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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
726
Keating Financial Advisory Services
Kansas
$836K +$957K +16,840 New
EWM
727
Empirical Wealth Management
Washington
$835K -$86.4K -1,521 -8%
OWA
728
Octavia Wealth Advisors
Ohio
$834K +$112K +1,963 +13%
FHA
729
Flagship Harbor Advisors
Massachusetts
$831K +$49.9K +879 +6%
BJB
730
Broadhurst Jeffrey B
$829K +$948K +16,693 New
FPAS
731
Focus Partners Advisor Solutions
Missouri
$825K -$2.65M -46,592 -74%
TC
732
Town Capital
Maryland
$823K +$941K +16,571 New
HIA
733
Harbor Investment Advisory
Maryland
$821K -$767K -13,493 -45%
CIAS
734
Capital Investment Advisory Services
North Carolina
$821K +$149K +2,620 +19%
TWM
735
Thryve Wealth Management
Texas
$815K +$933K +16,420 New
ADL
736
Asset Dedication LLC
California
$815K +$568 +10 +0.1%
UB
737
UMB Bank
Missouri
$809K +$303K +5,341 +49%
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K +$54.6K +961 +6%
TS
739
Tamar Securities
California
$806K +$3.81K +67 +0.4%
CCM
740
Chilton Capital Management
Texas
$802K – – –
HA
741
Harfst & Associates
Wyoming
$802K +$45.8K +807 +5%
AWP
742
Ascent Wealth Partners
New York
$800K +$157K +2,770 +21%
FFWA
743
FRG Family Wealth Advisors
Washington
$799K +$73.6K +1,295 +9%
TWM
744
Tolleson Wealth Management
Texas
$798K +$913K +16,065 New
JCM
745
J2 Capital Management
Michigan
$794K +$83.7K +1,473 +10%
NFGH
746
Nan Fung Group Holdings
Hong Kong
$793K – – –
CWM
747
ClientFirst Wealth Management
Arkansas
$789K -$64.2K -1,130 -7%
PFS
748
Prospera Financial Services
Texas
$787K +$649K +11,431 +258%
WTC
749
WhitTier Trust Company
Nevada
$784K +$321K +5,650 +61%
CRCM
750
Crystal Rock Capital Management
Illinois
$783K -$78.1K -1,375 -8%
28 29
30
31 32