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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
951
Cascade Financial Partners
California
$518K +$13K +200 +3%
SWM
952
SFG Wealth Management
Maryland
$518K +$518K +7,967 New
LCWP
953
Legacy Capital Wealth Partners
Arkansas
$514K +$266K +4,093 +107%
OBWG
954
Onyx Bridge Wealth Group
New York
$514K +$514K +7,901 New
FFM
955
Forum Financial Management
Illinois
$514K +$9.76K +150 +2%
NAS
956
Nicolet Advisory Services
Wisconsin
$513K +$113K +1,736 +31%
CPRC
957
Consolidated Portfolio Review Corp
New York
$510K +$11.3K +174 +2%
DJSG
958
D.J. St. Germain
Massachusetts
$510K +$48.1K +739 +10%
CIS
959
Custom Index Systems
New York
$509K +$509K +7,826 New
OWM
960
OneAscent Wealth Management
Alabama
$508K +$20.7K +318 +4%
RWA
961
Redhawk Wealth Advisors
Minnesota
$507K -$48.5K -746 -9%
IFWM
962
Institute for Wealth Management
Colorado
$506K +$84.5K +1,299 +20%
EPW
963
Endeavor Private Wealth
Kansas
$504K +$504K +7,750 New
GC
964
Gilbert & Cook
Iowa
$503K +$6.63K +102 +1%
SPWM
965
Schrum Private Wealth Management
Florida
$502K +$131K +2,017 +35%
NW
966
Naviter Wealth
Arkansas
$498K -$55.9K -859 -10%
EWA
967
Encompass Wealth Advisors
Oregon
$498K +$10.7K +165 +2%
CPCM
968
Cardinal Point Capital Management
Ontario, Canada
$495K +$237K +3,650 +94%
MAG
969
MRA Advisory Group
New Jersey
$490K -$139K -2,136 -22%
CPW
970
Catalyst Private Wealth
California
$488K +$30.8K +474 +7%
RF
971
Rossby Financial
Florida
$487K +$3.25K +50 +0.7%
BA
972
Bluesphere Advisors
Pennsylvania
$486K +$244K +3,747 +101%
RWMH
973
Riverpoint Wealth Management Holdings
Illinois
$486K +$486K +7,470 New
MCA
974
MSH Capital Advisors
Arizona
$485K +$54.2K +833 +13%
MFA
975
Mayflower Financial Advisors
Massachusetts
$484K +$98.2K +1,509 +25%
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