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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
701
Alpha Financial Partners
Kentucky
$894K +$386K +6,789 +61%
SW
702
SkyOak Wealth
Michigan
$892K +$1.02M +17,961 New
WEG
703
World Equity Group
Illinois
$891K +$124K +2,191 +14%
SWA
704
SOA Wealth Advisors
New York
$881K +$875K +15,409 +659%
GC
705
Grimes & Company
Massachusetts
$874K +$643K +11,311 +180%
PAM
706
Prodigy Asset Management
Nebraska
$874K +$1,000K +17,600 New
GC
707
Gould Capital
Washington
$872K +$62.7K +1,103 +7%
IPWA
708
International Private Wealth Advisors
California
$869K +$470K +8,270 +90%
IAIM
709
International Assets Investment Management
Florida
$869K +$9.94K +175 +1%
CWS
710
Cypress Wealth Services
California
$867K +$87.5K +1,540 +10%
EP
711
E6 Portfolios
Utah
$864K +$988K +17,398 New
AWM
712
Ameliora Wealth Management
Switzerland
$861K +$211K +3,719 +27%
1W
713
1776 Wealth
Georgia
$861K – – –
GWS
714
Glassman Wealth Services
Virginia
$858K – – –
ACA
715
Ackerman Capital Advisors
Texas
$851K -$1.03M -18,137 -51%
IBOK
716
Independence Bank of Kentucky
Kentucky
$850K +$967K +17,023 +17,023%
ACM
717
Alpha Capital Management
Texas
$846K -$6.08K -107 -0.6%
QWM
718
Quadcap Wealth Management
Texas
$845K – – –
TSW
719
Three Seasons Wealth
Utah
$844K +$236K +4,157 +32%
WFA
720
West Financial Advisors
Iowa
$844K +$163K +2,877 +20%
QPWM
721
Quadrant Private Wealth Management
Pennsylvania
$844K +$965K +16,995 New
HAG
722
HighPoint Advisor Group
Illinois
$841K +$963K +16,944 New
SFG
723
SevenBridge Financial Group
Pennsylvania
$840K +$961K +16,914 New
RZH
724
Relyea Zuckerberg Hanson
Connecticut
$840K +$121K +2,123 +14%
CSIC
725
Clifford Swan Investment Counsel
California
$837K +$90K +1,585 +10%
27 28
29
30 31