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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1126
Liberty Wealth Management
California
$234K +$215K +3,830 New
CI
1127
Ceera Investments
Texas
$234K +$214K +3,825 New
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
$234K +$214K +3,817 New
SIC
1129
SFE Investment Counsel
California
$233K +$214K +3,813 New
RPGK
1130
Retirement Planning Group (Kansas)
Kansas
$233K +$213K +3,810 New
WCA
1131
Westover Capital Advisors
Delaware
$233K +$213K +3,804 New
XPN
1132
XY Planning Network
Montana
$231K +$212K +3,782 New
BWP
1133
Bernardo Wealth Planning
Pennsylvania
$231K +$211K +3,766 New
PWA
1134
Primoris Wealth Advisors
Florida
$231K -$81.2K -1,450 -28%
GCG
1135
Gilbert Capital Group
Maine
$231K +$211K +3,772 New
MA
1136
MBA Advisors
Pennsylvania
$230K +$211K +3,765 New
AWM
1137
Apollon Wealth Management
South Carolina
$230K -$259K -4,625 -55%
DWAM
1138
Duncan Williams Asset Management
Tennessee
$230K +$211K +3,760 New
WP
1139
Wealthspan Partners
Iowa
$229K +$210K +3,742 New
MFGP
1140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$228K +$209K +3,730 New
EFMC
1141
Empire Financial Management Company
New York
$228K +$209K +3,729 New
BA
1142
Bluesphere Advisors
Pennsylvania
$228K +$209K +3,726 New
CL
1143
CLG LLC
California
$228K +$209K +3,724 New
DFS
1144
Dixon Fnancial Services
California
$227K +$208K +3,704 New
BRWM
1145
Blue Rock Wealth Management
North Carolina
$226K +$207K +3,700 New
NRC
1146
New Republic Capital
North Carolina
$226K +$207K +3,700 New
TPWA
1147
Twin Peaks Wealth Advisors
California
$225K +$186K +3,317 New
AWA
1148
Acorn Wealth Advisors
Michigan
$225K +$206K +3,676 New
MAM
1149
Madison Asset Management
Wisconsin
$225K +$206K +3,675 New
DWM
1150
DKM Wealth Management
California
$225K +$206K +3,670 New
44 45
46
47 48