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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
951
LifeGoal Wealth Advisors
New York
$519K +$519K +7,980 New
CFP
952
Cascade Financial Partners
California
$518K +$13K +200 +3%
SWM
953
SFG Wealth Management
Maryland
$518K +$518K +7,967 New
LCWP
954
Legacy Capital Wealth Partners
Arkansas
$514K +$266K +4,093 +107%
OBWG
955
Onyx Bridge Wealth Group
New York
$514K +$514K +7,901 New
FFM
956
Forum Financial Management
Illinois
$514K +$9.76K +150 +2%
NAS
957
Nicolet Advisory Services
Wisconsin
$513K +$113K +1,736 +31%
CPRC
958
Consolidated Portfolio Review Corp
New York
$510K +$11.3K +174 +2%
DJSG
959
D.J. St. Germain
Massachusetts
$510K +$48.1K +739 +10%
CIS
960
Custom Index Systems
New York
$509K +$509K +7,826 New
OWM
961
OneAscent Wealth Management
Alabama
$508K +$20.7K +318 +4%
RWA
962
Redhawk Wealth Advisors
Minnesota
$507K -$48.5K -746 -9%
IFWM
963
Institute for Wealth Management
Colorado
$506K +$84.5K +1,299 +20%
EPW
964
Endeavor Private Wealth
Kansas
$504K +$504K +7,750 New
GC
965
Gilbert & Cook
Iowa
$503K +$6.63K +102 +1%
SPWM
966
Schrum Private Wealth Management
Florida
$502K +$131K +2,017 +35%
NW
967
Naviter Wealth
Arkansas
$498K -$55.9K -859 -10%
EWA
968
Encompass Wealth Advisors
Oregon
$498K +$10.7K +165 +2%
CPCM
969
Cardinal Point Capital Management
Ontario, Canada
$495K +$237K +3,650 +94%
MAG
970
MRA Advisory Group
New Jersey
$490K -$139K -2,136 -22%
CPW
971
Catalyst Private Wealth
California
$488K +$30.8K +474 +7%
RF
972
Rossby Financial
Florida
$487K +$3.25K +50 +0.7%
BA
973
Bluesphere Advisors
Pennsylvania
$486K +$244K +3,747 +101%
RWMH
974
Riverpoint Wealth Management Holdings
Illinois
$486K +$486K +7,470 New
MCA
975
MSH Capital Advisors
Arizona
$485K +$54.2K +833 +13%
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