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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
751
Optivise Advisory Services
Tennessee
$351K -$84.3K -1,593 -18%
FYW
752
Future You Wealth
New York
$348K +$3.49K +66 +0.9%
ACM
753
Armbruster Capital Management
New York
$346K – – –
GA
754
GSG Advisors
New Jersey
$346K -$170K -3,213 -30%
PPG
755
Peak Planning Group
Colorado
$343K +$32K +605 +9%
CA
756
Crewe Advisors
Utah
$342K +$361K +6,814 +1,357%
NP
757
NorthRock Partners
Minnesota
$342K +$113K +2,136 +41%
SIC
758
SJS Investment Consulting
Ohio
$342K +$305K +5,765 +375%
ML
759
McAdam LLC
Pennsylvania
$341K +$69.2K +1,307 +22%
FCM
760
Fire Capital Management
California
$340K – – –
PP
761
Patten & Patten
Tennessee
$339K +$383K +7,238 New
EFG
762
Everhart Financial Group
Ohio
$338K +$4.61K +87 +1%
JPLA
763
Joseph P. Lucia & Associates
New York
$337K +$7.46K +141 +2%
CWM
764
CMH Wealth Management
New Hampshire
$336K +$380K +7,183 New
BWM
765
Bulltick Wealth Management
Florida
$336K +$139K +2,625 +58%
AWM
766
Avaii Wealth Management
Wisconsin
$335K +$46.5K +879 +14%
BW
767
BIP Wealth
Georgia
$335K +$378K +7,147 New
DJSG
768
D.J. St. Germain
Massachusetts
$332K +$95.5K +1,804 +34%
DAS
769
Diversify Advisory Services
Utah
$332K +$324K +6,114 New
TMWM
770
Taylor & Morgan Wealth Management
Michigan
$332K -$119K -2,256 -24%
WPA
771
Wealth Preservation Advisors
Tennessee
$331K +$374K +7,067 New
MIM
772
Moseley Investment Management
Florida
$330K +$50.2K +948 +16%
WE
773
Wealth Effects
Massachusetts
$329K -$26.5K -500 -7%
MWM
774
Modern Wealth Management
Kansas
$328K +$64.9K +1,226 +21%
GEM
775
Global Endowment Management
North Carolina
$328K +$79.4K +1,500 +27%
29 30
31
32 33