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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
651
Asset Dedication LLC
California
$924K +$101K +1,799 +14%
WAM
652
WealthTrust Asset Management
Florida
$919K +$10.3K +183 +1%
FLC
653
Fifth Lane Capital
Texas
$918K – – –
OP
654
Orvieto Partners
Massachusetts
$918K – – –
CGL
655
Clarius Group LLC
Washington
$914K +$197K +3,513 +31%
PFA
656
Pure Financial Advisors
California
$914K +$31.2K +556 +4%
LFAS
657
Level Four Advisory Services
Texas
$913K +$836K +14,922 New
LAS
658
LWM Advisory Services
Florida
$910K – – –
FDCDDQ
659
Federation des caisses Desjardins du Quebec
Quebec, Canada
$910K +$180K +3,212 +28%
MCM
660
Manchester Capital Management
Vermont
$910K +$104K +1,848 +14%
HCM
661
Howland Capital Management
Massachusetts
$909K -$147K -2,615 -15%
AFS
662
AFG Fiduciary Services
Massachusetts
$908K -$108K -1,925 -11%
AFG
663
Atomi Financial Group
New York
$907K -$347K -6,194 -29%
LA
664
LM Advisors
California
$897K +$63.6K +1,135 +8%
KCAM
665
Kagan Cocozza Asset Management
New Jersey
$896K – – –
CCM
666
Chilton Capital Management
Texas
$895K – – –
CC
667
Citrine Capital
California
$892K +$474K +8,454 +138%
GWS
668
Glassman Wealth Services
Virginia
$891K +$7.28K +130 +0.9%
PA
669
Planning Alternatives
Michigan
$887K +$15.6K +279 +2%
WWA
670
Wealth Watch Advisors
Colorado
$886K +$10.9K +194 +1%
OWA
671
Octavia Wealth Advisors
Ohio
$880K +$59.2K +1,056 +8%
HFO
672
Heritage Family Offices
Arizona
$876K – – –
GP
673
Guardian Partners
Canada
$874K +$109K +1,945 +16%
MWM
674
Modera Wealth Management
New Jersey
$867K +$12.3K +220 +2%
IWA
675
Icon Wealth Advisors
Texas
$866K +$141K +2,522 +22%
25 26
27
28 29