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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1026
Forefront Wealth Management
Pennsylvania
$302K +$276K +4,930 New
RCM
1027
Regency Capital Management
Hawaii
$302K – – –
AI
1028
Axecap Investments
Ohio
$302K +$26.3K +469 +11%
NF
1029
NavPoint Financial
Minnesota
$302K – – –
MAM
1030
McLean Asset Management
Virginia
$300K -$117K -2,094 -30%
BFIM
1031
Beese Fulmer Investment Management
Ohio
$300K +$275K +4,906 New
GFPC
1032
Global Financial Private Client
Florida
$299K +$54.6K +975 +25%
FWA
1033
FSM Wealth Advisors
Ohio
$298K +$272K +4,859 New
NA
1034
Nautilus Advisors
California
$297K -$33.6K -600 -11%
EWA
1035
Exencial Wealth Advisors
Oklahoma
$296K +$271K +4,843 New
MCC
1036
Malaga Cove Capital
California
$295K -$70.9K -1,265 -21%
GJIA
1037
Glass Jacobson Investment Advisors
Maryland
$295K +$152K +2,712 +129%
CG
1038
CFO4Life Group
Texas
$295K +$897 +16 +0.3%
FC
1039
Fusion Capital
South Carolina
$295K -$1.96K -35 -0.7%
NCM
1040
Narwhal Capital Management
Georgia
$294K +$270K +4,811 New
SWM
1041
Silverlake Wealth Management
Vermont
$293K +$9.75K +174 +4%
CAM
1042
Cozad Asset Management
Illinois
$292K +$4.76K +85 +2%
TIM
1043
Tortoise Investment Management
New York
$291K – – –
AA
1044
ACT Advisors
North Carolina
$290K +$265K +4,736 New
JAFL
1045
Jay A. Fishman Ltd
Michigan
$290K – – –
ACM
1046
Ascent Capital Management
Oregon
$288K +$264K +4,713 New
TAM
1047
Tucker Asset Management
Colorado
$288K +$264K +4,710 New
PS
1048
Principal Securities
Iowa
$288K +$263K +4,697 New
EFS
1049
Essex Financial Services
Connecticut
$287K +$263K +4,692 New
MCA
1050
Magnolia Capital Advisors
Mississippi
$285K +$261K +4,664 New
40 41
42
43 44