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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
726
Camelot Portfolios
Ohio
$711K +$223K +5,146 +39%
NIM
727
Northeast Investment Management
Massachusetts
$710K -$19.5K -450 -2%
BJB
728
Broadhurst Jeffrey B
$702K +$68.2K +1,575 +9%
WCP
729
Wick Capital Partners
Pennsylvania
$701K +$314K +7,253 +66%
NRC
730
New Republic Capital
North Carolina
$700K +$321K +7,411 +69%
DWA
731
Douglass Winthrop Advisors
New York
$700K – – –
OGF
732
Orin Green Financial
California
$697K +$146K +3,372 +23%
VCP
733
Verus Capital Partners
Arizona
$691K +$199K +4,586 +34%
NFS
734
NewCorp Financial Services
Georgia
$686K +$190K +4,387 +33%
GCIG
735
Grand Central Investment Group
Florida
$684K -$42K -969 -5%
AC
736
Apella Capital
Connecticut
$683K +$121K +2,792 +22%
SWA
737
SOA Wealth Advisors
New York
$683K +$1.04K +24 +0.1%
KCP
738
Kera Capital Partners
California
$682K +$70.7K +1,633 +10%
BRWA
739
B. Riley Wealth Advisors
Florida
$682K -$367K -8,484 -32%
DWS
740
Discipline Wealth Solutions
South Carolina
$679K +$269K +6,206 +54%
CC
741
Centiva Capital
New York
$679K +$765K +17,670 New
ACA
742
Ackerman Capital Advisors
Texas
$677K +$21K +484 +3%
PAM
743
Prodigy Asset Management
Nebraska
$676K – – –
FMP
744
Financial Management Professionals
Texas
$673K +$108K +2,490 +17%
HKIMG
745
Hutchens & Kramer Investment Management Group
Indiana
$672K +$95.7K +2,211 +14%
PWP
746
Pursue Wealth Partners
California
$668K -$1.11M -25,564 -60%
GWM
747
Global Wealth Management
New Jersey
$668K +$153K +3,531 +25%
CSB
748
City State Bank
Iowa
$667K +$524K +12,100 +230%
AWM
749
Ameliora Wealth Management
Switzerland
$666K – – –
1W
750
1776 Wealth
Georgia
$666K – – –
28 29
30
31 32