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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1076
Promethium Advisors
Maryland
$267K +$3.36K +60 +1%
GC
1077
Grimes & Company
Massachusetts
$265K +$243K +4,334 New
TA
1078
Tectonic Advisors
Texas
$265K – – –
UAS
1079
United Asset Strategies
New York
$264K -$491K -8,758 -67%
SF
1080
Symphony Financial
Texas
$264K +$57.1K +1,019 New
AA
1081
Advisory Alpha
Michigan
$264K +$242K +4,313 New
AA
1082
Ancora Advisors
Ohio
$262K -$40.5K -723 -14%
OL
1083
Optas LLC
Texas
$261K +$239K +4,272 New
SHIM
1084
Stone House Investment Management
Pennsylvania
$261K +$68K +1,213 +40%
DC
1085
Davenport & Co
Virginia
$260K +$238K +4,246 New
AAG
1086
Armstrong Advisory Group
Massachusetts
$259K +$22.4K +400 +10%
MHR
1087
Matthew Hamilton Rosenberg
$257K – – –
CWM
1088
Centric Wealth Management
Illinois
$256K +$217K +3,875 New
SCP
1089
Stevens Capital Partners
Nebraska
$256K +$219K +3,911 New
AC
1090
Apella Capital
Connecticut
$256K +$234K +4,172 New
BWM
1091
BCS Wealth Management
Tennessee
$255K +$233K +4,158 New
OWP
1092
ORG Wealth Partners
Texas
$254K +$16.1K +287 +7%
NIM
1093
Northeast Investment Management
Massachusetts
$254K +$233K +4,150 New
CFP
1094
Catalyst Financial Partners
Massachusetts
$254K +$232K +4,145 New
MWM
1095
Mascagni Wealth Management
Mississippi
$253K +$231K +4,129 New
AL
1096
Aspiriant LLC
California
$252K +$231K +4,118 New
WGS
1097
Washington Growth Strategies
District of Columbia
$252K +$230K +4,111 New
MLFP
1098
MPS Loria Financial Planners
Illinois
$252K +$230K +4,112 New
AO
1099
Advisor OS
Illinois
$252K +$230K +4,111 New
RFA
1100
Rollins Financial Advisors
New York
$251K +$230K +4,097 New
42 43
44
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