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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
876
Wilmar Advisors
Florida
$457K +$255K +5,900 +98%
SMH
877
Sanders Morris Harris
Texas
$457K +$7.36K +170 +1%
CPA
878
Capital Performance Advisors
California
$456K +$282K +6,508 +121%
BA
879
Bridgewater Advisors
New York
$456K +$437K +10,100 New
MIA
880
MMBG Investment Advisors
Florida
$456K -$468K -10,806 -48%
EWM
881
Empirical Wealth Management
Washington
$455K -$215K -4,970 -30%
5NPW
882
55 North Private Wealth
Florida
$449K +$322K +7,437 +175%
LWM
883
Lyell Wealth Management
California
$449K -$57.6K -1,331 -10%
SA
884
SAM Advisors
California
$447K – – –
SGCM
885
Sanchez Gaunt Capital Management
Nevada
$446K +$503K +11,609 New
SWP
886
Sagespring Wealth Partners
Tennessee
$445K +$76.9K +1,777 +18%
SIP
887
Snowwater Investment Partners
Connecticut
$444K -$13.6K -315 -3%
SFG
888
SNS Financial Group
Minnesota
$444K +$60.6K +1,400 +14%
OAS
889
Optivise Advisory Services
Tennessee
$444K +$11.3K +260 +2%
GEM
890
Global Endowment Management
North Carolina
$443K – – –
BWM
891
BCS Wealth Management
Tennessee
$443K -$656K -15,155 -57%
SCS
892
Southern Capital Services
Alabama
$441K +$119K +2,755 +32%
PFM
893
Phillips Financial Management
Indiana
$441K -$40.8K -942 -8%
AAG
894
Asset Advisory Group
New Jersey
$441K +$9.31K +215 +2%
SCM
895
Stordahl Capital Management
Colorado
$441K +$3.9K +90 +0.8%
FFA
896
First Foundation Advisors
California
$440K -$447K -10,324 -47%
PIMG
897
Patriot Investment Management Group
Tennessee
$440K -$5.07K -117 -1%
CCG
898
Cypress Capital Group
Florida
$440K – – –
SL
899
Summitry LLC
California
$440K +$496K +11,450 New
CA
900
Continuum Advisory
Idaho
$436K +$5.11K +118 +1%
34 35
36
37 38