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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
526
Pinnacle Financial Partners (Tennessee)
Tennessee
$746K +$843K +15,930 New
JFG
527
Jefferies Financial Group
New York
$743K -$84.7M -1,599,862 -99%
HIP
528
HUB Investment Partners
Texas
$743K +$40K +755 +5%
GIA
529
Gladstone Institutional Advisory
Florida
$740K +$386K +7,282 +85%
AA
530
Altman Advisors
Illinois
$740K +$732K +13,821 New
SFSG
531
Sound Financial Strategies Group
Mississippi
$739K +$836K +15,792 New
LWL
532
Leo Wealth LLC
Texas
$729K +$195K +3,684 +31%
AIP
533
Almanack Investment Partners
Pennsylvania
$729K -$1.31M -24,719 -61%
CA
534
Claro Advisors
Massachusetts
$728K +$226K +4,273 +38%
IA
535
IFP Advisors
Florida
$726K +$169K +3,195 +26%
CMP
536
Coston McIsaac & Partners
Maine
$726K +$34.9K +659 +4%
RWA
537
Redhawk Wealth Advisors
Minnesota
$721K +$235K +4,437 +40%
LW
538
Lauer Wealth
Indiana
$721K +$368K +6,950 +109%
TS
539
Tamar Securities
California
$721K +$49.3K +931 +6%
PIA
540
Perennial Investment Advisors
California
$716K +$116K +2,187 +17%
AWM
541
Accel Wealth Management
Iowa
$715K +$110K +2,072 +16%
SCM
542
Spreng Capital Management
Ohio
$715K -$173K -3,275 -18%
PCM
543
Pennsylvania Capital Management
Pennsylvania
$713K +$166K +3,133 +26%
FF
544
Friday Financial
Iowa
$711K +$158K +2,990 +26%
AA
545
Armis Advisers
Georgia
$710K +$767K +14,489 New
JCM
546
J2 Capital Management
Michigan
$709K +$363K +6,852 +83%
GAG
547
GM Advisory Group
New York
$708K +$300K +5,674 +60%
HSA
548
HBK Sorce Advisory
Pennsylvania
$706K +$310K +5,852 +63%
FLC
549
Fifth Lane Capital
Texas
$702K -$265K -5,000 -25%
OP
550
Orvieto Partners
Massachusetts
$702K – – –
20 21
22
23 24