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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
701
B. Riley Wealth Advisors
Florida
$620K +$2.03K +50 +0.3%
SWA
702
Sax Wealth Advisors
New Jersey
$620K -$130K -3,196 -17%
WP
703
WealthShield Partners
North Carolina
$619K -$386K -9,491 -34%
OBWA
704
Oak Barrel Wealth Advisory
Virginia
$616K +$753K +18,500 New
NIM
705
Northeast Investment Management
Massachusetts
$615K – – –
KCAM
706
Kagan Cocozza Asset Management
New Jersey
$612K +$80.8K +1,987 +12%
HSA
707
HBK Sorce Advisory
Pennsylvania
$611K -$7.2K -177 -1%
HOWA
708
Heritage Oak Wealth Advisors
Florida
$611K -$8.75K -215 -1%
BCM
709
Basso Capital Management
Connecticut
$610K -$31.6K -777 -4%
HA
710
Harfst & Associates
Wyoming
$604K +$60.2K +1,480 +9%
OGF
711
Orin Green Financial
California
$604K – – –
IWS
712
Integrity Wealth Solutions
Colorado
$602K +$735K +18,079 New
AC
713
Apella Capital
Connecticut
$601K +$44.1K +1,084 +7%
ONB
714
Old National Bancorp
Indiana
$599K -$13.5M -331,548 -95%
CWS
715
Cypress Wealth Services
California
$597K +$26.2K +643 +4%
NL
716
NWAM LLC
Washington
$594K +$274K +6,726 +60%
CC
717
Centiva Capital
New York
$588K – – –
TS
718
Tamar Securities
California
$588K +$29.9K +735 +4%
FMP
719
Financial Management Professionals
Texas
$587K +$4.8K +118 +0.7%
BWP
720
Balboa Wealth Partners
Arizona
$587K +$439K +10,794 +158%
FWP
721
FAS Wealth Partners
Kansas
$587K +$56.8K +1,397 +9%
A
722
Argentarii
Ohio
$586K -$10.1K -249 -2%
PAM
723
Prodigy Asset Management
Nebraska
$586K – – –
FHA
724
Flagship Harbor Advisors
Massachusetts
$585K +$12.6K +309 +2%
WCP
725
Wick Capital Partners
Pennsylvania
$583K -$30.3K -746 -4%
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