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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
726
Armbruster Capital Management
New York
$990K +$510K +7,838 +106%
SGI
727
Summit Global Investments
Utah
$984K +$155K +2,380 +19%
FLC
728
Fifth Lane Capital
Texas
$975K – – –
OP
729
Orvieto Partners
Massachusetts
$975K – – –
WA
730
Wilmar Advisors
Florida
$975K +$195K +3,000 +25%
TWP
731
Triad Wealth Partners
Kansas
$974K +$974K +14,981 New
LAS
732
LWM Advisory Services
Florida
$967K – – –
GP
733
Guardian Partners
Canada
$965K +$46.5K +715 +5%
OWA
734
Octavia Wealth Advisors
Ohio
$964K +$29.5K +453 +3%
CWP
735
CFM Wealth Partners
Texas
$963K +$964K +14,818 New
HKIMG
736
Hutchens & Kramer Investment Management Group
Indiana
$963K +$262K +4,035 +37%
FFWA
737
FRG Family Wealth Advisors
Washington
$961K +$568K +8,725 +144%
RZH
738
Relyea Zuckerberg Hanson
Connecticut
$961K +$206K +3,169 +27%
FMP
739
Financial Management Professionals
Texas
$957K +$360K +5,536 +60%
HCM
740
Howland Capital Management
Massachusetts
$957K -$8.07K -124 -0.8%
OP
741
ORG Partners
Indiana
$956K +$27.1K +416 +3%
KCAM
742
Kagan Cocozza Asset Management
New Jersey
$952K – – –
SF
743
Synovus Financial
Georgia
$951K +$422K +6,491 +80%
FWP
744
Forefront Wealth Partners
Texas
$950K +$951K +14,617 New
DA
745
Doliver Advisors
Texas
$949K +$185K +2,851 +24%
CMP
746
Coston McIsaac & Partners
Maine
$948K -$59K -907 -6%
CA
747
Claro Advisors
Massachusetts
$948K +$216K +3,315 +29%
DWM
748
DecisionMap Wealth Management
Virginia
$946K +$131K +2,014 +16%
JCM
749
J2 Capital Management
Michigan
$944K +$63K +969 +7%
AC
750
AWM Capital
Arizona
$943K +$98K +1,507 +12%
28 29
30
31 32