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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
726
Orin Green Financial
California
$734K – – –
CPA
727
Cardiff Park Advisors
California
$730K +$28.1K +501 +4%
DAS
728
Diversify Advisory Services
Utah
$729K +$259K +4,617 +76%
MFG
729
Midwest Financial Group
Kansas
$728K +$95.3K +1,700 +17%
HIG
730
Heritage Investment Group
Florida
$726K – – –
SFP
731
Sandbox Financial Partners
Maryland
$721K +$75.5K +1,347 +13%
DA
732
Doliver Advisors
Texas
$719K +$36.8K +656 +6%
WWA
733
WCG Wealth Advisors
Nevada
$716K +$81.8K +1,459 +14%
AAM
734
Ameraudi Asset Management
New York
$714K +$7.4K +132 +1%
KIG
735
Kennedy Investment Group
New Jersey
$713K +$216K +3,859 +50%
RZH
736
Relyea Zuckerberg Hanson
Connecticut
$711K +$160K +2,863 +33%
PTC
737
Philadelphia Trust Company
Pennsylvania
$711K -$15.1K -270 -2%
FCM
738
Fortis Capital Management
Washington
$709K – – –
BJL
739
Brighton Jones LLC
Washington
$705K +$131K +2,345 +26%
FHA
740
Flagship Harbor Advisors
Massachusetts
$701K +$108K +1,935 +20%
ET
741
Equitable Trust
Tennessee
$699K +$308K +5,504 +93%
NVCHI
742
New Vernon Capital Holdings II
New Jersey
$698K – – –
SWA
743
Sax Wealth Advisors
New Jersey
$697K +$37.7K +672 +6%
DP
744
DDD Partners
Washington
$692K -$34.8K -621 -5%
BAM
745
Brave Asset Management
New Jersey
$690K +$624K +11,137 New
NP
746
NorthRock Partners
Minnesota
$690K +$222K +3,953 +54%
CA
747
Claro Advisors
Massachusetts
$689K -$240K -4,286 -28%
TWP
748
Tempus Wealth Planning
California
$686K +$75.7K +1,351 +14%
JSW
749
Journey Strategic Wealth
New Jersey
$685K +$628K +11,199 New
PIMG
750
Patriot Investment Management Group
Tennessee
$684K – – –
28 29
30
31 32