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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$1.09M +$283K +5,049 +39%
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$38.7K +690 +4%
CAG
603
Csenge Advisory Group
Florida
$1.08M +$42K +749 +4%
APWA
604
Atlas Private Wealth Advisors
New Jersey
$1.08M +$338K +6,034 +52%
TCBWMS
605
Texas Capital Bank Wealth Management Services
Texas
$1.08M – – –
BCM
606
Boreal Capital Management
Florida
$1.07M +$982K +17,534 New
SFFS
607
Stonehage Fleming Financial Services
Jersey
$1.07M +$186K +3,320 +23%
SFG
608
Sovereign Financial Group
Connecticut
$1.07M +$1.29K +23 +0.1%
IAIM
609
International Assets Investment Management
Florida
$1.06M +$971K +17,321 New
GWM
610
Geneos Wealth Management
Colorado
$1.05M +$57.2K +1,021 +6%
DCM
611
Dimension Capital Management
Florida
$1.04M -$1.56M -27,841 -62%
MWM
612
MFG Wealth Management
Indiana
$1.04M +$954K +17,026 New
PI
613
PFG Investments
New York
$1.04M -$4.71K -84 -0.5%
GL
614
Graypoint LLC
New York
$1.03M +$115K +2,047 +14%
TCM
615
Traynor Capital Management
Pennsylvania
$1.03M +$64.8K +1,157 +7%
BCWM
616
Ball & Co Wealth Management
Tennessee
$1.03M +$942K +16,813 New
DTL
617
Dynamic Technology Lab
Singapore
$1.01M +$927K +16,550 New
AWM
618
Accel Wealth Management
Iowa
$1.01M +$70.5K +1,258 +8%
BRF
619
B. Riley Financial
California
$1.01M +$812K +14,500 +725%
HWP
620
Hibernia Wealth Partners
Louisiana
$1.01M +$302K +5,397 +49%
WMA
621
West Michigan Advisors
Michigan
$1M +$135K +2,418 +17%
PFPT
622
Pinnacle Financial Partners (Tennessee)
Tennessee
$1M +$23.1K +412 +3%
IF
623
Intrua Financial
Texas
$996K +$172K +3,066 +23%
HSA
624
HBK Sorce Advisory
Pennsylvania
$991K +$62.1K +1,108 +7%
PGFC
625
Peapack-Gladstone Financial Corp
New Jersey
$990K +$157K +2,800 +21%
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