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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
626
IFC Advisors
California
$933K – – –
FFO
627
Fiduciary Family Office
Florida
$927K – – –
SFSG
628
Sound Financial Strategies Group
Mississippi
$927K +$207K +4,778 +25%
AUB
629
Atlantic Union Bankshares
Virginia
$925K +$415K +9,596 +66%
TAFW
630
Tred Avon Family Wealth
Maryland
$924K – – –
TCM
631
Traynor Capital Management
Pennsylvania
$919K +$182K +4,195 +21%
SVWAG
632
Sound View Wealth Advisors Group
Georgia
$918K +$47.9K +1,106 +5%
CIA
633
Cape Investment Advisory
Georgia
$916K +$21.2K +489 +2%
IA
634
Integrity Alliance
Iowa
$915K -$535K -12,360 -34%
AWM
635
Alterna Wealth Management
Texas
$914K +$560K +12,939 +119%
TWP
636
Triad Wealth Partners
Kansas
$909K +$52.5K +1,213 +5%
TFO
637
Tarbox Family Office
California
$909K +$151K +3,498 +17%
HIP
638
HUB Investment Partners
Texas
$904K +$353K +8,153 +53%
KCFA
639
Key Client Fiduciary Advisors
New Jersey
$903K +$221K +5,113 +28%
FWP
640
Forefront Wealth Partners
Texas
$901K +$718K +16,573 +241%
MWM
641
MFG Wealth Management
Indiana
$901K +$146K +3,369 +17%
IF
642
Intrua Financial
Texas
$900K +$184K +4,254 +22%
AC
643
AlphaCore Capital
California
$894K -$145K -3,357 -13%
WMG
644
WESCAP Management Group
California
$892K -$442K -10,212 -31%
I
645
INVST
Indiana
$890K -$24.8K -573 -2%
PEA
646
Park Edge Advisors
Ohio
$890K -$363K -8,382 -27%
IAN
647
Integrated Advisors Network
Texas
$886K -$774K -17,883 -44%
TC
648
Town Capital
Maryland
$880K +$274K +6,333 +38%
TSW
649
Three Seasons Wealth
Utah
$878K +$253K +5,850 +34%
RI
650
Rinkey Investments
California
$875K -$4.76K -110 -0.5%
24 25
26
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