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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
501
Bay Colony Advisors
Massachusetts
$1.51M +$55.1K +983 +4%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.5M +$1.37M +24,447 New
WIA
503
Wealthedge Investment Advisors
New York
$1.49M -$2.36M -42,185 -63%
SA
504
Sycale Advisors
New York
$1.47M +$1.34M +24,000 New
ECA
505
Elevate Capital Advisors
Colorado
$1.47M -$117K -2,096 -8%
VVP
506
Venture Visionary Partners
Ohio
$1.45M +$154K +2,752 +13%
LCM
507
LCM Capital Management
Illinois
$1.44M +$74.5K +1,330 +6%
SIM
508
Seaview Investment Managers
Florida
$1.42M +$740K +13,206 +132%
GAM
509
Gemmer Asset Management
California
$1.41M +$817K +14,573 +171%
LA
510
LexAurum Advisors
Kansas
$1.41M +$283K +5,049 +28%
CBA
511
Coastal Bridge Advisors
Connecticut
$1.41M +$1.29M +22,959 New
ACM
512
AlphaStar Capital Management
North Carolina
$1.4M +$270K +4,826 +27%
CWM
513
Circle Wealth Management
New Jersey
$1.4M +$988K +17,636 +338%
CIM
514
Corda Investment Management
Texas
$1.4M +$1.28M +22,853 New
BFS
515
BridgePort Financial Solutions
Iowa
$1.4M +$49.9K +891 +4%
GC
516
Gibson Capital
Pennsylvania
$1.39M +$964K +17,198 +315%
FWM
517
Fonville Wealth Management
Virginia
$1.38M +$222K +3,953 +21%
CFGA
518
Cambridge Financial Group (Arizona)
Arizona
$1.38M +$78.8K +1,406 +7%
ATFA
519
All Terrain Financial Advisors
Minnesota
$1.38M +$28K +500 +2%
CIA
520
Cape Investment Advisory
Georgia
$1.37M +$20.5K +366 +2%
MCIA
521
Mountain Capital Investment Advisors
Colorado
$1.37M +$18.3K +327 +1%
FFAS
522
FIG Financial Advisory Services
Oklahoma
$1.37M -$366K -6,539 -23%
PA
523
Procyon Advisors
Connecticut
$1.35M -$558K -9,964 -31%
DRS
524
Deane Retirement Strategies
Louisiana
$1.35M +$16.3K +290 +1%
MAM
525
Morse Asset Management
Connecticut
$1.35M +$1.18M +21,000 +2,100%
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