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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
976
Leavell Investment Management
Alabama
$447K -$120K -2,110 -19%
SPC
977
Sigma Planning Corp
Michigan
$446K +$199K +3,500 +60%
MIM
978
Moseley Investment Management
Florida
$445K +$7.67K +135 +2%
DC
979
Destiny Capital
Colorado
$443K +$161K +2,828 +46%
VFP
980
Verus Financial Partners
Virginia
$442K – – –
TFA
981
Teamwork Financial Advisors
Texas
$441K -$11.5K -202 -2%
BDF
982
Black Diamond Financial
Maryland
$441K -$32.4K -570 -6%
VWM
983
Vivid Wealth Management
Iowa
$441K +$110K +1,935 +28%
CCP
984
Cushing Capital Partners
Wisconsin
$440K +$39.1K +689 +8%
AC
985
ASB Consultores
Florida
$440K +$463K +8,150 New
CWA
986
CJM Wealth Advisers
Virginia
$440K +$273K +4,812 +119%
NVCHI
987
New Vernon Capital Holdings II
New Jersey
$440K -$145K -2,553 -22%
IPAM
988
Investment Partners Asset Management
New Jersey
$440K +$33.5K +590 +7%
MBWA
989
Marin Bay Wealth Advisors
California
$438K +$501K +8,827 New
PFP
990
Paragon Financial Partners
California
$437K +$500K +8,800 New
WH
991
Willner & Heller
California
$436K +$499K +8,786 New
OWA
992
OakTrust Wealth Advisors
Connecticut
$436K +$498K +8,774 New
MCA
993
Magnolia Capital Advisors
Mississippi
$435K -$65.8K -1,159 -12%
SCS
994
Southern Capital Services
Alabama
$434K +$496K +8,734 New
AFA
995
Amicus Financial Advisors
Texas
$433K +$496K +8,729 New
AFP
996
ATX Financial Planning
Texas
$431K +$493K +8,686 New
RSWM
997
Robertson Stephens Wealth Management
California
$428K -$3.64K -64 -0.7%
GS
998
GWN Securities
Florida
$428K +$121K +2,138 +33%
JFA
999
JNBA Financial Advisors
Minnesota
$426K +$346K +6,087 +243%
W
1000
Wealthquest
Ohio
$426K +$488K +8,584 New
38 39
40
41 42