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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Continuum Advisory
Idaho
$643K +$64.1K +985 +11%
AWP
877
Astra Wealth Partners
New Jersey
$643K +$643K +9,888 New
SW
878
SVB Wealth
Massachusetts
$642K +$73.6K +1,131 +13%
HAS
879
HBW Advisory Services
California
$630K +$250K +3,846 +66%
BWM
880
BCS Wealth Management
Tennessee
$626K +$356K +5,478 +132%
HCMT
881
Highland Capital Management (Tennessee)
Tennessee
$624K +$332K +5,100 +113%
OC
882
Oakworth Capital
Alabama
$619K +$201K +3,097 +48%
DE
883
Diversified Enterprises
Delaware
$616K +$178K +2,735 +41%
BDF
884
Black Diamond Financial
Maryland
$614K -$54.8K -843 -8%
RPWA
885
Regent Peak Wealth Advisors
Georgia
$614K +$614K +9,443 New
ACM
886
Advance Capital Management
Michigan
$613K +$223K +3,435 +57%
BA
887
Ballew Advisors
Mississippi
$610K +$150K +2,302 +32%
AWA
888
Acorn Wealth Advisors
Michigan
$607K +$369K +5,669 +154%
HIMC
889
Heritage Investors Management Corp
Maryland
$604K – – –
CWM
890
Cornerstone Wealth Management
Missouri
$603K +$218K +3,348 +56%
GA
891
GSG Advisors
New Jersey
$601K +$93.1K +1,432 +19%
IPWA
892
International Private Wealth Advisors
California
$600K +$302K +4,636 +101%
PIWA
893
Prevail Innovative Wealth Advisors
Kansas
$597K +$598K +9,186 New
WGC
894
Watts Gwilliam & Co
Arizona
$597K +$4.1K +63 +0.7%
GWM
895
Greenwich Wealth Management
Connecticut
$596K -$5.92K -91 -1%
BPAMU
896
BTG Pactual Asset Management US
New York
$592K +$592K +9,105 New
TFA
897
Teamwork Financial Advisors
Texas
$591K -$16.5M -253,178 -97%
AM
898
Atwater Malick
Pennsylvania
$589K +$28.2K +434 +5%
VC
899
Vicus Capital
Pennsylvania
$588K +$336K +5,159 +133%
JLBC
900
J.L. Bainbridge & Co
Florida
$585K +$199K +3,064 +52%
34 35
36
37 38