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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Silverlake Wealth Management
Vermont
$390K +$79K +1,214 +25%
CRI
1052
Commonwealth Retirement Investments
Virginia
$390K +$130K +2,000 +50%
AFS
1053
Aft Forsyth & Sober
Florida
$390K +$390K +6,000 New
SEM
1054
Suncoast Equity Management
Florida
$389K +$32.5K +500 +9%
CAM
1055
Cidel Asset Management
Ontario, Canada
$388K +$17.7K +272 +5%
PAMG
1056
Patton Albertson Miller Group
Tennessee
$388K +$388K +5,971 New
CIC
1057
Cutler Investment Counsel
Oregon
$388K +$26.9K +414 +7%
PGAM
1058
Princeton Global Asset Management
New Jersey
$387K -$65K -1,000 -14%
DCM
1059
DGS Capital Management
New Jersey
$387K -$8.72K -134 -2%
RWB
1060
RMR Wealth Builders
New Jersey
$385K +$385K +5,923 New
WF
1061
WinCap Financial
Massachusetts
$385K +$63.4K +975 +20%
GWM
1062
Graybill Wealth Management
Illinois
$384K +$4.88K +75 +1%
MWM
1063
Moran Wealth Management
Florida
$383K +$165K +2,532 +75%
CJ
1064
Caitlin John
Michigan
$383K -$30.4K -467 -7%
FCCM
1065
First City Capital Management
Georgia
$382K +$382K +5,876 New
GSEP
1066
Golden State Equity Partners
California
$382K – – –
CCAM
1067
Cascades Capital Asset Management
North Carolina
$381K +$381K +5,855 New
DG
1068
DMC Group
Alabama
$379K -$31.5K -484 -8%
SIG
1069
Spinnaker Investment Group
California
$377K +$160K +2,461 +74%
AWM
1070
Angeles Wealth Management
California
$377K +$377K +5,795 New
IWP
1071
IAG Wealth Partners
Wisconsin
$376K +$270K +4,155 +254%
SPC
1072
Sigma Planning Corp
Michigan
$376K +$377K +5,790 New
CAM
1073
Carret Asset Management
New York
$376K +$27K +415 +8%
CCP
1074
Cassia Capital Partners
North Carolina
$375K +$375K +5,772 New
OAS
1075
Optivise Advisory Services
Tennessee
$374K -$112K -1,719 -23%
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43
44 45