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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1001
Sentry LLC
Tennessee
$320K – – –
WMP
1002
Wealth Management Partners
Arizona
$320K -$36.6K -653 -11%
OWP
1003
Obermeyer Wealth Partners
Colorado
$319K +$46.1K +822 +19%
ACM
1004
Alpha Capital Management
Texas
$317K +$290K +5,182 New
PPG
1005
Peak Planning Group
Colorado
$317K -$120K -2,139 -29%
TFS
1006
Thoroughbred Financial Services
Tennessee
$315K -$36.1K -644 -11%
VCM
1007
Vivaldi Capital Management
Illinois
$314K +$9.13K +163 +3%
TWC
1008
TD Waterhouse Canada
Ontario, Canada
$313K +$165K +2,950 +130%
FYW
1009
Future You Wealth
New York
$312K -$131K -2,342 -31%
HI
1010
Hoey Investments
Pennsylvania
$312K – – –
LP
1011
LGL Partners
Pennsylvania
$311K +$56 +1 +0%
MMA
1012
Miracle Mile Advisors
California
$311K +$29.5K +527 +12%
FHA
1013
First Horizon Advisors
Tennessee
$310K +$16K +286 +6%
SFGP
1014
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$307K – – –
JFG
1015
JMG Financial Group
Illinois
$306K +$280K +5,002 New
LI
1016
LRI Investments
Florida
$306K – – –
PWM
1017
Provident Wealth Management
Tennessee
$306K – – –
UM
1018
Ulysses Management
New York
$306K +$280K +5,000 New
UWS
1019
Unique Wealth Strategies
Illinois
$306K +$280K +5,000 New
EBA
1020
Eagle Bay Advisors
New York
$305K +$10.5K +187 +4%
LAM
1021
L2 Asset Management
Massachusetts
$304K – – –
CCM
1022
Canal Capital Management
Virginia
$304K -$44.7K -797 -14%
PWM
1023
Prosperity Wealth Management
California
$304K +$278K +4,959 New
WF
1024
WinCap Financial
Massachusetts
$303K +$277K +4,946 New
AA
1025
Apriem Advisors
California
$303K +$277K +4,944 New
39 40
41
42 43