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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
651
Keystone Financial Group (Kentucky)
Kentucky
$1.03M +$144K +2,528 +14%
WAP
652
Wealth Analytics Partners
California
$1.03M +$1.18M +20,749 New
GIL
653
Go Invest LLC
Utah
$1.03M +$1.18M +20,727 New
WJWM
654
Williams Jones Wealth Management
New York
$1.03M +$95.2K +1,675 +9%
BCM
655
Becker Capital Management
Oregon
$1.02M – – –
CBA
656
Coastal Bridge Advisors
Connecticut
$1.02M -$832K -14,647 -42%
P
657
&Partners
Tennessee
$1.02M +$675K +11,875 +138%
FP
658
Fiduciary Planning
Florida
$1.01M -$30.7K -541 -3%
SWA
659
Sax Wealth Advisors
New Jersey
$1.01M +$500K +8,809 +76%
IWA
660
Icon Wealth Advisors
Texas
$1.01M +$234K +4,122 +25%
OCA
661
OpenArc Corporate Advisory
Georgia
$1.01M +$1.15M +20,300 New
FWP
662
FAS Wealth Partners
Kansas
$1.01M +$191K +3,367 +20%
TCM
663
Traynor Capital Management
Pennsylvania
$1M +$39.5K +696 +4%
TFO
664
Tarbox Family Office
California
$1M -$707K -12,439 -38%
CPA
665
Cardiff Park Advisors
California
$999K +$246K +4,326 +27%
BFIC
666
Bedell Frazier Investment Counselling
California
$999K -$84.8K -1,492 -7%
MWM
667
MFG Wealth Management
Indiana
$997K +$22.7K +400 +2%
WWM
668
Western Wealth Management
Colorado
$994K +$94.6K +1,665 +9%
OP
669
Orvieto Partners
Massachusetts
$993K +$284K +5,000 +33%
CIA
670
Choate Investment Advisors
Massachusetts
$993K +$46.4K +817 +4%
PFA
671
Pure Financial Advisors
California
$988K +$196K +3,443 +21%
WAU
672
Wellington-Altus USA
Manitoba, Canada
$986K +$1.13M +19,866 New
CIA
673
Capital Investment Advisors
Georgia
$981K +$387K +6,807 +53%
BBES
674
Buffalo Business & Estate Services
New York
$979K +$1.12M +19,713 New
BB
675
Busey Bank
Illinois
$979K +$55.3K +973 +5%
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