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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
926
RMG Wealth Management
Wisconsin
$406K +$285K +6,580 +306%
AW
927
Ankerstar Wealth
Texas
$405K +$408K +9,424 +835%
CFO
928
Colony Family Offices
North Carolina
$405K – – –
HIIFS
929
Harel Insurance Investments & Financial Services
Israel
$404K +$130K +3,011 +40%
MWA
930
Merkkuri Wealth Advisors
New York
$404K +$2.81K +65 +0.6%
MWM
931
Maridea Wealth Management
New York
$403K -$1.41M -32,522 -76%
FWP
932
Flatrock Wealth Partners
California
$401K -$20.5K -473 -4%
CCG
933
Capital CS Group
California
$401K +$451K +10,426 New
TWM
934
Tradition Wealth Management
Minnesota
$400K -$40.6K -938 -8%
GAA
935
Global Assets Advisory
Florida
$400K +$4.33K +100 +1%
ZWA
936
Zinnia Wealth Advisory
Florida
$398K +$94.8K +2,189 +27%
AM
937
Atwater Malick
Pennsylvania
$397K +$55.7K +1,286 +14%
PCG
938
Prosperity Consulting Group
Maryland
$397K +$109K +2,508 +32%
GSIAS
939
Garden State Investment Advisory Services
New Jersey
$397K -$15.9K -368 -3%
7WCP
940
71 West Capital Partners
Massachusetts
$396K +$446K +10,300 New
FRA
941
Frank Rimerman Advisors
California
$394K – – –
KW
942
KWB Wealth
California
$393K -$14.9K -345 -4%
AFA
943
Amicus Financial Advisors
Texas
$389K +$60.8K +1,405 +16%
RGC
944
Roberts, Glore & Co
Illinois
$387K +$436K +10,080 New
PA
945
Pinnacle Associates
New York
$386K +$202K +4,669 +87%
CPCM
946
Cardinal Point Capital Management
Ontario, Canada
$385K +$148K +3,413 +52%
AA
947
Advisory Alpha
Michigan
$385K +$140K +3,238 +48%
4WM
948
4J Wealth Management
Virginia
$384K +$11.9K +276 +3%
RWM
949
Redstone Wealth Management
Oklahoma
$382K +$5.97K +138 +1%
MIM
950
Moseley Investment Management
Florida
$382K +$42.6K +985 +11%
36 37
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