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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
ClientFirst Wealth Management
Arkansas
$746K +$266K +6,527 +41%
IWA
627
Icon Wealth Advisors
Texas
$744K -$1.83K -45 -0.2%
VW
628
Vance Wealth
California
$741K +$93.4K +2,296 +11%
CWM
629
Cornerstone Wealth Management
Missouri
$738K +$218K +5,370 +32%
WIM
630
WealthPlan Investment Management
Nebraska
$733K -$441K -10,850 -33%
MIFH
631
Migdal Insurance & Financial Holdings
Israel
$728K – – –
HIG
632
Heritage Investment Group
Florida
$727K – – –
WA
633
Wealth Alliance
New York
$724K -$190K -4,675 -18%
GC
634
Gruss & Co
Florida
$722K +$883K +21,700 New
TWP
635
Tenet Wealth Partners
Illinois
$722K +$799K +19,630 New
HNB
636
Hilltop National Bank
Wyoming
$719K – – –
WMG
637
WESCAP Management Group
California
$715K -$70.5K -1,732 -7%
AWP
638
Ascent Wealth Partners
New York
$710K +$37.1K +911 +4%
CWM
639
Centurion Wealth Management
Virginia
$710K -$2.84M -69,722 -77%
CLIP
640
Colter Lewis Investment Partners
Connecticut
$709K +$94.6K +2,326 +12%
GIA
641
Gateway Investment Advisers
Ohio
$708K +$1.5K +37 +0.2%
IPWA
642
International Private Wealth Advisors
California
$705K -$8.75K -215 -1%
JMFC
643
J.M. Forbes & Co
Massachusetts
$705K +$862K +21,180 New
CFO
644
Custos Family Office
Texas
$704K +$615K +15,130 +252%
BWA
645
BlueChip Wealth Advisors
Georgia
$704K -$42.8K -1,051 -5%
TPW
646
Turn8 Private Wealth
$703K -$427K -10,489 -33%
LFAS
647
Level Four Advisory Services
Texas
$702K +$91.6K +2,251 +12%
BCA
648
Bay Colony Advisors
Massachusetts
$698K -$63.7K -1,566 -7%
RI
649
Rinkey Investments
California
$698K -$73.7K -1,812 -8%
BCM
650
Becker Capital Management
Oregon
$698K +$14.8K +365 +2%
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