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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
876
Asset Advisory Group
New Jersey
$559K +$640K +11,259 New
BA
877
Ballew Advisors
Mississippi
$558K +$49.6K +873 +9%
CA
878
Continuum Advisory
Idaho
$557K +$75.5K +1,329 +13%
OCM
879
One Capital Management
California
$553K +$67.3K +1,185 +12%
FS
880
Ferguson Shapiro
Georgia
$551K – – –
LWMI
881
Legacy Wealth Management (Idaho)
Idaho
$548K -$18.8K -331 -3%
WCP
882
Wick Capital Partners
Pennsylvania
$546K +$229K +4,029 +58%
SCM
883
Spreng Capital Management
Ohio
$546K -$245K -4,320 -28%
BHIA
884
Birch Hill Investment Advisors
Massachusetts
$546K – – –
CCC
885
Chesapeake Capital Corp
Florida
$544K -$199K -3,497 -24%
SIM
886
Stratos Investment Management
Ohio
$544K +$154K +2,707 +33%
SWM
887
Spire Wealth Management
Virginia
$543K -$4.96M -87,272 -89%
LCM
888
Lazari Capital Management
California
$542K +$321K +5,644 +107%
FWP
889
Flatrock Wealth Partners
California
$542K +$621K +10,923 New
APWA
890
Atlas Private Wealth Advisors
New Jersey
$541K +$48.3K +850 +8%
FH
891
FWG Holdings
Florida
$539K -$978K -17,214 -60%
AWM
892
Alterna Wealth Management
Texas
$539K +$38.3K +675 +7%
GAM
893
Gotham Asset Management
New York
$539K +$616K +10,849 New
NRC
894
New Republic Capital
North Carolina
$537K +$37.7K +663 +7%
OWMIAS
895
One Wealth Management Investment & Advisory Services
Florida
$535K +$355K +6,248 +138%
GSIAS
896
Garden State Investment Advisory Services
New Jersey
$531K -$289K -5,087 -32%
LSIA
897
LaSalle St. Investment Advisors
Illinois
$528K -$824K -14,498 -58%
MFA
898
Mayflower Financial Advisors
Massachusetts
$527K +$180K +3,166 +42%
CGIM
899
Cannon Global Investment Management
Florida
$526K -$28.4K -500 -5%
RCA
900
Ranch Capital Advisors
Florida
$526K +$7.5K +132 +1%
34 35
36
37 38