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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
926
One Capital Management
California
$347K – – –
P
927
Palladiem
Pennsylvania
$346K -$65.1K -1,600 -13%
MFA
928
Millington Financial Advisors
Illinois
$346K -$41 -1 -0%
TCIIS
929
TIAA-CREF Individual & Institutional Services
New York
$345K -$22K -542 -5%
TWM
930
Tradition Wealth Management
Minnesota
$344K -$2.69K -66 -0.6%
AM
931
Atwater Malick
Pennsylvania
$344K – – –
RGC
932
Roberts, Glore & Co
Illinois
$344K +$9.84K +242 +2%
RWM
933
RMG Wealth Management
Wisconsin
$342K +$32.7K +803 +9%
FRA
934
Frank Rimerman Advisors
California
$342K – – –
GSIAS
935
Garden State Investment Advisory Services
New Jersey
$341K -$3.46K -85 -0.8%
VC
936
Vicus Capital
Pennsylvania
$340K +$27.9K +685 +7%
VIP
937
Vista Investment Partners
Oklahoma
$339K +$116K +2,845 +39%
SRC
938
Sage Rhino Capital
California
$338K +$42.7K +1,050 +12%
BW
939
Balance Wealth
Ohio
$338K +$413K +10,141 New
CPA
940
Cathy Pareto & Associates
Florida
$336K +$25.5K +627 +7%
SEIA
941
Signature Estate & Investment Advisors
California
$336K -$840K -20,650 -67%
FHC
942
First Heartland Consultants
Missouri
$336K +$24.7K +606 +6%
SFG
943
Sunburst Financial Group
Alabama
$336K +$49.7K +1,222 +14%
TWPM
944
Total Wealth Planning & Management
Florida
$334K +$408K +10,042 New
KIA
945
KCM Investment Advisors
California
$334K +$44.3K +1,090 +12%
FCCM
946
First City Capital Management
Georgia
$334K +$175K +4,300 +75%
CH
947
Canton Hathaway
Rhode Island
$333K -$159K -3,900 -28%
4WM
948
4J Wealth Management
Virginia
$333K – – –
SEP
949
Signature Equity Partners
Ohio
$333K +$25.6K +629 +7%
OFO
950
OneAscent Family Office
Alabama
$330K +$183K +4,500 +83%
36 37
38
39 40