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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
501
LWM Advisory Services
Florida
$789K – – –
CMP
502
Coston McIsaac & Partners
Maine
$788K +$58.8K +1,245 +9%
IFO
503
Independent Family Office
New York
$786K +$138K +2,925 +25%
HCMG
504
Howard Capital Management Group
California
$785K +$699K +14,800 New
AWM
505
AE Wealth Management
Kansas
$781K +$695K +14,722 New
GWM
506
Geneos Wealth Management
Colorado
$779K +$693K +14,681 New
KCAM
507
Kagan Cocozza Asset Management
New Jersey
$777K +$691K +14,640 New
CCM
508
Chilton Capital Management
Texas
$776K +$8.92K +189 +1%
CCC
509
Chesapeake Capital Corp
Florida
$774K +$114K +2,417 +20%
FIS
510
Fischer Investment Strategies
California
$772K -$150K -3,170 -18%
OIA
511
OneDigital Investment Advisors
Kansas
$771K +$241K +5,102 +54%
TS
512
Tamar Securities
California
$768K +$76.3K +1,616 +13%
JSAM
513
J. Safra Asset Management
New York
$760K +$670K +14,192 New
AWM
514
Avitas Wealth Management
California
$760K -$18.5K -392 -3%
SFFS
515
Stonehage Fleming Financial Services
Jersey
$760K – – –
WPW
516
Watershed Private Wealth
Illinois
$760K – – –
BHIA
517
Birch Hill Investment Advisors
Massachusetts
$759K -$70.8K -1,500 -9%
MCP
518
Mirador Capital Partners
California
$757K +$199K +4,205 +42%
SQA
519
Simon Quick Advisors
New Jersey
$747K +$472 +10 +0.1%
MLIM
520
Mountain Lake Investment Management
Florida
$745K +$661K +14,000 New
CIA
521
CCM Investment Advisers
South Carolina
$744K +$290K +6,140 +79%
MC
522
Muhlenkamp & Co
Pennsylvania
$743K +$472 +10 +0.1%
IP
523
Investment Partners
Ohio
$742K +$660K +13,980 New
SCP
524
Silverleafe Capital Partners
Tennessee
$734K +$653K +13,840 New
BSG
525
Black Swift Group
Colorado
$732K +$146K +3,100 +29%
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