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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
701
Heritage Oak Wealth Advisors
Florida
$611K -$8.75K -215 -1%
BCM
702
Basso Capital Management
Connecticut
$610K -$31.6K -777 -4%
HA
703
Harfst & Associates
Wyoming
$604K +$60.2K +1,480 +9%
OGF
704
Orin Green Financial
California
$604K – – –
IWS
705
Integrity Wealth Solutions
Colorado
$602K +$735K +18,079 New
AC
706
Apella Capital
Connecticut
$601K +$44.1K +1,084 +7%
ONB
707
Old National Bancorp
Indiana
$599K -$13.5M -331,548 -95%
CWS
708
Cypress Wealth Services
California
$597K +$26.2K +643 +4%
NL
709
NWAM LLC
Washington
$594K +$274K +6,726 +60%
CC
710
Centiva Capital
New York
$588K – – –
TS
711
Tamar Securities
California
$588K +$29.9K +735 +4%
FMP
712
Financial Management Professionals
Texas
$587K +$4.8K +118 +0.7%
BWP
713
Balboa Wealth Partners
Arizona
$587K +$439K +10,794 +158%
FWP
714
FAS Wealth Partners
Kansas
$587K +$56.8K +1,397 +9%
A
715
Argentarii
Ohio
$586K -$10.1K -249 -2%
PAM
716
Prodigy Asset Management
Nebraska
$586K – – –
FHA
717
Flagship Harbor Advisors
Massachusetts
$585K +$12.6K +309 +2%
WCP
718
Wick Capital Partners
Pennsylvania
$583K -$30.3K -746 -4%
BGGS
719
Boussard & Gavaudan Gestion SAS
France
$583K +$715K +17,585 New
QWM
720
Quadcap Wealth Management
Texas
$580K +$10.6K +261 +2%
FA
721
Fermata Advisors
California
$580K +$6.02K +148 +0.9%
GWM
722
Global Wealth Management
New Jersey
$579K – – –
TSW
723
Three Seasons Wealth
Utah
$578K -$223K -5,492 -24%
CSB
724
City State Bank
Iowa
$578K – – –
1W
725
1776 Wealth
Georgia
$577K – – –
27 28
29
30 31