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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
976
Paragon Financial Partners
California
$314K – – –
PGFG
977
Pine Grove Financial Group
Minnesota
$313K -$71.6K -1,760 -16%
NWP
978
Noble Wealth Partners
Colorado
$312K +$381K +9,369 New
VCM
979
Virtue Capital Management
Tennessee
$311K – – –
GWM
980
Greenline Wealth Management
Florida
$311K -$258K -6,333 -40%
LWPC
981
Legacy Wealth Partners (Colorado)
Colorado
$310K +$57.8K +1,421 +18%
OWA
982
OakTrust Wealth Advisors
Connecticut
$308K – – –
LOWM
983
Laurel Oak Wealth Management
New Jersey
$307K -$9.68K -238 -3%
GC
984
Gilbert & Cook
Iowa
$307K +$13.6K +335 +4%
VWM
985
Vivid Wealth Management
Iowa
$307K +$6.1K +150 +2%
HI
986
Harbour Investments
Wisconsin
$307K +$6.75K +166 +2%
AWA
987
Asempa Wealth Advisors
Louisiana
$306K +$83.9K +2,062 +29%
AF
988
Advisornet Financial
Minnesota
$306K +$6.51K +160 +2%
W
989
Wealthquest
Ohio
$305K +$285 +7 +0.1%
GFPC
990
Global Financial Private Client
Florida
$305K +$78.4K +1,928 +27%
SWM
991
Silverlake Wealth Management
Vermont
$304K +$29.8K +732 +9%
DE
992
Diversified Enterprises
Delaware
$303K -$125K -3,083 -25%
SPC
993
Sigma Planning Corp
Michigan
$303K -$10.6K -261 -3%
OWM
994
OneAscent Wealth Management
Alabama
$301K +$26.6K +653 +8%
SWM
995
Spire Wealth Management
Virginia
$300K -$88.6K -2,177 -19%
KAM
996
KEB Asset Management
Illinois
$300K – – –
AFA
997
American Financial Advisors
Georgia
$300K +$367K +9,011 New
AFO
998
Arrowroot Family Office
California
$300K +$16.6K +409 +5%
CI
999
Corient IA
Florida
$300K – – –
EFG
1000
Everhart Financial Group
Ohio
$299K – – –
38 39
40
41 42