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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
851
Sandbox Financial Partners
Maryland
$494K -$42.3K -976 -7%
CFS
852
Commonwealth Financial Services
West Virginia
$493K -$26.2K -605 -4%
OWP
853
ORG Wealth Partners
Texas
$492K +$295K +6,817 +114%
RPGK
854
Retirement Planning Group (Kansas)
Kansas
$491K +$10.6K +245 +2%
GSAM
855
Grant Street Asset Management
Pennsylvania
$491K -$35.4K -817 -6%
HWP
856
Hibernia Wealth Partners
Louisiana
$488K +$44.4K +1,026 +9%
GFG
857
GR Financial Group
Arizona
$482K -$1.25M -28,820 -70%
BCP
858
Blackhawk Capital Partners
Wisconsin
$477K – – –
PWP
859
Principle Wealth Partners
Connecticut
$476K +$77.6K +1,793 +17%
MWML
860
M Wealth Management LLC
California
$475K +$536K +12,373 New
APWA
861
Atlas Private Wealth Advisors
New Jersey
$474K +$61.7K +1,426 +13%
4A
862
4Wealth Advisors
Illinois
$473K +$198K +4,567 +57%
BA
863
Ballew Advisors
Mississippi
$473K +$49.6K +1,145 +11%
SWM
864
Sendero Wealth Management
Texas
$472K +$532K +12,291 New
BFWA
865
Benchmark Financial Wealth Advisors
Florida
$472K +$77.1K +1,780 +17%
BBPWM
866
Blue Bell Private Wealth Management
Pennsylvania
$472K -$17.5K -405 -3%
EAP
867
Elevation Advisory Partners
Florida
$472K +$403K +9,319 New
HA
868
Hyposwiss Advisors
$470K +$14.3K +330 +3%
MFA
869
Mayflower Financial Advisors
Massachusetts
$470K +$69.6K +1,607 +15%
LCM
870
Lazari Capital Management
California
$468K +$54.6K +1,262 +12%
DE
871
Diversified Enterprises
Delaware
$468K – – –
IP
872
Ignite Planners
California
$467K -$16.4K -379 -3%
BIG
873
Brooklyn Investment Group
New York
$466K +$217K +5,010 +70%
QWM
874
Quaker Wealth Management
New Jersey
$465K +$407K +9,389 +345%
SFFS
875
Stonehage Fleming Financial Services
Jersey
$459K – – –
33 34
35
36 37