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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
KMT Wealth Management
California
$539K +$659K +16,197 New
UB
752
UMB Bank
Missouri
$539K -$4.64K -114 -0.7%
CCM
753
Chilton Capital Management
Texas
$538K – – –
BFIM
754
Beese Fulmer Investment Management
Ohio
$536K +$398K +9,795 +155%
CPA
755
Capital Performance Advisors
California
$532K +$168K +4,120 +35%
NFGH
756
Nan Fung Group Holdings
Hong Kong
$532K – – –
HAG
757
HighPoint Advisor Group
Illinois
$531K -$168K -4,132 -21%
PP
758
Patten & Patten
Tennessee
$530K – – –
MWM
759
Modera Wealth Management
New Jersey
$523K -$2.69K -66 -0.4%
TCM
760
Traynor Capital Management
Pennsylvania
$522K -$354K -8,710 -36%
SVWAG
761
Sound View Wealth Advisors Group
Georgia
$520K -$336K -8,269 -35%
WSFS
762
Wilmington Savings Fund Society
Delaware
$516K -$181K -4,458 -22%
FFM
763
Forum Financial Management
Illinois
$513K -$11.5K -283 -2%
FFA
764
First Foundation Advisors
California
$513K +$160K +3,939 +34%
NWMG
765
National Wealth Management Group
Ohio
$512K +$42K +1,032 +7%
LCM
766
Lazari Capital Management
California
$512K +$130K +3,189 +26%
WT
767
Whittier Trust
California
$511K – – –
NFS
768
NewCorp Financial Services
Georgia
$511K -$102K -2,513 -14%
LCG
769
Luxor Capital Group
New York
$509K +$622K +15,300 New
BFG
770
Beacon Financial Group
Texas
$509K -$610 -15 -0.1%
SGI
771
Summit Global Investments
Utah
$506K -$814 -20 -0.1%
KCA
772
Kastel Capital Advisors
Massachusetts
$505K -$98.9K -2,432 -16%
TW
773
Tempo Wealth
Ohio
$501K -$41.2K -1,012 -6%
FF
774
Fortitude Financial
Washington
$499K -$29.1K -716 -5%
MC
775
Mirabaud & Cie
Switzerland
$499K – – –
29 30
31
32 33