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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
926
Frank Rimerman Advisors
California
$342K – – –
GSIAS
927
Garden State Investment Advisory Services
New Jersey
$341K -$3.46K -85 -0.8%
VC
928
Vicus Capital
Pennsylvania
$340K +$27.9K +685 +7%
VIP
929
Vista Investment Partners
Oklahoma
$339K +$116K +2,845 +39%
SRC
930
Sage Rhino Capital
California
$338K +$42.7K +1,050 +12%
BW
931
Balance Wealth
Ohio
$338K +$413K +10,141 New
CPA
932
Cathy Pareto & Associates
Florida
$336K +$25.5K +627 +7%
SEIA
933
Signature Estate & Investment Advisors
California
$336K -$840K -20,650 -67%
FHC
934
First Heartland Consultants
Missouri
$336K +$24.7K +606 +6%
SFG
935
Sunburst Financial Group
Alabama
$336K +$49.7K +1,222 +14%
TWPM
936
Total Wealth Planning & Management
Florida
$334K +$408K +10,042 New
KIA
937
KCM Investment Advisors
California
$334K +$44.3K +1,090 +12%
FCCM
938
First City Capital Management
Georgia
$334K +$175K +4,300 +75%
CH
939
Canton Hathaway
Rhode Island
$333K -$159K -3,900 -28%
4WM
940
4J Wealth Management
Virginia
$333K – – –
SEP
941
Signature Equity Partners
Ohio
$333K +$25.6K +629 +7%
OFO
942
OneAscent Family Office
Alabama
$330K +$183K +4,500 +83%
CWA
943
CJM Wealth Advisers
Virginia
$329K +$41.2K +1,014 +11%
CC
944
Citrine Capital
California
$328K +$28.2K +694 +8%
GS
945
GWN Securities
Florida
$327K -$31.2K -767 -7%
MFG
946
Mission Financial Group
Nevada
$326K +$399K +9,803 New
FP
947
Fiduciary Planning
Florida
$326K – – –
GSWM
948
Golden State Wealth Management
California
$325K +$83.5K +2,052 +27%
ECA
949
Elevate Capital Advisors
Colorado
$324K -$1.03M -25,327 -72%
RFA
950
Resurgent Financial Advisors
Georgia
$322K -$376K -9,235 -49%
36 37
38
39 40