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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
CCM Investment Advisers
South Carolina
$689K – – –
GWM
802
Global Wealth Management
New Jersey
$688K +$787K +13,851 New
RW
803
RVW Wealth
California
$687K +$11.1K +195 +1%
OP
804
ORG Partners
Indiana
$687K -$49.8K -876 -6%
NWMG
805
National Wealth Management Group
Ohio
$686K -$22.6K -398 -3%
SFP
806
Sandbox Financial Partners
Maryland
$686K +$14.4K +254 +2%
CWM
807
Curtis Wealth Management
Nevada
$686K +$785K +13,818 New
FFO
808
Fortitude Family Office
Arizona
$682K +$473K +8,334 +154%
FMWA
809
Forvis Mazars Wealth Advisors
Missouri
$676K +$93.5K +1,646 +14%
GSAM
810
Grant Street Asset Management
Pennsylvania
$675K +$7.04K +124 +0.9%
HSA
811
HBK Sorce Advisory
Pennsylvania
$675K -$109K -1,912 -10%
NFS
812
NewCorp Financial Services
Georgia
$668K +$765K +13,462 New
CFS
813
Commonwealth Financial Services
West Virginia
$668K +$38.3K +675 +5%
OC
814
Oarsman Capital
Wisconsin
$666K +$44.5K +784 +6%
VCP
815
Verus Capital Partners
Arizona
$666K +$139K +2,455 +22%
AWM
816
Avondale Wealth Management
Texas
$665K +$45.4K +800 +6%
GWM
817
Greenline Wealth Management
Florida
$665K +$760K +13,385 New
RIS
818
Richmond Investment Services
Wisconsin
$664K +$74K +1,302 +11%
CP
819
Camelot Portfolios
Ohio
$664K +$759K +13,366 New
BSG
820
Black Swift Group
Colorado
$660K -$355K -6,250 -32%
SKK
821
Shepherd Kaplan Krochuk
Massachusetts
$660K +$4.09K +72 +0.5%
IA
822
IFG Advisory
Georgia
$658K +$122K +2,149 +19%
AV
823
Aspiring Ventures
Ohio
$658K +$390K +6,872 +108%
ACM
824
Avalon Capital Management
California
$656K +$751K +13,219 New
CWM
825
Cornerstone Wealth Management
Missouri
$646K +$212K +3,733 +40%
31 32
33
34 35