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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
976
Mayflower Financial Advisors
Massachusetts
$484K +$98.2K +1,509 +25%
GEM
977
Global Endowment Management
North Carolina
$479K – – –
AGP
978
Aspire Growth Partners
Florida
$479K +$88.6K +1,362 +23%
BTI
979
Blue Trust Inc
Georgia
$478K +$82.7K +1,271 +21%
AWG
980
Altus Wealth Group
Colorado
$476K +$63.7K +980 +15%
GWM
981
Greenhouse Wealth Management
Connecticut
$475K – – –
RCAG
982
Rehmann Capital Advisory Group
Michigan
$475K -$31.6K -486 -6%
DWM
983
Diversify Wealth Management
Utah
$475K +$119K +1,829 +30%
BMC
984
Benin Management Corp
Connecticut
$474K +$72.9K +1,120 +18%
FCM
985
Fire Capital Management
California
$472K – – –
CCWM
986
Correct Capital Wealth Management
Missouri
$471K +$13.6K +209 +3%
FPWM
987
FSB Premier Wealth Management
Iowa
$471K +$11.3K +173 +2%
AWM
988
Accurate Wealth Management
Florida
$470K +$46.7K +718 +11%
SOS
989
Silver Oak Securities
Tennessee
$469K +$166K +2,559 +55%
SNWA
990
Siligmueller & Norvid Wealth Advisors
Illinois
$468K +$468K +7,195 New
MFG
991
MidWestOne Financial Group
Iowa
$466K +$466K +7,168 New
BBPWM
992
Blue Bell Private Wealth Management
Pennsylvania
$464K +$42.3K +651 +10%
BWA
993
Burt Wealth Advisors
Maryland
$463K +$71.9K +1,106 +18%
MIM
994
Meixler Investment Management
Arizona
$462K -$25.6K -394 -5%
SFG
995
Sunburst Financial Group
Alabama
$459K +$4.55K +70 +1%
AFS
996
Access Financial Services
Minnesota
$459K +$28.1K +432 +7%
EFG
997
Everhart Financial Group
Ohio
$459K -$27.8K -427 -6%
DA
998
Detalus Advisors
Missouri
$454K +$195K +2,994 +75%
WCP
999
Wick Capital Partners
Pennsylvania
$453K -$10.2M -157,007 -96%
CIC
1000
Chilton Investment Company
Connecticut
$453K +$4.81K +74 +1%
38 39
40
41 42