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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
826
Lyell Wealth Management
California
$646K +$169K +2,972 +30%
BWM
827
BlackDiamond Wealth Management
New York
$643K -$69.9K -1,231 -7%
TWG
828
The Wealth Group
Minnesota
$642K +$371K +6,530 +102%
TDC
829
Thompson Davis & Co
Virginia
$642K -$148K -2,600 -17%
MWM
830
Mosley Wealth Management
California
$641K +$520K +9,155 New
BFM
831
Brooklands Fund Management
United Kingdom
$641K +$767K +13,500 New
FCIM
832
Fairview Capital Investment Management
California
$640K -$21.3K -375 -3%
AC
833
Aristeia Capital
Connecticut
$636K -$17.6M -310,098 -96%
AC
834
Apella Capital
Connecticut
$633K +$89.9K +1,583 +14%
CNWM
835
Clay Northam Wealth Management
California
$633K – – –
CLIP
836
Colter Lewis Investment Partners
Connecticut
$633K +$724K +12,743 New
CPL
837
CAP Partners LLC
Tennessee
$632K +$14.9K +263 +2%
SAM
838
Smartleaf Asset Management
Massachusetts
$631K +$154K +2,703 +27%
WCFA
839
Walkner Condon Financial Advisors
Wisconsin
$631K -$3.86K -68 -0.5%
FF
840
Fortitude Financial
Washington
$631K +$722K +12,705 New
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$630K +$315K +5,541 +78%
CWP
842
Cyndeo Wealth Partners
Florida
$630K +$721K +12,683 New
MW
843
Maia Wealth
Colorado
$627K -$60.3K -1,062 -6%
EAM
844
Evanson Asset Management
California
$625K +$63.7K +1,122 +10%
RPGK
845
Retirement Planning Group (Kansas)
Kansas
$623K +$148K +2,606 +26%
CA
846
Cambridge Associates
Massachusetts
$622K +$712K +12,531 New
GWM
847
Geneos Wealth Management
Colorado
$619K +$215K +3,780 +43%
PFM
848
Phillips Financial Management
Indiana
$617K +$130K +2,283 +23%
BCP
849
Blackhawk Capital Partners
Wisconsin
$617K -$29.1K -512 -4%
JPLA
850
Joseph P. Lucia & Associates
New York
$610K +$195K +3,424 +39%
32 33
34
35 36