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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1126
Legacy Capital Wealth Partners
Arkansas
$234K +$214K +3,817 New
SIC
1127
SFE Investment Counsel
California
$233K +$214K +3,813 New
RPGK
1128
Retirement Planning Group (Kansas)
Kansas
$233K +$213K +3,810 New
WCA
1129
Westover Capital Advisors
Delaware
$233K +$213K +3,804 New
XPN
1130
XY Planning Network
Montana
$231K +$212K +3,782 New
BWP
1131
Bernardo Wealth Planning
Pennsylvania
$231K +$211K +3,766 New
PWA
1132
Primoris Wealth Advisors
Florida
$231K -$81.2K -1,450 -28%
GCG
1133
Gilbert Capital Group
Maine
$231K +$211K +3,772 New
MA
1134
MBA Advisors
Pennsylvania
$230K +$211K +3,765 New
AWM
1135
Apollon Wealth Management
South Carolina
$230K -$259K -4,625 -55%
DWAM
1136
Duncan Williams Asset Management
Tennessee
$230K +$211K +3,760 New
WP
1137
Wealthspan Partners
Iowa
$229K +$210K +3,742 New
MFGP
1138
Marshall Financial Group (Pennsylvania)
Pennsylvania
$228K +$209K +3,730 New
EFMC
1139
Empire Financial Management Company
New York
$228K +$209K +3,729 New
BA
1140
Bluesphere Advisors
Pennsylvania
$228K +$209K +3,726 New
CL
1141
CLG LLC
California
$228K +$209K +3,724 New
DFS
1142
Dixon Fnancial Services
California
$227K +$208K +3,704 New
BRWM
1143
Blue Rock Wealth Management
North Carolina
$226K +$207K +3,700 New
NRC
1144
New Republic Capital
North Carolina
$226K +$207K +3,700 New
TPWA
1145
Twin Peaks Wealth Advisors
California
$225K +$186K +3,317 New
AWA
1146
Acorn Wealth Advisors
Michigan
$225K +$206K +3,676 New
MAM
1147
Madison Asset Management
Wisconsin
$225K +$206K +3,675 New
DWM
1148
DKM Wealth Management
California
$225K +$206K +3,670 New
TSWM
1149
Tyler-Stone Wealth Management
Ohio
$223K +$204K +3,648 New
MWM
1150
MinichMacGregor Wealth Management
New York
$223K +$204K +3,641 New
44 45
46
47 48