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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
701
DeDora Capital
California
$905K +$84.4K +1,485 +9%
DWA
702
Douglass Winthrop Advisors
New York
$904K -$371K -6,529 -26%
LI
703
LRI Investments
Florida
$900K +$746K +13,125 +263%
RWM
704
Revisor Wealth Management
Ohio
$899K +$659K +11,597 +183%
AFP
705
Alpha Financial Partners
Kentucky
$894K +$386K +6,789 +61%
SW
706
SkyOak Wealth
Michigan
$892K +$1.02M +17,961 New
WEG
707
World Equity Group
Illinois
$891K +$124K +2,191 +14%
SWA
708
SOA Wealth Advisors
New York
$881K +$875K +15,409 +659%
GC
709
Grimes & Company
Massachusetts
$874K +$643K +11,311 +180%
PAM
710
Prodigy Asset Management
Nebraska
$874K +$1,000K +17,600 New
GC
711
Gould Capital
Washington
$872K +$62.7K +1,103 +7%
IPWA
712
International Private Wealth Advisors
California
$869K +$470K +8,270 +90%
IAIM
713
International Assets Investment Management
Florida
$869K +$9.94K +175 +1%
CWS
714
Cypress Wealth Services
California
$867K +$87.5K +1,540 +10%
EP
715
E6 Portfolios
Utah
$864K +$988K +17,398 New
AWM
716
Ameliora Wealth Management
Switzerland
$861K +$211K +3,719 +27%
1W
717
1776 Wealth
Georgia
$861K – – –
GWS
718
Glassman Wealth Services
Virginia
$858K – – –
ACA
719
Ackerman Capital Advisors
Texas
$851K -$1.03M -18,137 -51%
IBOK
720
Independence Bank of Kentucky
Kentucky
$850K +$967K +17,023 +17,023%
ACM
721
Alpha Capital Management
Texas
$846K -$6.08K -107 -0.6%
QWM
722
Quadcap Wealth Management
Texas
$845K – – –
TSW
723
Three Seasons Wealth
Utah
$844K +$236K +4,157 +32%
WFA
724
West Financial Advisors
Iowa
$844K +$163K +2,877 +20%
QPWM
725
Quadrant Private Wealth Management
Pennsylvania
$844K +$965K +16,995 New
27 28
29
30 31