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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
751
Birch Hill Investment Advisors
Massachusetts
$673K – – –
UB
752
UMB Bank
Missouri
$671K -$188K -3,348 -23%
SAM
753
Silvercrest Asset Management
New York
$668K +$71.6K +1,277 +13%
AWM
754
Ameliora Wealth Management
Switzerland
$668K +$119K +2,117 +24%
SFS
755
Sowell Financial Services
Arkansas
$664K +$26.2K +468 +5%
BBHC
756
Brown Brothers Harriman & Co
New York
$664K +$496K +8,857 +446%
SA
757
SAM Advisors
California
$659K – – –
AF
758
Abound Financial
California
$656K +$18.8K +336 +3%
SB
759
Strategic Blueprint
Georgia
$652K -$73.1K -1,305 -11%
DFP
760
Defined Financial Planning
California
$651K +$552K +9,844 New
CGIM
761
Cannon Global Investment Management
Florida
$649K +$594K +10,600 New
CFO
762
Colony Family Offices
North Carolina
$645K – – –
HKIMG
763
Hutchens & Kramer Investment Management Group
Indiana
$645K +$604K +10,776 New
MTWM
764
Masso Torrence Wealth Management
New Jersey
$644K -$21.3K -380 -3%
RCA
765
Ranch Capital Advisors
Florida
$642K -$201K -3,595 -26%
MAM
766
Milestone Asset Management
Pennsylvania
$635K +$51.5K +919 +10%
LIM
767
Leavell Investment Management
Alabama
$635K +$234K +4,174 +67%
SIM
768
Stratos Investment Management
Ohio
$634K +$95.4K +1,703 +20%
TBWA
769
Three Bridge Wealth Advisors
California
$631K +$73.4K +1,310 +15%
BDF
770
Black Diamond Financial
Maryland
$630K – – –
PW
771
Pandora Wealth
Illinois
$628K -$39.2K -700 -6%
AS
772
Akuna Securities
Illinois
$628K +$575K +10,254 New
JHC
773
J. Hagan Capital
Kentucky
$627K +$530K +9,451 New
FCIM
774
Fairview Capital Investment Management
California
$626K – – –
GAA
775
Global Assets Advisory
Florida
$624K -$1.21M -21,614 -67%
29 30
31
32 33