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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1126
Prosperity Wealth Management
California
$335K +$12.5K +192 +4%
NIM
1127
Northeast Investment Management
Massachusetts
$335K +$65K +1,000 +24%
MC
1128
Matisse Capital
Oregon
$334K +$335K +5,144 New
LTI
1129
Laffer Tengler Investments
Tennessee
$333K +$334K +5,130 New
SHIM
1130
Stone House Investment Management
Pennsylvania
$333K +$55.8K +858 +20%
FAIM
1131
Financial Advocates Investment Management
Washington
$332K -$89.4K -1,374 -21%
HI
1132
Hoey Investments
Pennsylvania
$331K – – –
AO
1133
Advisor OS
Illinois
$331K +$63.4K +975 +24%
PPWM
1134
Perissos Private Wealth Management
Oklahoma
$328K +$328K +5,039 New
NC
1135
North Capital
Utah
$327K +$327K +5,032 +83,867%
LI
1136
LRI Investments
Florida
$325K – – –
PWM
1137
Provident Wealth Management
Tennessee
$325K – – –
UWS
1138
Unique Wealth Strategies
Illinois
$325K – – –
ACM
1139
Ashford Capital Management
Delaware
$325K +$97.6K +1,500 +43%
RFA
1140
Rollins Financial Advisors
New York
$325K +$58.7K +902 +22%
SWP
1141
Sagespring Wealth Partners
Tennessee
$325K +$325K +4,997 New
SC
1142
SouthState Corp
Florida
$324K -$167K -2,573 -34%
SWRP
1143
Summit Wealth & Retirement Planning
California
$323K +$323K +4,971 New
LAM
1144
L2 Asset Management
Massachusetts
$323K – – –
AA
1145
Apriem Advisors
California
$321K – – –
WP
1146
Wealthspan Partners
Iowa
$321K +$77.5K +1,191 +32%
AI
1147
Axecap Investments
Ohio
$321K +$195 +3 +0.1%
NF
1148
NavPoint Financial
Minnesota
$320K – – –
DC
1149
Davenport & Co
Virginia
$320K +$44.1K +678 +16%
AIA
1150
AssuredPartners Investment Advisors
Florida
$318K -$322K -4,950 -50%
44 45
46
47 48