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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
876
Beacon Financial Advisory
Ohio
$248K +$43.4K +819 +18%
SPWM
877
Schrum Private Wealth Management
Florida
$247K +$280K +5,283 New
CAM
878
Claret Asset Management
Quebec, Canada
$247K -$279K -5,275 Closed
FSA
879
Financial Security Advisor
Virginia
$246K – – –
SL
880
Sentry LLC
Tennessee
$245K +$277K +5,235 New
WJWM
881
Williams Jones Wealth Management
New York
$245K +$277K +5,225 New
CWM
882
Circle Wealth Management
New Jersey
$245K +$4.71K +89 +2%
PWA
883
Primoris Wealth Advisors
Florida
$244K +$2.59K +49 +0.9%
FC
884
Franchise Capital
Cayman Islands
$244K -$4.72M -89,145 -94%
PGAM
885
Princeton Global Asset Management
New Jersey
$244K +$20.4K +385 +8%
SWC
886
Spectrum Wealth Counsel
Indiana
$242K -$12.6K -238 -4%
SFC
887
Swisher Financial Concepts
Ohio
$241K +$273K +5,150 New
FTWA
888
Fifth Third Wealth Advisors
Ohio
$241K +$272K +5,138 New
FCP
889
Fidelis Capital Partners
Florida
$240K +$235K +4,430 New
SOS
890
Silver Oak Securities
Tennessee
$240K +$268K +5,054 New
CIC
891
Carnegie Investment Counsel
Ohio
$240K +$287K +5,427 New
MWM
892
Meridian Wealth Management
Kentucky
$239K +$47.8K +902 +21%
CWM
893
Cornerstone Wealth Management
Missouri
$239K +$270K +5,109 New
HI
894
Hoey Investments
Pennsylvania
$238K +$26.5K +500 +11%
AA
895
Aire Advisors
California
$238K +$269K +5,075 New
LSPW
896
Lake Street Private Wealth
Illinois
$237K +$27.2K +513 +11%
SFGP
897
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$235K +$23.8K +450 +10%
AA
898
Ancora Advisors
Ohio
$234K +$90.6K +1,712 +52%
VCA
899
Verdence Capital Advisors
Maryland
$234K -$14.7K -278 -5%
LI
900
LRI Investments
Florida
$234K – – –
34 35
36
37 38