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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
901
Verdence Capital Advisors
Maryland
$234K -$14.7K -278 -5%
LI
902
LRI Investments
Florida
$234K – – –
PWM
903
Provident Wealth Management
Tennessee
$234K – – –
VCM
904
Vivaldi Capital Management
Illinois
$233K -$39K -737 -13%
SEIA
905
Signature Estate & Investment Advisors
California
$233K +$13.2K +249 +5%
LAM
906
L2 Asset Management
Massachusetts
$233K +$263K +4,968 New
SWM
907
SFG Wealth Management
Maryland
$232K +$27.9K +527 +12%
GC
908
Gilbert & Cook
Iowa
$231K -$578K -10,922 -69%
CIC
909
Cutler Investment Counsel
Oregon
$231K +$42.2K +798 +19%
MFA
910
Mayflower Financial Advisors
Massachusetts
$231K +$261K +4,932 New
RCM
911
Regency Capital Management
Hawaii
$231K -$270K -5,100 -51%
NF
912
NavPoint Financial
Minnesota
$231K +$261K +4,927 New
OMIC
913
Old Mission Investment Co
Michigan
$228K +$257K +4,862 New
RWM
914
Ritholtz Wealth Management
New York
$227K +$257K +4,860 New
FC
915
Fusion Capital
South Carolina
$227K +$257K +4,850 New
RCA
916
Riverview Capital Advisers
Massachusetts
$226K – – –
CG
917
CFO4Life Group
Texas
$225K +$53.8K +1,016 +27%
SYBT
918
Stock Yards Bank & Trust
Kentucky
$225K +$254K +4,804 New
EBA
919
Eagle Bay Advisors
New York
$224K +$144K +2,711 +130%
FHA
920
First Horizon Advisors
Tennessee
$223K – – –
IFWM
921
Institute for Wealth Management
Colorado
$223K +$252K +4,756 New
TIM
922
Tortoise Investment Management
New York
$223K +$181K +3,425 +258%
FFM
923
Forum Financial Management
Illinois
$222K +$251K +4,747 New
JAFL
924
Jay A. Fishman Ltd
Michigan
$222K -$21.2K -400 -8%
LCM
925
Lazari Capital Management
California
$220K +$249K +4,694 New
35 36
37
38 39