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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
501
Forefront Wealth Management
Pennsylvania
$793K +$706K +14,950 New
LAS
502
LWM Advisory Services
Florida
$789K – – –
CMP
503
Coston McIsaac & Partners
Maine
$788K +$58.8K +1,245 +9%
IFO
504
Independent Family Office
New York
$786K +$138K +2,925 +25%
HCMG
505
Howard Capital Management Group
California
$785K +$699K +14,800 New
AWM
506
AE Wealth Management
Kansas
$781K +$695K +14,722 New
GWM
507
Geneos Wealth Management
Colorado
$779K +$693K +14,681 New
KCAM
508
Kagan Cocozza Asset Management
New Jersey
$777K +$691K +14,640 New
CCM
509
Chilton Capital Management
Texas
$776K +$8.92K +189 +1%
CCC
510
Chesapeake Capital Corp
Florida
$774K +$114K +2,417 +20%
FIS
511
Fischer Investment Strategies
California
$772K -$150K -3,170 -18%
OIA
512
OneDigital Investment Advisors
Kansas
$771K +$241K +5,102 +54%
TS
513
Tamar Securities
California
$768K +$76.3K +1,616 +13%
JSAM
514
J. Safra Asset Management
New York
$760K +$670K +14,192 New
AWM
515
Avitas Wealth Management
California
$760K -$18.5K -392 -3%
SFFS
516
Stonehage Fleming Financial Services
Jersey
$760K – – –
WPW
517
Watershed Private Wealth
Illinois
$760K – – –
BHIA
518
Birch Hill Investment Advisors
Massachusetts
$759K -$70.8K -1,500 -9%
MCP
519
Mirador Capital Partners
California
$757K +$199K +4,205 +42%
SQA
520
Simon Quick Advisors
New Jersey
$747K +$472 +10 +0.1%
MLIM
521
Mountain Lake Investment Management
Florida
$745K +$661K +14,000 New
CIA
522
CCM Investment Advisers
South Carolina
$744K +$290K +6,140 +79%
MC
523
Muhlenkamp & Co
Pennsylvania
$743K +$472 +10 +0.1%
IP
524
Investment Partners
Ohio
$742K +$660K +13,980 New
SCP
525
Silverleafe Capital Partners
Tennessee
$734K +$653K +13,840 New
19 20
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