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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
976
Physician Wealth Advisors
Utah
$122K +$13.2K +249 +11%
NSIM
977
North Star Investment Management
Illinois
$122K +$14.3K +271 +12%
NRG
978
Nemes Rush Group
Michigan
$121K +$15.9K +300 +13%
FAM
979
Flaharty Asset Management
Florida
$121K +$136K +2,575 New
GWSA
980
Global Wealth Strategies & Associates
Colorado
$119K +$19.9K +375 +17%
C
981
Covestor
United Kingdom
$117K +$85.1K +1,608 +181%
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$114K – – –
LFA
983
LGT Financial Advisors
Texas
$112K +$127K +2,394 +26,600%
GJIA
984
Glass Jacobson Investment Advisors
Maryland
$112K – – –
CMA
985
Cedar Mountain Advisors
Oregon
$110K – – –
TWC
986
TD Waterhouse Canada
Ontario, Canada
$110K +$18.1K +342 +18%
GWP
987
Gen-Wealth Partners
Michigan
$106K – – –
BWM
988
Bernard Wealth Management
Michigan
$105K +$52.9K +1,000 +80%
VC
989
Vestor Capital
Illinois
$104K +$24.2K +457 +26%
BHWM
990
Beaird Harris Wealth Management
Texas
$104K +$212 +4 +0.2%
PMFA
991
Plante Moran Financial Advisors
Michigan
$94.9K +$52.3K +987 +95%
CWC
992
Carolinas Wealth Consulting
North Carolina
$94.9K -$160K -3,022 -60%
BRF
993
B. Riley Financial
California
$93.6K +$106K +2,000 New
BBHC
994
Brown Brothers Harriman & Co
New York
$92.9K – – –
SIC
995
Salem Investment Counselors
North Carolina
$91.8K +$42.7K +807 +70%
VWM
996
Vermillion Wealth Management
Minnesota
$90.3K – – –
GIM
997
Gold Investment Management
Alberta, Canada
$87.3K +$98.7K +1,864 New
NS
998
NBC Securities
Alabama
$86K +$97.9K +1,849 +92,450%
OIA
999
Optimum Investment Advisors
Illinois
$85.6K +$21.1K +399 +28%
LWANC
1000
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.2K – – –
38 39
40
41 42