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iShares Bitcoin Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Modera Wealth Management
New Jersey
$523K -$2.69K -66 -0.4%
TCM
752
Traynor Capital Management
Pennsylvania
$522K -$354K -8,710 -36%
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$520K -$336K -8,269 -35%
WSFS
754
Wilmington Savings Fund Society
Delaware
$516K -$181K -4,458 -22%
FFM
755
Forum Financial Management
Illinois
$513K -$11.5K -283 -2%
FFA
756
First Foundation Advisors
California
$513K +$160K +3,939 +34%
NWMG
757
National Wealth Management Group
Ohio
$512K +$42K +1,032 +7%
LCM
758
Lazari Capital Management
California
$512K +$130K +3,189 +26%
WT
759
Whittier Trust
California
$511K
NFS
760
NewCorp Financial Services
Georgia
$511K -$102K -2,513 -14%
LCG
761
Luxor Capital Group
New York
$509K +$622K +15,300 New
BFG
762
Beacon Financial Group
Texas
$509K -$610 -15 -0.1%
SGI
763
Summit Global Investments
Utah
$506K -$814 -20 -0.1%
KCA
764
Kastel Capital Advisors
Massachusetts
$505K -$98.9K -2,432 -16%
TW
765
Tempo Wealth
Ohio
$501K -$41.2K -1,012 -6%
FF
766
Fortitude Financial
Washington
$499K -$29.1K -716 -5%
MC
767
Mirabaud & Cie
Switzerland
$499K
DWP
768
Daymark Wealth Partners
Ohio
$498K +$323K +7,941 +113%
PWP
769
Pursue Wealth Partners
California
$497K -$101K -2,474 -14%
BPC
770
Bearing Point Capital
Minnesota
$496K +$606K +14,900 New
SAM
771
Smartleaf Asset Management
Massachusetts
$496K
LAS
772
LWM Advisory Services
Florida
$495K
CAI
773
Capital Advisors Inc
Oklahoma
$491K +$9.97K +245 +2%
CPL
774
CAP Partners LLC
Tennessee
$491K +$19.7K +484 +3%
EWA
775
Encompass Wealth Advisors
Oregon
$490K +$198K +4,857 +49%