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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
ClientFirst Wealth Management
Arkansas
$789K -$64.2K -1,130 -7%
PFS
752
Prospera Financial Services
Texas
$787K +$649K +11,431 +258%
WTC
753
WhitTier Trust Company
Nevada
$784K +$321K +5,650 +61%
CRCM
754
Crystal Rock Capital Management
Illinois
$783K -$78.1K -1,375 -8%
ML
755
McAdam LLC
Pennsylvania
$779K +$386K +6,799 +77%
OCM
756
Osbon Capital Management
Massachusetts
$775K +$886K +15,599 New
KCA
757
Kastel Capital Advisors
Massachusetts
$773K +$885K +15,577 New
FI
758
Finivi Inc
Massachusetts
$772K +$883K +15,543 New
AIM
759
Archer Investment Management
Texas
$771K +$882K +15,530 New
MT
760
Midwest Trust
Kansas
$766K +$689K +12,122 +367%
FFM
761
Forum Financial Management
Illinois
$766K +$427K +7,519 +95%
KCP
762
Kera Capital Partners
California
$765K +$143K +2,524 +19%
IA
763
Insight Advisors
Pennsylvania
$765K -$27K -476 -3%
HIP
764
HUB Investment Partners
Texas
$763K -$68.8K -1,211 -7%
SB
765
SIG Brokerage
New York
$761K -$5.11M -89,944 -85%
HKIMG
766
Hutchens & Kramer Investment Management Group
Indiana
$759K +$26.7K +470 +3%
DT
767
Diversified Trust
Tennessee
$757K -$404K -7,106 -32%
AWA
768
A4 Wealth Advisors
North Carolina
$756K +$492K +8,658 +132%
BTWM
769
Baker Tilly Wealth Management
Wisconsin
$754K +$863K +15,193 New
CCP
770
Cassia Capital Partners
North Carolina
$752K +$532K +9,365 +162%
MWM
771
Modera Wealth Management
New Jersey
$751K -$248K -4,357 -22%
BFG
772
Beacon Financial Group
Texas
$751K -$41.9K -737 -5%
JDLA
773
J. Derek Lewis & Associates
California
$747K +$855K +15,052 New
LAS
774
LWM Advisory Services
Florida
$747K +$9.32K +164 +1%
FMP
775
Financial Management Professionals
Texas
$746K +$17K +300 +2%
29 30
31
32 33