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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
926
Cedar Mountain Advisors
Oregon
$125K +$46.5K +985 +72%
HCM
927
Hollencrest Capital Management
California
$124K +$45.8K +970 +71%
NSIM
928
North Star Investment Management
Illinois
$124K +$20.2K +428 +23%
NRG
929
Nemes Rush Group
Michigan
$121K +$22.2K +470 +26%
GWP
930
Gen-Wealth Partners
Michigan
$120K – – –
BHWM
931
Beaird Harris Wealth Management
Texas
$117K +$236 +5 +0.2%
WT
932
Whittier Trust
California
$117K +$83.1K +1,760 +391%
GEA
933
Glen Eagle Advisors
New Jersey
$116K +$16.4K +347 +19%
HFS
934
Hantz Financial Services
Michigan
$115K +$1.46K +31 +1%
GWSA
935
Global Wealth Strategies & Associates
Colorado
$115K -$5.76K -122 -5%
CAM
936
Chesapeake Asset Management
New York
$114K +$102K +2,151 New
N
937
Natixis
France
$113K +$103K +2,177 New
GJIA
938
Glass Jacobson Investment Advisors
Maryland
$112K +$49.6K +1,050 +99%
EBA
939
Eagle Bay Advisors
New York
$110K -$6.09K -129 -6%
KIM
940
Kestra Investment Management
Texas
$110K +$98.1K +2,077 New
UB
941
UMB Bank
Missouri
$109K +$4.44K +94 +5%
FF
942
Friedenthal Financial
New Jersey
$106K -$48.6K -1,029 -34%
BBHC
943
Brown Brothers Harriman & Co
New York
$105K – – –
WWP
944
WR Wealth Planners
Missouri
$105K +$36.3K +768 +64%
TWC
945
TD Waterhouse Canada
Ontario, Canada
$103K -$2.83K -60 -3%
GPFA
946
Game Plan Financial Advisors
Ohio
$102K +$76.5K +1,620 +540%
VWM
947
Vermillion Wealth Management
Minnesota
$102K +$91K +1,928 New
BWL
948
Bogart Wealth LLC
Virginia
$102K -$18.4K -390 -17%
CFS
949
Compass Financial Services
Iowa
$96.9K +$86.3K +1,827 New
LWANC
950
Laurel Wealth Advisors (North Carolina)
North Carolina
$96.6K – – –
36 37
38
39 40