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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
726
West Michigan Advisors
Michigan
$718K -$433 -10 -0.1%
SL
727
Sentinus LLC
Illinois
$717K -$165K -3,818 -17%
HOWA
728
Heritage Oak Wealth Advisors
Florida
$714K +$804K +18,580 New
CP
729
Camelot Portfolios
Ohio
$711K +$223K +5,146 +39%
NIM
730
Northeast Investment Management
Massachusetts
$710K -$19.5K -450 -2%
BJB
731
Broadhurst Jeffrey B
$702K +$68.2K +1,575 +9%
WCP
732
Wick Capital Partners
Pennsylvania
$701K +$314K +7,253 +66%
NRC
733
New Republic Capital
North Carolina
$700K +$321K +7,411 +69%
DWA
734
Douglass Winthrop Advisors
New York
$700K – – –
OGF
735
Orin Green Financial
California
$697K +$146K +3,372 +23%
VCP
736
Verus Capital Partners
Arizona
$691K +$199K +4,586 +34%
NFS
737
NewCorp Financial Services
Georgia
$686K +$190K +4,387 +33%
GCIG
738
Grand Central Investment Group
Florida
$684K -$42K -969 -5%
AC
739
Apella Capital
Connecticut
$683K +$121K +2,792 +22%
SWA
740
SOA Wealth Advisors
New York
$683K +$1.04K +24 +0.1%
KCP
741
Kera Capital Partners
California
$682K +$70.7K +1,633 +10%
BRWA
742
B. Riley Wealth Advisors
Florida
$682K -$367K -8,484 -32%
DWS
743
Discipline Wealth Solutions
South Carolina
$679K +$269K +6,206 +54%
CC
744
Centiva Capital
New York
$679K +$765K +17,670 New
ACA
745
Ackerman Capital Advisors
Texas
$677K +$21K +484 +3%
PAM
746
Prodigy Asset Management
Nebraska
$676K – – –
FMP
747
Financial Management Professionals
Texas
$673K +$108K +2,490 +17%
HKIMG
748
Hutchens & Kramer Investment Management Group
Indiana
$672K +$95.7K +2,211 +14%
PWP
749
Pursue Wealth Partners
California
$668K -$1.11M -25,564 -60%
GWM
750
Global Wealth Management
New Jersey
$668K +$153K +3,531 +25%
28 29
30
31 32