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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
951
CJM Wealth Advisers
Virginia
$329K +$41.2K +1,014 +11%
CC
952
Citrine Capital
California
$328K +$28.2K +694 +8%
GS
953
GWN Securities
Florida
$327K -$31.2K -767 -7%
MFG
954
Mission Financial Group
Nevada
$326K +$399K +9,803 New
FP
955
Fiduciary Planning
Florida
$326K – – –
GSWM
956
Golden State Wealth Management
California
$325K +$83.5K +2,052 +27%
ECA
957
Elevate Capital Advisors
Colorado
$324K -$1.03M -25,327 -72%
RFA
958
Resurgent Financial Advisors
Georgia
$322K -$376K -9,235 -49%
PCG
959
Prosperity Consulting Group
Maryland
$322K -$27.3K -671 -6%
DJSG
960
D.J. St. Germain
Massachusetts
$321K – – –
RWP
961
Reliant Wealth Planning
Kentucky
$321K +$392K +9,638 New
CCG
962
Coastwise Capital Group
California
$320K +$391K +9,616 New
JC
963
JB Capital
Connecticut
$320K +$4.27K +105 +1%
CFA
964
Capstone Financial Advisors
Illinois
$320K +$12.2K +300 +3%
PWM
965
Puff Wealth Management
New Jersey
$319K +$389K +9,575 New
ZWA
966
Zinnia Wealth Advisory
Florida
$318K -$32.2K -792 -8%
AFA
967
Amicus Financial Advisors
Texas
$318K -$24K -589 -6%
RPGK
968
Retirement Planning Group (Kansas)
Kansas
$317K -$132K -3,250 -25%
NCM
969
Narwhal Capital Management
Georgia
$317K +$387K +9,521 New
BCA
970
Bitterroot Capital Advisors
Montana
$316K – – –
MCM
971
Mainstream Capital Management
California
$316K +$49.2K +1,210 +15%
PWA
972
PCG Wealth Advisors
Kansas
$316K -$72.4K -1,779 -16%
AFS
973
AFG Fiduciary Services
Massachusetts
$314K -$164K -4,033 -31%
BFO
974
Biltmore Family Office
North Carolina
$314K +$7.69K +189 +2%
CCP
975
Cushing Capital Partners
Wisconsin
$314K +$24.6K +604 +7%
37 38
39
40 41