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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1176
Whitener Capital Management
North Carolina
$285K +$326K +5,736 New
BEC
1177
Blue Edge Capital
Virginia
$285K +$79.8K +1,404 +32%
SWM
1178
SFG Wealth Management
Maryland
$284K -$128K -2,254 -28%
SFGP
1179
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$284K +$29.2K +514 +10%
BF
1180
BOK Financial
Oklahoma
$283K +$284K +5,000 +719%
EWA
1181
Exencial Wealth Advisors
Oklahoma
$283K +$46.6K +820 +17%
SAMT
1182
Select Asset Management & Trust
Pennsylvania
$281K +$124K +2,182 +63%
DW
1183
Durante & Waters
New York
$280K +$66.8K +1,175 +26%
ZIM
1184
Zacks Investment Management
Illinois
$279K +$48.2K +849 +18%
ZI
1185
ZEGA Investments
Florida
$279K +$74.9K +1,319 +31%
CCM
1186
Canal Capital Management
Virginia
$279K +$48.6K +855 +18%
MAM
1187
McLean Asset Management
Virginia
$278K +$11.4K +200 +4%
AI
1188
ArchPoint Investors
Florida
$277K +$318K +5,589 New
CCM
1189
Coldstream Capital Management
Washington
$277K +$317K +5,573 New
4WM
1190
49 Wealth Management
Texas
$276K -$568 -10 -0.2%
TIM
1191
Tortoise Investment Management
New York
$275K +$44.9K +790 +17%
TP
1192
TritonPoint Partners
Maryland
$275K +$315K +5,543 New
KFC
1193
Klingenstein Fields & Co
New York
$275K +$92.2K +1,623 +41%
RWA
1194
Redhawk Wealth Advisors
Minnesota
$274K -$129K -2,275 -29%
MAM
1195
Mainsail Asset Management
Alabama
$274K +$314K +5,525 New
SAM
1196
Seelaus Asset Management
New Jersey
$274K – – –
ACA
1197
Alpha Capital Advisors
Maine
$274K +$290K +5,107 New
DWP
1198
Daymark Wealth Partners
Ohio
$272K +$91.1K +1,603 +41%
FWP
1199
Falcon Wealth Planning
California
$272K +$311K +5,472 New
PMFA
1200
Plante Moran Financial Advisors
Michigan
$271K +$118K +2,069 +61%
46 47
48
49 50