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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
476
Corps Capital Advisors
Texas
$896K – – –
VIP
477
Vantage Investment Partners
Missouri
$896K +$1.01M +19,132 New
BCI
478
Brinker Capital Investments
Pennsylvania
$890K +$367K +6,937 +57%
OPS
479
Orion Portfolio Solutions
Nebraska
$890K +$367K +6,937 +57%
FH
480
FWG Holdings
Florida
$889K +$868K +16,405 New
AWM
481
Avior Wealth Management
Nebraska
$889K +$283K +5,346 +39%
FP
482
Fiduciary Planning
Florida
$885K +$210K +3,960 +26%
SDH
483
Sloy Dahl & Holst
Washington
$881K +$49.6K +937 +5%
CIA
484
Choate Investment Advisors
Massachusetts
$879K +$994K +18,776 New
FWM
485
Fonville Wealth Management
Virginia
$872K +$987K +18,637 New
HCA
486
Heck Capital Advisors
Wisconsin
$871K -$105K -1,992 -10%
DWA
487
Douglass Winthrop Advisors
New York
$869K +$279K +5,267 +40%
HFO
488
Heritage Family Offices
Arizona
$862K +$163K +3,078 +20%
GCM
489
Generation Capital Management
New York
$859K -$29K -548 -3%
BB
490
Busey Bank
Illinois
$855K +$264K +4,991 +38%
MSCM
491
McElhenny Sheffield Capital Management
Texas
$855K +$967K +18,269 New
ECM
492
Evergreen Capital Management
Washington
$853K +$12.1K +228 +1%
TF
493
TME Financial
California
$852K +$418K +7,895 +77%
ACM
494
AlphaStar Capital Management
North Carolina
$846K +$957K +18,069 New
EWM
495
Evercore Wealth Management
New York
$845K +$52.9K +1,000 +6%
CAG
496
Csenge Advisory Group
Florida
$844K +$92K +1,737 +11%
DIG
497
Dauntless Investment Group
New Hampshire
$843K +$953K +18,000 New
LA
498
LexAurum Advisors
Kansas
$842K +$150K +2,836 +19%
GSIAS
499
Garden State Investment Advisory Services
New Jersey
$841K -$26.3K -496 -3%
PIA
500
Powell Investment Advisors
Florida
$836K +$143K +2,709 +18%
18 19
20
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