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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
526
All Terrain Financial Advisors
Minnesota
$1.89M +$430K +6,610 +29%
CGH
527
CMG Global Holdings
Texas
$1.88M +$87.2K +1,340 +5%
UCFA
528
United Capital Financial Advisors
Texas
$1.86M +$864K +13,279 +87%
FNT
529
First National Trust
Pennsylvania
$1.85M -$516K -7,936 -22%
LW
530
Lauer Wealth
Indiana
$1.84M +$696K +10,706 +58%
PP
531
Patten & Patten
Tennessee
$1.84M +$509K +7,819 +38%
BCM
532
Boreal Capital Management
Florida
$1.83M +$689K +10,600 +60%
RAG
533
RIA Advisory Group
Iowa
$1.83M +$125K +1,918 +7%
HFO
534
Heritage Family Offices
Arizona
$1.82M +$622K +9,558 +52%
PI
535
PFG Investments
New York
$1.81M +$711K +10,934 +64%
DCM
536
Dimension Capital Management
Florida
$1.81M +$704K +10,828 +64%
AFWM
537
Abich Financial Wealth Management
Virginia
$1.81M +$1.81M +27,785 New
FH
538
FWG Holdings
Florida
$1.79M +$195K +3,003 +12%
MAM
539
Morse Asset Management
Connecticut
$1.79M +$358K +5,500 +25%
CFM
540
Capricorn Fund Managers
United Kingdom
$1.79M – – –
RWM
541
Ritholtz Wealth Management
New York
$1.78M +$1.15M +17,616 +180%
AA
542
Armis Advisers
Georgia
$1.78M +$595K +9,148 +46%
FWM
543
Fonville Wealth Management
Virginia
$1.77M +$304K +4,681 +21%
BA
544
Bellwether Advisors
Nebraska
$1.73M +$25.1K +386 +1%
CIM
545
Corda Investment Management
Texas
$1.73M +$246K +3,789 +17%
PWP
546
Pursue Wealth Partners
California
$1.73M +$77.9K +1,198 +5%
PWA
547
Principia Wealth Advisory
Texas
$1.7M +$3.77K +58 +0.2%
MSCM
548
McElhenny Sheffield Capital Management
Texas
$1.7M +$509K +7,823 +43%
HF
549
HRT Financial
New York
$1.68M +$1.68M +25,823 New
CV
550
Counterweight Ventures
North Carolina
$1.67M +$1.67M +25,719 New
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