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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Claro Advisors
Massachusetts
$597K -$146K -2,564 -18%
IP
852
Ignite Planners
California
$595K +$351K +6,172 +97%
SFFS
853
Stonehage Fleming Financial Services
Jersey
$593K -$340K -5,990 -33%
HA
854
Hyposwiss Advisors
$591K +$676K +11,900 New
SIP
855
Snowwater Investment Partners
Connecticut
$590K +$675K +11,879 New
HIG
856
Heritage Investment Group
Florida
$589K -$455K -8,017 -40%
MMA
857
Miracle Mile Advisors
California
$587K +$300K +5,283 +81%
PPG
858
Peak Planning Group
Colorado
$584K +$360K +6,339 +117%
MIFH
859
Migdal Insurance & Financial Holdings
Israel
$583K +$193K +3,390 +41%
ACM
860
Advance Capital Management
Michigan
$583K +$131K +2,305 +24%
PTC
861
Philadelphia Trust Company
Pennsylvania
$582K – – –
SMH
862
Sanders Morris Harris
Texas
$582K -$568K -10,006 -46%
AAM
863
Ameraudi Asset Management
New York
$581K – – –
HWP
864
Hibernia Wealth Partners
Louisiana
$580K +$352K +6,195 +113%
SA
865
SAM Advisors
California
$578K +$49.5K +872 +8%
PIMG
866
Patriot Investment Management Group
Tennessee
$575K -$65.5K -1,153 -9%
NAS
867
Nicolet Advisory Services
Wisconsin
$574K +$207K +3,652 +49%
GEM
868
Global Endowment Management
North Carolina
$573K +$237K +4,178 +57%
DWS
869
Discipline Wealth Solutions
South Carolina
$569K +$405K +7,126 +164%
GS
870
GTS Securities
Florida
$569K -$156K -2,753 -19%
CCG
871
Cypress Capital Group
Florida
$568K +$8.52K +150 +1%
SCM
872
Stordahl Capital Management
Colorado
$565K +$62.6K +1,102 +11%
TWM
873
Tradition Wealth Management
Minnesota
$563K +$69.1K +1,217 +12%
OAS
874
Optivise Advisory Services
Tennessee
$561K +$314K +5,535 +96%
SC
875
Scratch Capital
Idaho
$561K +$641K +11,292 New
33 34
35
36 37