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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
851
Dock Street Asset Management
Florida
$467K – – –
GC
852
Gilbert & Cook
Iowa
$467K +$151K +2,691 +54%
ML
853
McAdam LLC
Pennsylvania
$465K +$17.4K +311 +4%
CB
854
Cadence Bank
Mississippi
$465K +$425K +7,591 New
MIM
855
Moseley Investment Management
Florida
$464K +$29.5K +527 +7%
BFWA
856
Benchmark Financial Wealth Advisors
Florida
$464K +$425K +7,580 New
GA
857
GSG Advisors
New Jersey
$464K +$10.1K +180 +2%
SC
858
SouthState Corp
Florida
$463K +$65.6K +1,170 +18%
WPA
859
Wealth Preservation Advisors
Tennessee
$460K +$25.5K +455 +6%
MIM
860
Meixler Investment Management
Arizona
$459K -$2.41K -43 -0.6%
OWM
861
OneAscent Wealth Management
Alabama
$459K +$420K +7,497 New
EWA
862
Encompass Wealth Advisors
Oregon
$459K +$54.1K +965 +15%
EFG
863
Everhart Financial Group
Ohio
$458K +$14.1K +252 +3%
OAS
864
Optivise Advisory Services
Tennessee
$458K -$1.29K -23 -0.3%
FHC
865
First Heartland Consultants
Missouri
$457K +$95.3K +1,700 +29%
SCM
866
Stordahl Capital Management
Colorado
$454K +$60.4K +1,078 +17%
SIC
867
SJS Investment Consulting
Ohio
$454K +$6.56K +117 +2%
ACM
868
Armbruster Capital Management
New York
$453K – – –
MFA
869
Millington Financial Advisors
Illinois
$452K – – –
GEM
870
Global Endowment Management
North Carolina
$451K +$20.3K +363 +5%
GSWM
871
Golden State Wealth Management
California
$450K -$135K -2,405 -25%
BA
872
Ballew Advisors
Mississippi
$450K +$33.7K +601 +9%
LWM
873
Laidlaw Wealth Management
New York
$450K +$412K +7,355 New
FCM
874
Fire Capital Management
California
$445K – – –
KCP
875
Kera Capital Partners
California
$445K +$88.1K +1,572 +28%
33 34
35
36 37