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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
951
Luminist Capital
Michigan
$95.7K +$85.2K +1,804 New
VNA
952
Valley National Advisers
Pennsylvania
$94K +$55.4K +1,173 +191%
HI
953
Harbour Investments
Wisconsin
$93.8K +$79.2K +1,677 +1,823%
VC
954
Vestor Capital
Illinois
$93K +$83.2K +1,762 New
AT
955
Arlington Trust
Alabama
$90.2K +$68.5K +1,450 +580%
HCM
956
Horrell Capital Management
Arkansas
$90K +$32.2K +681 +67%
AWM
957
Accredited Wealth Management
Kentucky
$87K +$77.4K +1,640 New
OCM
958
Osterweis Capital Management
California
$87K – – –
ITIM
959
Indiana Trust & Investment Management
Indiana
$83.8K -$6.85K -145 -8%
SWA
960
SOA Wealth Advisors
New York
$83.3K -$2.27K -48 -3%
WT
961
Washington Trust
Rhode Island
$82.4K +$46.7K +989 +175%
SIC
962
SJS Investment Consulting
Ohio
$81.6K -$39.3K -833 -35%
BL
963
BFSG LLC
California
$81.5K +$3.59K +76 +5%
PPA
964
Pilgrim Partners Asia
Singapore
$79.6K +$70.8K +1,500 New
OIA
965
Optimum Investment Advisors
Illinois
$75.9K +$67.5K +1,430 New
ADL
966
Asset Dedication LLC
California
$74.7K +$28.2K +597 +74%
TIM
967
Tortoise Investment Management
New York
$70.6K +$29.7K +630 +90%
TC
968
Truvestments Capital
Florida
$69.3K +$59K +1,249 +2,153%
BGAI
969
Bruce G. Allen Investments
Colorado
$67.5K – – –
MRP
970
Measured Risk Portfolios
California
$66.7K +$59.3K +1,257 New
BWM
971
Bernard Wealth Management
Michigan
$66.3K +$59K +1,250 New
WFA
972
West Financial Advisors
Iowa
$65.1K +$5.57K +118 +11%
BFS
973
Burkett Financial Services
South Carolina
$64.2K – – –
OCM
974
Orion Capital Management
California
$63.9K +$56.8K +1,204 New
SIC
975
Salem Investment Counselors
North Carolina
$61.3K +$6.14K +130 +13%
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39
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