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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
776
Daymark Wealth Partners
Ohio
$498K +$323K +7,941 +113%
PWP
777
Pursue Wealth Partners
California
$497K -$101K -2,474 -14%
BPC
778
Bearing Point Capital
Minnesota
$496K +$606K +14,900 New
SAM
779
Smartleaf Asset Management
Massachusetts
$496K – – –
LAS
780
LWM Advisory Services
Florida
$495K – – –
CAI
781
Capital Advisors Inc
Oklahoma
$491K +$9.97K +245 +2%
CPL
782
CAP Partners LLC
Tennessee
$491K +$19.7K +484 +3%
EWA
783
Encompass Wealth Advisors
Oregon
$490K +$198K +4,857 +49%
NG
784
Norden Group
Utah
$490K -$60.9K -1,498 -9%
CCM
785
Chiron Capital Management
Florida
$488K +$374K +9,201 +169%
WAL
786
W Advisors LLC
Tennessee
$487K +$48.8K +1,200 +9%
OWA
787
Octavia Wealth Advisors
Ohio
$486K +$19.9K +490 +3%
RF
788
Rossby Financial
Florida
$484K -$81 -2 -0%
JPWM
789
Jamison Private Wealth Management
Georgia
$483K +$590K +14,513 New
BCM
790
Bluefin Capital Management
New York
$483K +$590K +14,500 New
MMA
791
Miracle Mile Advisors
California
$482K +$33.6K +825 +6%
HAS
792
HBW Advisory Services
California
$481K +$63.7K +1,567 +12%
ACM
793
Advance Capital Management
Michigan
$480K +$17.1K +421 +3%
CCFM
794
Clear Creek Financial Management
Washington
$477K -$20.2K -496 -3%
SWM
795
Sendero Wealth Management
Texas
$477K +$83.3K +2,049 +17%
IA
796
Insight Advisors
Pennsylvania
$475K -$117K -2,872 -17%
SIA
797
Sage Investment Advisers
New York
$474K – – –
PCA
798
Pallas Capital Advisors
Massachusetts
$473K -$815K -20,028 -59%
HIA
799
Harbor Investment Advisory
Maryland
$472K -$37.5K -922 -6%
CWP
800
CFM Wealth Partners
Texas
$471K -$433K -10,635 -43%
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