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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Albion Financial Group
Utah
$3.76K – – –
SN
652
Sittner & Nelson
Oregon
$3.61K – – –
IBOK
653
Independence Bank of Kentucky
Kentucky
$3.61K +$3.47K +100 New
VWM
654
Venturi Wealth Management
Texas
$3.5K -$429K -12,352 -99%
PP
655
PFS Partners
New Jersey
$3.4K +$556 +16 +21%
HI
656
Harbour Investments
Wisconsin
$3.32K +$3.13K +90 +4,500%
FP
657
Financial Perspectives
Minnesota
$3.25K – – –
WOSD
658
WFA of San Diego
California
$2.53K +$2.43K +70 New
TC
659
Truvestments Capital
Florida
$2.1K +$2.01K +58 New
FPB
660
First PREMIER Bank
South Dakota
$2K – – –
RBC
661
Roble Belko & Company
Pennsylvania
$2K +$382 +11 +23%
NCM
662
Northwest Capital Management
Oregon
$1.88K – – –
SHF
663
Safe Harbor Fiduciary
Florida
$1.84K +$1.77K +51 New
FFWM
664
Future Financial Wealth Management
Ohio
$1.81K -$1.47M -42,314 -100%
CA
665
Centerpoint Advisors
Massachusetts
$1K +$174 +5 +17%
CPA
666
Capital Performance Advisors
California
$903 +$868 +25 New
HI
667
Horizon Investments
North Carolina
$903 +$868 +25 New
MFT
668
Moisand Fitzgerald Tamayo
Florida
$579 +$278 +8 +100%
AIM
669
Anchor Investment Management
South Carolina
$542 +$521 +15 New
BCH
670
Berkshire Capital Holdings
California
$361 – – –
LFA
671
LGT Financial Advisors
Texas
$217 – – –
HWA
672
HHM Wealth Advisors
Tennessee
$217 +$69 +2 +50%
BMC
673
Bear Mountain Capital
Washington
$191 – – –
TCM
674
TD Capital Management
Tennessee
$181 – – –
ACM
675
Anfield Capital Management
California
$108 +$104 +3 New
25 26
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