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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Advisornet Financial
Minnesota
$679K +$253K +4,516 +69%
BHIA
752
Birch Hill Investment Advisors
Massachusetts
$673K – – –
UB
753
UMB Bank
Missouri
$671K -$188K -3,348 -23%
SAM
754
Silvercrest Asset Management
New York
$668K +$71.6K +1,277 +13%
AWM
755
Ameliora Wealth Management
Switzerland
$668K +$119K +2,117 +24%
SFS
756
Sowell Financial Services
Arkansas
$664K +$26.2K +468 +5%
BBHC
757
Brown Brothers Harriman & Co
New York
$664K +$496K +8,857 +446%
SA
758
SAM Advisors
California
$659K – – –
AF
759
Abound Financial
California
$656K +$18.8K +336 +3%
SB
760
Strategic Blueprint
Georgia
$652K -$73.1K -1,305 -11%
DFP
761
Defined Financial Planning
California
$651K +$552K +9,844 New
CGIM
762
Cannon Global Investment Management
Florida
$649K +$594K +10,600 New
CFO
763
Colony Family Offices
North Carolina
$645K – – –
HKIMG
764
Hutchens & Kramer Investment Management Group
Indiana
$645K +$604K +10,776 New
MTWM
765
Masso Torrence Wealth Management
New Jersey
$644K -$21.3K -380 -3%
RCA
766
Ranch Capital Advisors
Florida
$642K -$201K -3,595 -26%
MAM
767
Milestone Asset Management
Pennsylvania
$635K +$51.5K +919 +10%
LIM
768
Leavell Investment Management
Alabama
$635K +$234K +4,174 +67%
SIM
769
Stratos Investment Management
Ohio
$634K +$95.4K +1,703 +20%
TBWA
770
Three Bridge Wealth Advisors
California
$631K +$73.4K +1,310 +15%
BDF
771
Black Diamond Financial
Maryland
$630K – – –
PW
772
Pandora Wealth
Illinois
$628K -$39.2K -700 -6%
AS
773
Akuna Securities
Illinois
$628K +$575K +10,254 New
JHC
774
J. Hagan Capital
Kentucky
$627K +$530K +9,451 New
FCIM
775
Fairview Capital Investment Management
California
$626K – – –
29 30
31
32 33