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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1176
Journey Strategic Wealth
New Jersey
$237K +$35.7K +825 +15%
SWP
1177
Significant Wealth Partners
Illinois
$237K +$267K +6,165 New
PGAM
1178
Princeton Global Asset Management
New Jersey
$236K +$34.9K +805 +15%
DCM
1179
DGS Capital Management
New Jersey
$235K +$7.58K +175 +3%
SVCP
1180
Silicon Valley Capital Partners
California
$235K – – –
CAM
1181
Carret Asset Management
New York
$234K -$2.81K -65 -1%
KFC
1182
Klingenstein Fields & Co
New York
$234K +$24.1K +556 +10%
IIA
1183
Integrity Investment Advisors
Colorado
$233K +$263K +6,067 New
CAM
1184
Cidel Asset Management
Ontario, Canada
$233K +$3.81K +88 +1%
CFO
1185
Custos Family Office
Texas
$231K +$260K +6,013 New
FC
1186
Fusion Capital
South Carolina
$230K +$43.3K +1,000 +20%
6SA
1187
6th Street Advisors
Alabama
$230K +$259K +5,978 New
PAMG
1188
Patton Albertson Miller Group
Tennessee
$229K – – –
CWM
1189
Castle Wealth Management
Florida
$229K +$49.1K +1,134 +24%
PCM
1190
Presidio Capital Management
California
$228K +$65.1K +1,504 +34%
TFS
1191
Thoroughbred Financial Services
Tennessee
$227K – – –
OFP
1192
OLIO Financial Planning
Virginia
$227K +$22.8K +527 +10%
GWM
1193
Graybill Wealth Management
Illinois
$227K – – –
SIG
1194
Spinnaker Investment Group
California
$226K -$40.1K -927 -14%
LCM
1195
LCM Capital Management
Illinois
$226K -$84K -1,940 -25%
CCW
1196
Coastline Complete Wealth
South Carolina
$224K -$51.1K -1,181 -17%
JFG
1197
JMG Financial Group
Illinois
$224K +$21K +485 +9%
MWM
1198
MBE Wealth Management
Wisconsin
$224K -$32.9K -759 -12%
AW
1199
Aspirean Wealth
California
$223K -$21.9K -506 -8%
MCA
1200
MSH Capital Advisors
Arizona
$223K +$433 +10 +0.2%
46 47
48
49 50