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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$570K +$82.7K +1,751 +19%
GA
602
GSG Advisors
New Jersey
$563K +$26K +550 +5%
SWA
603
Stratos Wealth Advisors
Ohio
$561K +$185K +3,923 +59%
CFO
604
Colony Family Offices
North Carolina
$559K +$498K +10,545 New
MTWM
605
Masso Torrence Wealth Management
New Jersey
$557K +$23.9K +506 +5%
I
606
INVST
Indiana
$556K +$495K +10,485 New
MWM
607
Mosley Wealth Management
California
$554K +$10.9K +231 +3%
CPW
608
Catalyst Private Wealth
California
$553K -$37.3K -791 -7%
HWP
609
Hibernia Wealth Partners
Louisiana
$552K +$492K +10,413 New
ZIG
610
Zuckerman Investment Group
Illinois
$548K +$166K +3,514 +59%
TDC
611
Thompson Davis & Co
Virginia
$548K +$487K +10,323 New
FCIM
612
Fairview Capital Investment Management
California
$542K +$483K +10,225 New
OP
613
ORG Partners
Indiana
$542K +$374K +7,924 +347%
OWA
614
Octavia Wealth Advisors
Ohio
$539K +$61.4K +1,301 +15%
FNBT
615
FineMark National Bank & Trust
Florida
$538K +$479K +10,138 New
RCM
616
Regency Capital Management
Hawaii
$532K +$474K +10,029 New
CH
617
Canton Hathaway
Rhode Island
$531K +$47.2K +1,000 +11%
MS
618
Madden Securities
Texas
$531K – – –
BPC
619
Banque Pictet & Cie
Switzerland
$531K +$472K +10,000 New
ICM
620
Ionic Capital Management
New York
$531K +$472K +10,000 New
RWP
621
RWA Wealth Partners
Massachusetts
$522K +$465K +9,845 New
IF
622
Intrua Financial
Texas
$522K +$465K +9,839 New
GLA
623
Good Life Advisors
Pennsylvania
$520K +$463K +9,805 New
NFP
624
Narus Financial Partners
Utah
$518K +$5.76K +122 +1%
BCA
625
Bray Capital Advisors
Florida
$510K – – –
23 24
25
26 27