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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OMIC
1076
Old Mission Investment Co
Michigan
$269K -$26.3K -469 -10%
BB
1077
Berkshire Bank
Massachusetts
$267K – – –
PA
1078
Promethium Advisors
Maryland
$267K +$3.36K +60 +1%
GC
1079
Grimes & Company
Massachusetts
$265K +$243K +4,334 New
TA
1080
Tectonic Advisors
Texas
$265K – – –
UAS
1081
United Asset Strategies
New York
$264K -$491K -8,758 -67%
SF
1082
Symphony Financial
Texas
$264K +$57.1K +1,019 New
AA
1083
Advisory Alpha
Michigan
$264K +$242K +4,313 New
AA
1084
Ancora Advisors
Ohio
$262K -$40.5K -723 -14%
OL
1085
Optas LLC
Texas
$261K +$239K +4,272 New
SHIM
1086
Stone House Investment Management
Pennsylvania
$261K +$68K +1,213 +40%
DC
1087
Davenport & Co
Virginia
$260K +$238K +4,246 New
AAG
1088
Armstrong Advisory Group
Massachusetts
$259K +$22.4K +400 +10%
MHR
1089
Matthew Hamilton Rosenberg
$257K – – –
CWM
1090
Centric Wealth Management
Illinois
$256K +$217K +3,875 New
SCP
1091
Stevens Capital Partners
Nebraska
$256K +$219K +3,911 New
AC
1092
Apella Capital
Connecticut
$256K +$234K +4,172 New
BWM
1093
BCS Wealth Management
Tennessee
$255K +$233K +4,158 New
OWP
1094
ORG Wealth Partners
Texas
$254K +$16.1K +287 +7%
NIM
1095
Northeast Investment Management
Massachusetts
$254K +$233K +4,150 New
CFP
1096
Catalyst Financial Partners
Massachusetts
$254K +$232K +4,145 New
MWM
1097
Mascagni Wealth Management
Mississippi
$253K +$231K +4,129 New
AL
1098
Aspiriant LLC
California
$252K +$231K +4,118 New
WGS
1099
Washington Growth Strategies
District of Columbia
$252K +$230K +4,111 New
MLFP
1100
MPS Loria Financial Planners
Illinois
$252K +$230K +4,112 New
42 43
44
45 46