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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1001
Synergy Investment Management
Florida
$291K +$28.9K +711 +9%
NG
1002
Novem Group
New York
$291K +$355K +8,727 New
E
1003
Entelevest
Florida
$290K -$19.6K -483 -5%
MFPI
1004
Midwest Financial Partners Investments
Minnesota
$287K – – –
IP
1005
Indivisible Partners
Florida
$287K +$350K +8,615 New
SWP
1006
Sagespring Wealth Partners
Tennessee
$287K -$121K -2,966 -26%
VFP
1007
Verus Financial Partners
Virginia
$286K – – –
AWM
1008
Avaii Wealth Management
Wisconsin
$285K -$29.2K -718 -8%
GWM
1009
Greenwich Wealth Management
Connecticut
$284K +$41.5K +1,020 +14%
CPCM
1010
Cardinal Point Capital Management
Ontario, Canada
$283K -$62K -1,525 -15%
RAM
1011
Riggs Asset Management
Pennsylvania
$283K -$1.99K -49 -0.6%
CA
1012
Crewe Advisors
Utah
$282K +$5.37K +132 +2%
SWP
1013
Significant Wealth Partners
Illinois
$282K +$94.1K +2,313 +38%
XPN
1014
XY Planning Network
Montana
$282K +$69.9K +1,719 +25%
BTI
1015
Blue Trust Inc
Georgia
$280K +$10.8K +266 +3%
RWB
1016
RMR Wealth Builders
New Jersey
$280K +$12.1K +297 +4%
SP
1017
Saranac Partners
$280K +$342K +8,400 New
GAM
1018
Gotham Asset Management
New York
$279K -$260K -6,380 -43%
ALA
1019
Atlas Legacy Advisors
California
$278K +$19.3K +475 +6%
VHAM
1020
Van Hulzen Asset Management
California
$278K -$51.4K -1,264 -13%
BDF
1021
Black Diamond Financial
Maryland
$277K -$2.03K -50 -0.6%
IPAM
1022
Investment Partners Asset Management
New Jersey
$277K -$13.6K -334 -4%
PMG
1023
Private Management Group
California
$277K -$13.2K -325 -4%
CWM
1024
Collaborative Wealth Management
Florida
$276K +$67.4K +1,658 +25%
RSWM
1025
Robertson Stephens Wealth Management
California
$275K +$61K +1,499 +22%
39 40
41
42 43