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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1001
One Capital Management
California
$347K -$91.4K -2,110 -19%
AF
1002
Advisornet Financial
Minnesota
$347K +$103K +2,387 +36%
WFS
1003
WealthGarden F.S.
California
$346K +$120K +2,766 +44%
KAM
1004
KEB Asset Management
Illinois
$346K – – –
CI
1005
Corient IA
Florida
$346K +$390K +9,000 New
EFG
1006
Everhart Financial Group
Ohio
$346K +$83.8K +1,936 +27%
KIA
1007
KCM Investment Advisors
California
$344K +$31.1K +719 +9%
AWA
1008
Alaska Wealth Advisors
Alaska
$342K +$385K +8,900 New
GC
1009
Gilbert & Cook
Iowa
$341K +$41.4K +956 +12%
CFO
1010
Callan Family Office
Pennsylvania
$341K -$29.9K -690 -7%
SFG
1011
Sunburst Financial Group
Alabama
$341K +$57.8K +1,334 +18%
CWA
1012
CJM Wealth Advisers
Virginia
$340K – – –
NVCHI
1013
New Vernon Capital Holdings II
New Jersey
$340K – – –
TVPW
1014
Third View Private Wealth
Connecticut
$340K -$7.66K -177 -2%
CCP
1015
Cushing Capital Partners
Wisconsin
$339K -$1.99K -46 -0.5%
GP
1016
Greenline Partners
New York
$339K +$86.4K +1,995 +29%
WH
1017
Willner & Heller
California
$338K – – –
RCA
1018
Ranch Capital Advisors
Florida
$337K -$79.5K -1,835 -17%
NMFM
1019
National Mutual Funds Management
Australia
$337K +$161K +3,725 +74%
MFG
1020
Midwest Financial Group
Kansas
$335K -$35.5K -819 -9%
SS
1021
Sunbelt Securities
Texas
$334K +$47.2K +1,089 +14%
GWANC
1022
Guardian Wealth Advisors (North Carolina)
North Carolina
$334K +$105K +2,429 +39%
MFWP
1023
Mosaic Family Wealth Partners
Missouri
$334K +$376K +8,691 New
AFP
1024
ATX Financial Planning
Texas
$333K -$1.08K -25 -0.3%
IPAM
1025
Investment Partners Asset Management
New Jersey
$333K -$8.66K -200 -2%
39 40
41
42 43