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iShares Bitcoin Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
801
Verus Financial Partners
Virginia
$580K +$28K +500 +6%
SHJ
802
Sharkey, Howes & Javer
Colorado
$572K +$524K +9,349 New
EGA
803
Eagle Global Advisors
Texas
$569K – – –
HIMC
804
Heritage Investors Management Corp
Maryland
$569K – – –
GWM
805
Greenwich Wealth Management
Connecticut
$567K +$95.8K +1,710 +23%
FMP
806
Financial Management Professionals
Texas
$563K +$83.3K +1,487 +19%
CCWM
807
Cassaday & Co Wealth Management
Virginia
$562K +$5.6K +100 +1%
SMF
808
Scott Marsh Financial
Utah
$556K +$509K +9,085 New
CGA
809
Crescent Grove Advisors
Illinois
$552K +$505K +9,010 New
LCS
810
Levin Capital Strategies
New York
$548K +$502K +8,958 New
SWA
811
Strategies Wealth Advisors
Michigan
$546K +$248K +4,428 +98%
CA
812
Continuum Advisory
Idaho
$545K +$173K +3,089 +53%
MIA
813
MMBG Investment Advisors
Florida
$543K +$497K +8,872 New
Q
814
QVR
California
$541K +$495K +8,838 New
Raymond James Financial
815
Raymond James Financial
Florida
$541K +$495K +8,834 New
WEG
816
World Equity Group
Illinois
$536K -$5.88K -105 -1%
SW
817
SVB Wealth
Massachusetts
$535K -$1.97M -35,142 -80%
PL
818
Plancorp LLC
Missouri
$531K +$128K +2,293 +36%
AM
819
Atwater Malick
Pennsylvania
$528K +$484K +8,632 New
APW
820
Austin Private Wealth
Texas
$528K -$9.53K -170 -2%
PCA
821
Pallas Capital Advisors
Massachusetts
$527K +$48.3K +862 +11%
RWA
822
Redhawk Wealth Advisors
Minnesota
$523K -$385K -6,863 -45%
NW
823
Naviter Wealth
Arkansas
$522K +$121K +2,168 +34%
SFS
824
Solitude Financial Services
Virginia
$520K +$129K +2,298 +37%
CCM
825
Crew Capital Management
Ohio
$520K +$476K +8,499 New