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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1026
Beacon Financial Advisory
Ohio
$273K -$108K -2,650 -24%
AC
1027
ASB Consultores
Florida
$271K – – –
PW
1028
PUREfi Wealth
Massachusetts
$271K +$22.7K +557 +7%
ML
1029
Mayport LLC
Massachusetts
$270K – – –
OC
1030
Oakworth Capital
Alabama
$270K – – –
LW
1031
Linscomb Wealth
Texas
$270K +$4.56K +112 +1%
OC
1032
Oarsman Capital
Wisconsin
$269K -$225K -5,523 -41%
SFP
1033
Shepherd Financial Partners
Massachusetts
$269K +$3.25K +80 +1%
DA
1034
Detalus Advisors
Missouri
$268K +$3.62K +89 +1%
APA
1035
Astoria Portfolio Advisors
New York
$267K +$326K +8,021 New
RCA
1036
Ranch Capital Advisors
Florida
$266K -$31.2K -766 -9%
IAAG
1037
Innovative Asset Advisors Group
Connecticut
$266K -$42.7K -1,050 -12%
IAS
1038
IMA Advisory Services
Colorado
$266K +$325K +7,985 New
PP
1039
PDS Planning
Ohio
$266K +$70.2K +1,725 +28%
W
1040
WorthPointe
California
$265K +$323K +7,951 New
MWM
1041
MOR Wealth Management
Pennsylvania
$264K -$44.8K -1,101 -12%
QFPS
1042
Quantum Financial Planning Services
Washington
$264K +$6.02K +148 +2%
DG
1043
DMC Group
Alabama
$264K +$322K +7,916 New
EFG
1044
Embree Financial Group
Illinois
$262K -$49.5K -1,216 -13%
CCWM
1045
Correct Capital Wealth Management
Missouri
$260K +$6.06K +149 +2%
PA
1046
Perennial Advisors
New York
$260K -$13.8K -340 -4%
IAA
1047
Independent Advisor Alliance
North Carolina
$260K -$8.11M -199,314 -96%
SIM
1048
Stratos Investment Management
Ohio
$260K – – –
TNA
1049
True North Advisors
Texas
$258K +$315K +7,749 New
FCM
1050
Fortis Capital Management
Washington
$258K -$651 -16 -0.2%
40 41
42
43 44