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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Mainstream Capital Management
California
$318K – – –
FIG
1052
FSA Investment Group
Florida
$317K -$624K -14,412 -64%
PA
1053
Perennial Advisors
New York
$313K -$54.6K -1,260 -13%
NWMP
1054
Noble Wealth Management PBC
Colorado
$313K +$353K +8,150 +163,000%
EPW
1055
Endeavor Private Wealth
Kansas
$313K – – –
BTI
1056
Blue Trust Inc
Georgia
$313K +$4.03K +93 +1%
WP
1057
Westmount Partners
California
$313K +$147K +3,399 +72%
ML
1058
Mayport LLC
Massachusetts
$312K – – –
FAM
1059
Flaharty Asset Management
Florida
$312K -$95.1K -2,197 -21%
RWB
1060
RMR Wealth Builders
New Jersey
$312K -$8.57K -198 -2%
PWP
1061
Perfromance Wealth Partners
Illinois
$311K +$38.8K +895 +12%
OC
1062
Oakworth Capital
Alabama
$310K – – –
PCM
1063
Permanent Capital Management
Illinois
$309K +$59.5K +1,375 +24%
SIM
1064
Synergy Investment Management
Florida
$309K +$150K +3,459 +76%
WMP
1065
Wealth Management Partners
Arizona
$308K +$63.6K +1,469 +22%
SFP
1066
Shepherd Financial Partners
Massachusetts
$307K +$155K +3,578 +81%
LW
1067
Linscomb Wealth
Texas
$307K +$346K +7,985 New
DA
1068
Detalus Advisors
Missouri
$306K +$8.18K +189 +2%
ALA
1069
Atlas Legacy Advisors
California
$306K +$341K +7,879 New
CWM
1070
Chemistry Wealth Management
New York
$305K +$344K +7,935 New
LWPC
1071
Legacy Wealth Partners (Colorado)
Colorado
$303K +$40.4K +934 +13%
DWP
1072
Destiny Wealth Partners
Florida
$301K +$340K +7,845 New
SIM
1073
Stratos Investment Management
Ohio
$300K -$137K -3,155 -29%
CWM
1074
CMH Wealth Management
New Hampshire
$300K +$338K +7,799 New
QFPS
1075
Quantum Financial Planning Services
Washington
$299K +$1.04K +24 +0.3%
41 42
43
44 45