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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
976
Glen Eagle Advisors
New Jersey
$127K +$28.7K +542 +25%
AF
977
Atala Financial
California
$127K -$3.6K -68 -3%
DF
978
Dunhill Financial
United Kingdom
$123K +$139K +2,629 New
PWA
979
Physician Wealth Advisors
Utah
$122K +$13.2K +249 +11%
NSIM
980
North Star Investment Management
Illinois
$122K +$14.3K +271 +12%
NRG
981
Nemes Rush Group
Michigan
$121K +$15.9K +300 +13%
FAM
982
Flaharty Asset Management
Florida
$121K +$136K +2,575 New
GWSA
983
Global Wealth Strategies & Associates
Colorado
$119K +$19.9K +375 +17%
C
984
Covestor
United Kingdom
$117K +$85.1K +1,608 +181%
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$114K – – –
LFA
986
LGT Financial Advisors
Texas
$112K +$127K +2,394 +26,600%
GJIA
987
Glass Jacobson Investment Advisors
Maryland
$112K – – –
CMA
988
Cedar Mountain Advisors
Oregon
$110K – – –
TWC
989
TD Waterhouse Canada
Ontario, Canada
$110K +$18.1K +342 +18%
GWP
990
Gen-Wealth Partners
Michigan
$106K – – –
BWM
991
Bernard Wealth Management
Michigan
$105K +$52.9K +1,000 +80%
VC
992
Vestor Capital
Illinois
$104K +$24.2K +457 +26%
BHWM
993
Beaird Harris Wealth Management
Texas
$104K +$212 +4 +0.2%
PMFA
994
Plante Moran Financial Advisors
Michigan
$94.9K +$52.3K +987 +95%
CWC
995
Carolinas Wealth Consulting
North Carolina
$94.9K -$160K -3,022 -60%
BRF
996
B. Riley Financial
California
$93.6K +$106K +2,000 New
BBHC
997
Brown Brothers Harriman & Co
New York
$92.9K – – –
SIC
998
Salem Investment Counselors
North Carolina
$91.8K +$42.7K +807 +70%
VWM
999
Vermillion Wealth Management
Minnesota
$90.3K – – –
GIM
1000
Gold Investment Management
Alberta, Canada
$87.3K +$98.7K +1,864 New
38 39
40
41 42