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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
551
Morse Asset Management
Connecticut
$1.01M – – –
NFG
552
Northbridge Financial Group
Florida
$1.01M +$82.5K +2,027 +7%
DA
553
Doliver Advisors
Texas
$1.01M +$93.8K +2,305 +8%
KFGK
554
Keystone Financial Group (Kentucky)
Kentucky
$1M -$244 -6 -0%
CFM
555
Capricorn Fund Managers
United Kingdom
$999K – – –
TC
556
T3 Companies
New York
$994K -$52.8K -1,299 -4%
MC
557
Matters Capital
Florida
$988K +$122K +3,000 +11%
AIM
558
Advyzon Investment Management
Illinois
$982K +$154K +3,784 +15%
CA
559
Cambridge Associates
Massachusetts
$982K – – –
TC
560
Town Capital
Maryland
$981K +$267K +6,573 +29%
DFG
561
DiPaolo Financial Group
Florida
$965K +$43.5K +1,070 +4%
CWM
562
Circle Wealth Management
New Jersey
$964K -$1.79K -44 -0.2%
HIP
563
HUB Investment Partners
Texas
$962K +$219K +5,375 +23%
GIL
564
Go Invest LLC
Utah
$956K +$19.9K +489 +2%
EP
565
E6 Portfolios
Utah
$944K +$240K +5,912 +26%
QCA
566
Quantify Chaos Advisors
New York
$941K – – –
WPW
567
Watershed Private Wealth
Illinois
$936K +$56.9K +1,400 +5%
HC
568
Hurley Capital
New York
$924K +$54.8K +1,348 +5%
BIG
569
Brookwood Investment Group
Arizona
$924K -$53.3K -1,310 -5%
PCM
570
Prelude Capital Management
New York
$919K -$1.25M -30,802 -53%
PIP
571
Permian Investment Partners
Texas
$912K – – –
HNW
572
High Note Wealth
Minnesota
$912K -$1.79M -44,089 -62%
HIW
573
Holos Integrated Wealth
Pennsylvania
$911K +$407K +10,000 +66%
BFS
574
BridgePort Financial Solutions
Iowa
$906K +$6.55K +161 +0.6%
DCM
575
Dimension Capital Management
Florida
$896K +$95.5K +2,347 +10%
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