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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
501
Zuckerman Investment Group
Illinois
$217K +$208K +6,000 New
FWIA
502
Fort Washington Investment Advisors
Ohio
$216K +$208K +5,990 New
IFA
503
Index Fund Advisors
California
$215K – – –
FA
504
Fermata Advisors
California
$213K +$204K +5,883 New
SAM
505
Silvercrest Asset Management
New York
$211K +$203K +5,850 New
GWM
506
Graybill Wealth Management
Illinois
$210K +$202K +5,825 New
CGIM
507
Cannon Global Investment Management
Florida
$210K +$201K +5,800 New
GVAG
508
Great Valley Advisor Group
Delaware
$206K +$198K +5,703 New
CAM
509
Cidel Asset Management
Ontario, Canada
$206K +$198K +5,700 New
AWG
510
Altus Wealth Group
Colorado
$206K +$198K +5,699 New
PCA
511
Pallas Capital Advisors
Massachusetts
$202K +$180K +5,196 New
DWA
512
Douglass Winthrop Advisors
New York
$201K +$193K +5,568 New
CPG
513
Cornerstone Planning Group
New Jersey
$194K – – –
DJSG
514
D.J. St. Germain
Massachusetts
$191K – – –
CWC
515
Carolinas Wealth Consulting
North Carolina
$168K +$6.7K +193 +4%
BTI
516
Blue Trust Inc
Georgia
$159K -$8.68K -250 -5%
CHA
517
Carmichael Hill & Associates
Maryland
$155K +$149K +4,300 New
S
518
SignatureFD
Georgia
$155K -$82.6K -2,380 -36%
SC
519
SouthState Corp
Florida
$151K -$269K -7,745 -65%
RI
520
Ridgewood Investments
New Jersey
$143K +$41.5K +1,195 +43%
PGAM
521
Princeton Global Asset Management
New Jersey
$142K – – –
GFPC
522
Global Financial Private Client
Florida
$139K +$57.1K +1,645 +74%
AAG
523
Armstrong Advisory Group
Massachusetts
$138K – – –
AJ
524
Ashburton (Jersey)
Jersey
$138K +$137K +3,933 New
FIA
525
FPC Investment Advisory
California
$138K – – –
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