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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
601
Stratos Wealth Advisors
Ohio
$561K +$185K +3,923 +59%
CFO
602
Colony Family Offices
North Carolina
$559K +$498K +10,545 New
MTWM
603
Masso Torrence Wealth Management
New Jersey
$557K +$23.9K +506 +5%
I
604
INVST
Indiana
$556K +$495K +10,485 New
MWM
605
Mosley Wealth Management
California
$554K +$10.9K +231 +3%
CPW
606
Catalyst Private Wealth
California
$553K -$37.3K -791 -7%
HWP
607
Hibernia Wealth Partners
Louisiana
$552K +$492K +10,413 New
ZIG
608
Zuckerman Investment Group
Illinois
$548K +$166K +3,514 +59%
TDC
609
Thompson Davis & Co
Virginia
$548K +$487K +10,323 New
FCIM
610
Fairview Capital Investment Management
California
$542K +$483K +10,225 New
OP
611
ORG Partners
Indiana
$542K +$374K +7,924 +347%
OWA
612
Octavia Wealth Advisors
Ohio
$539K +$61.4K +1,301 +15%
FNBT
613
FineMark National Bank & Trust
Florida
$538K +$479K +10,138 New
RCM
614
Regency Capital Management
Hawaii
$532K +$474K +10,029 New
CH
615
Canton Hathaway
Rhode Island
$531K +$47.2K +1,000 +11%
MS
616
Madden Securities
Texas
$531K – – –
BPC
617
Banque Pictet & Cie
Switzerland
$531K +$472K +10,000 New
ICM
618
Ionic Capital Management
New York
$531K +$472K +10,000 New
RWP
619
RWA Wealth Partners
Massachusetts
$522K +$465K +9,845 New
IF
620
Intrua Financial
Texas
$522K +$465K +9,839 New
GLA
621
Good Life Advisors
Pennsylvania
$520K +$463K +9,805 New
NFP
622
Narus Financial Partners
Utah
$518K +$5.76K +122 +1%
BCA
623
Bray Capital Advisors
Florida
$510K – – –
SFP
624
Sandbox Financial Partners
Maryland
$509K +$63.3K +1,340 +16%
FIM
625
Fernwood Investment Management
Massachusetts
$508K – – –
23 24
25
26 27