York
$1.55M +$890K +21,891 +89%
AWM
425
Avior Wealth Management
Nebraska
$1.55M +$148K +3,627 +8%
15 16
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