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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
876
Ignite Planners
California
$467K -$16.4K -379 -3%
BIG
877
Brooklyn Investment Group
New York
$466K +$217K +5,010 +70%
QWM
878
Quaker Wealth Management
New Jersey
$465K +$407K +9,389 +345%
SFFS
879
Stonehage Fleming Financial Services
Jersey
$459K – – –
WA
880
Wilmar Advisors
Florida
$457K +$255K +5,900 +98%
SMH
881
Sanders Morris Harris
Texas
$457K +$7.36K +170 +1%
CPA
882
Capital Performance Advisors
California
$456K +$282K +6,508 +121%
BA
883
Bridgewater Advisors
New York
$456K +$437K +10,100 New
MIA
884
MMBG Investment Advisors
Florida
$456K -$468K -10,806 -48%
EWM
885
Empirical Wealth Management
Washington
$455K -$215K -4,970 -30%
5NPW
886
55 North Private Wealth
Florida
$449K +$322K +7,437 +175%
LWM
887
Lyell Wealth Management
California
$449K -$57.6K -1,331 -10%
SA
888
SAM Advisors
California
$447K – – –
SGCM
889
Sanchez Gaunt Capital Management
Nevada
$446K +$503K +11,609 New
SWP
890
Sagespring Wealth Partners
Tennessee
$445K +$76.9K +1,777 +18%
SIP
891
Snowwater Investment Partners
Connecticut
$444K -$13.6K -315 -3%
SFG
892
SNS Financial Group
Minnesota
$444K +$60.6K +1,400 +14%
OAS
893
Optivise Advisory Services
Tennessee
$444K +$11.3K +260 +2%
GEM
894
Global Endowment Management
North Carolina
$443K – – –
BWM
895
BCS Wealth Management
Tennessee
$443K -$656K -15,155 -57%
SCS
896
Southern Capital Services
Alabama
$441K +$119K +2,755 +32%
PFM
897
Phillips Financial Management
Indiana
$441K -$40.8K -942 -8%
AAG
898
Asset Advisory Group
New Jersey
$441K +$9.31K +215 +2%
SCM
899
Stordahl Capital Management
Colorado
$441K +$3.9K +90 +0.8%
FFA
900
First Foundation Advisors
California
$440K -$447K -10,324 -47%
34 35
36
37 38