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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
701
Ascent Wealth Partners
New York
$792K +$148K +2,641 +26%
I
702
INVST
Indiana
$788K +$8.46K +151 +1%
SWM
703
Spire Wealth Management
Virginia
$786K -$81K -1,446 -10%
TSW
704
Three Seasons Wealth
Utah
$784K +$718K +12,810 New
CNWM
705
Clay Northam Wealth Management
California
$784K -$10.1K -180 -1%
SGI
706
Summit Global Investments
Utah
$781K +$89K +1,588 +14%
WA
707
WP Advisors
California
$775K +$16.1K +287 +2%
WWM
708
Whalen Wealth Management
Nevada
$774K -$631K -11,259 -47%
CM
709
Columbus Macro
Pennsylvania
$773K +$357K +6,363 +102%
FAM
710
Flaharty Asset Management
Florida
$770K +$560K +10,000 +388%
DWM
711
DecisionMap Wealth Management
Virginia
$767K +$44.7K +797 +7%
CIA
712
Capital Investment Advisors
Georgia
$766K +$147K +2,616 +26%
YWM
713
Yukon Wealth Management
Kansas
$765K +$6.33K +113 +0.9%
CPL
714
CAP Partners LLC
Tennessee
$762K -$22.9K -408 -3%
CFS
715
Commonwealth Financial Services
West Virginia
$760K +$3.92K +70 +0.6%
BCP
716
Blackhawk Capital Partners
Wisconsin
$760K +$44.8K +800 +7%
KAM
717
Knightsbridge Asset Management
California
$756K – – –
RW
718
RVW Wealth
California
$755K +$174K +3,109 +34%
IA
719
IFG Advisory
Georgia
$754K +$322K +5,743 +87%
JF
720
Jump Financial
Illinois
$754K +$690K +12,315 New
BA
721
Bristlecone Advisors
Washington
$750K -$20.2K -360 -3%
FIS
722
Fischer Investment Strategies
California
$746K +$5.6K +100 +0.8%
BBP
723
Banco BTG Pactual
Brazil
$744K +$437K +7,800 +179%
GGS
724
Galvin Gaustad & Stein
Arizona
$739K – – –
WA
725
Wilmar Advisors
Florida
$735K +$672K +12,000 New
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29
30 31