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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
901
LaSalle St. Investment Advisors
Illinois
$528K -$824K -14,498 -58%
MFA
902
Mayflower Financial Advisors
Massachusetts
$527K +$180K +3,166 +42%
CGIM
903
Cannon Global Investment Management
Florida
$526K -$28.4K -500 -5%
RCA
904
Ranch Capital Advisors
Florida
$526K +$7.5K +132 +1%
WPA
905
WIT Partners Advisory
Singapore
$526K – – –
PWP
906
Principle Wealth Partners
Connecticut
$526K +$601K +10,587 New
SIA
907
Soltis Investment Advisors
Utah
$524K +$350K +6,158 +140%
AWM
908
Avaii Wealth Management
Wisconsin
$524K -$630K -11,092 -51%
CFO
909
Colony Family Offices
North Carolina
$524K – – –
BFWA
910
Benchmark Financial Wealth Advisors
Florida
$522K +$110K +1,931 +23%
GGS
911
Galvin Gaustad & Stein
Arizona
$521K -$107K -1,882 -15%
MWAM
912
Manhattan West Asset Management
California
$521K – – –
CFS
913
Coordinated Financial Services
Colorado
$519K +$29.8K +525 +5%
MWA
914
Merkkuri Wealth Advisors
New York
$519K +$97.1K +1,710 +20%
ACI
915
Alpha Cubed Investments
California
$518K -$770K -13,550 -57%
GAM
916
Gemmer Asset Management
California
$517K -$842K -14,821 -59%
AWA
917
Acorn Wealth Advisors
Michigan
$517K +$61K +1,074 +11%
CB
918
Cadence Bank
Mississippi
$517K -$460K -8,095 -44%
CPA
919
Cathy Pareto & Associates
Florida
$513K +$398K +7,000 +210%
FAM
920
Flaharty Asset Management
Florida
$512K +$336K +5,914 +134%
GAA
921
Global Assets Advisory
Florida
$512K -$852 -15 -0.1%
TBWA
922
Three Bridge Wealth Advisors
California
$512K – – –
HAS
923
HBW Advisory Services
California
$511K +$34K +599 +6%
CFG
924
Capital Financial Group
Colorado
$509K +$583K +10,261 New
PW
925
Pandora Wealth
Illinois
$509K – – –
35 36
37
38 39