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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
751
Chesapeake Capital Corp
Florida
$940K +$941K +14,459 New
I
752
INVST
Indiana
$935K +$98.8K +1,519 +12%
WAM
753
WealthTrust Asset Management
Florida
$926K -$49.4K -760 -5%
OGC
754
Oak Grove Capital
New Hampshire
$926K +$927K +14,250 New
IF
755
IRON Financial
Illinois
$925K +$33.3K +512 +4%
NWMG
756
National Wealth Management Group
Ohio
$924K +$925K +14,221 New
GS
757
GTS Securities
Florida
$924K +$925K +14,220 New
WFA
758
West Financial Advisors
Iowa
$918K +$839K +12,897 +1,050%
BJL
759
Brighton Jones LLC
Washington
$916K +$168K +2,578 +22%
JHC
760
J. Hagan Capital
Kentucky
$913K +$299K +4,593 +49%
RPC
761
Rossmore Private Capital
Connecticut
$910K +$411K +6,325 +82%
YWM
762
Yukon Wealth Management
Kansas
$906K +$94.1K +1,447 +12%
CIAS
763
Capital Investment Advisory Services
North Carolina
$905K +$476K +7,319 +111%
AA
764
Altman Advisors
Illinois
$904K +$5.27K +81 +0.6%
BCM
765
Barometer Capital Management
Ontario, Canada
$904K +$39K +600 +5%
CIA
766
CCM Investment Advisers
South Carolina
$903K – – –
BFM
767
Boothbay Fund Management
New York
$899K -$1.22M -18,740 -58%
NP
768
NorthRock Partners
Minnesota
$898K +$166K +2,554 +23%
SWA
769
Strategies Wealth Advisors
Michigan
$891K +$311K +4,779 +54%
NL
770
NWAM LLC
Washington
$890K +$47.1K +724 +6%
OGF
771
Orin Green Financial
California
$890K +$110K +1,692 +14%
RW
772
RVW Wealth
California
$887K +$85.1K +1,308 +11%
AWM
773
Ameliora Wealth Management
Switzerland
$885K +$176K +2,711 +25%
KCP
774
Kera Capital Partners
California
$883K +$411K +6,326 +87%
SFP
775
Sandbox Financial Partners
Maryland
$882K +$116K +1,782 +15%
29 30
31
32 33