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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
426
Hippocratic Financial Advisors
California
$1.12M +$1.03M +19,523 +435%
WWM
427
Whalen Wealth Management
Nevada
$1.12M +$988K +18,660 +355%
AIM
428
Allen Investment Management
New York
$1.12M +$1.27M +23,902 New
SW
429
SteelPeak Wealth
California
$1.1M +$372K +7,019 +43%
OCM
430
Objective Capital Management
Ohio
$1.1M -$636K -12,017 -34%
AWM
431
AE Wealth Management
Kansas
$1.08M +$439K +8,299 +56%
IFO
432
Independent Family Office
New York
$1.06M +$410K +7,750 +52%
PPC
433
Pennington Partners & Co
Maryland
$1.05M +$955K +18,038 +412%
IC
434
IEQ Capital
California
$1.05M +$935K +17,657 +371%
LCM
435
LCM Capital Management
Illinois
$1.04M +$1.18M +22,210 New
CIA
436
Cape Investment Advisory
Georgia
$1.03M +$72.6K +1,372 +7%
BPC
437
Bearing Point Capital
Minnesota
$1.03M +$314K +5,930 +37%
ATFA
438
All Terrain Financial Advisors
Minnesota
$1.03M +$836K +15,800 +256%
BFS
439
BridgePort Financial Solutions
Iowa
$1.03M +$4.5K +85 +0.4%
AIM
440
Advyzon Investment Management
Illinois
$1.02M +$223K +4,217 +24%
IA
441
IFC Advisors
California
$1.02M +$69.6K +1,314 +6%
DRS
442
Deane Retirement Strategies
Louisiana
$1.02M +$1.14M +21,611 +19,827%
MIH
443
Meitav Investment House
Israel
$1.01M +$1.15M +21,652 New
EWA
444
EverSource Wealth Advisors
Alabama
$1.01M +$280K +5,292 +33%
DIM
445
Delta Investment Management
California
$1.01M +$11K +208 +1%
CWM
446
Calamos Wealth Management
Illinois
$1M +$339K +6,408 +43%
RAG
447
RIA Advisory Group
Iowa
$1,000K -$290K -5,482 -20%
AFG
448
Altiora Financial Group
Ohio
$996K -$71.7K -1,355 -6%
CCA
449
Cypress Capital Advisors
Tennessee
$996K +$1.13M +21,280 New
CFGA
450
Cambridge Financial Group (Arizona)
Arizona
$993K +$1.12M +21,129 New
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