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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1176
MSH Capital Advisors
Arizona
$287K -$95K -1,672 -22%
BW
1177
Balance Wealth
Ohio
$286K +$95.1K +1,674 +41%
LCS
1178
Levin Capital Strategies
New York
$286K -$155K -2,726 -32%
PCM
1179
Permanent Capital Management
Illinois
$286K +$15.6K +274 +5%
VIP
1180
Vista Investment Partners
Oklahoma
$286K +$328K +5,765 New
AFS
1181
Access Financial Services
Minnesota
$286K -$73.7K -1,297 -18%
WCM
1182
Whitener Capital Management
North Carolina
$285K +$326K +5,736 New
BEC
1183
Blue Edge Capital
Virginia
$285K +$79.8K +1,404 +32%
SWM
1184
SFG Wealth Management
Maryland
$284K -$128K -2,254 -28%
SFGP
1185
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$284K +$29.2K +514 +10%
BF
1186
BOK Financial
Oklahoma
$283K +$284K +5,000 +719%
EWA
1187
Exencial Wealth Advisors
Oklahoma
$283K +$46.6K +820 +17%
SAMT
1188
Select Asset Management & Trust
Pennsylvania
$281K +$124K +2,182 +63%
DW
1189
Durante & Waters
New York
$280K +$66.8K +1,175 +26%
ZIM
1190
Zacks Investment Management
Illinois
$279K +$48.2K +849 +18%
ZI
1191
ZEGA Investments
Florida
$279K +$74.9K +1,319 +31%
CCM
1192
Canal Capital Management
Virginia
$279K +$48.6K +855 +18%
MAM
1193
McLean Asset Management
Virginia
$278K +$11.4K +200 +4%
AI
1194
ArchPoint Investors
Florida
$277K +$318K +5,589 New
CCM
1195
Coldstream Capital Management
Washington
$277K +$317K +5,573 New
4WM
1196
49 Wealth Management
Texas
$276K -$568 -10 -0.2%
TIM
1197
Tortoise Investment Management
New York
$275K +$44.9K +790 +17%
TP
1198
TritonPoint Partners
Maryland
$275K +$315K +5,543 New
KFC
1199
Klingenstein Fields & Co
New York
$275K +$92.2K +1,623 +41%
RWA
1200
Redhawk Wealth Advisors
Minnesota
$274K -$129K -2,275 -29%
46 47
48
49 50