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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
751
SNS Financial Group
Minnesota
$323K +$287K +6,082 New
AF
752
Abound Financial
California
$322K +$287K +6,071 New
CCWM
753
Correct Capital Wealth Management
Missouri
$322K – – –
PFA
754
Pure Financial Advisors
California
$320K +$284K +6,024 New
AWG
755
Altus Wealth Group
Colorado
$319K +$14.9K +315 +6%
CFS
756
Coordinated Financial Services
Colorado
$319K +$284K +6,006 New
LIM
757
Leavell Investment Management
Alabama
$318K – – –
AWM
758
Avondale Wealth Management
Texas
$318K -$49.8K -1,055 -15%
PPA
759
Pacific Point Advisors
California
$318K +$283K +6,000 New
AWP
760
Astra Wealth Partners
New Jersey
$318K +$283K +5,988 New
ML
761
McAdam LLC
Pennsylvania
$317K +$282K +5,973 New
DCM
762
DGS Capital Management
New Jersey
$315K +$280K +5,931 New
DFP
763
Defined Financial Planning
California
$313K +$279K +5,901 New
BMC
764
Benin Management Corp
Connecticut
$313K +$279K +5,900 New
MWM
765
Mission Wealth Management
California
$308K +$274K +5,805 New
SMA
766
Sage Mountain Advisors
Georgia
$307K +$273K +5,790 New
VCP
767
Verus Capital Partners
Arizona
$307K +$273K +5,789 New
MWM
768
Modern Wealth Management
Kansas
$307K +$273K +5,788 New
SWA
769
Sax Wealth Advisors
New Jersey
$305K +$272K +5,758 New
TW
770
TritonPoint Wealth
Maryland
$303K +$270K +5,713 New
CAM
771
Cidel Asset Management
Ontario, Canada
$302K – – –
CCP
772
Cushing Capital Partners
Wisconsin
$302K +$269K +5,688 New
AFO
773
Allie Family Office
Florida
$301K -$89.2K -1,889 -25%
SAM
774
Strategy Asset Managers
California
$301K +$268K +5,675 New
CA
775
Continuum Advisory
Idaho
$301K -$17K -360 -6%
29 30
31
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