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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1201
Prospera Financial Services
Texas
$288K +$288K +4,427 New
SIA
1202
Soltis Investment Advisors
Utah
$286K +$49.7K +764 +21%
KCM
1203
Kathmere Capital Management
Pennsylvania
$286K +$286K +4,404 New
EFS
1204
Essex Financial Services
Connecticut
$286K -$18.8K -289 -6%
FAM
1205
Flaharty Asset Management
Florida
$286K -$532K -8,176 -65%
SF
1206
Symphony Financial
Texas
$286K +$220K +3,388 +332%
LSA
1207
L & S Advisors
California
$285K +$286K +4,390 New
SIAG
1208
Safeguard Investment Advisory Group
California
$285K +$26.5K +408 +10%
AFA
1209
American Financial Advisors
Georgia
$285K +$285K +4,380 New
HP
1210
Haven Private
Florida
$284K +$284K +4,367 New
BB
1211
Berkshire Bank
Massachusetts
$284K – – –
PA
1212
Promethium Advisors
Maryland
$283K – – –
DWS
1213
Discipline Wealth Solutions
South Carolina
$282K +$282K +4,343 New
TL
1214
Tradewinds LLC
North Carolina
$282K +$282K +4,335 New
TA
1215
Tectonic Advisors
Texas
$282K +$455 +7 +0.2%
BEC
1216
Blue Edge Capital
Virginia
$282K +$62.3K +958 +28%
JJBC
1217
James J. Burns & Company
New York
$281K +$281K +4,319 New
DFP
1218
Defined Financial Planning
California
$281K -$380K -5,839 -59%
NSIM
1219
North Star Investment Management
Illinois
$280K +$95.4K +1,466 +51%
MWM
1220
Mattern Wealth Management
Kansas
$280K +$280K +4,306 New
ZI
1221
ZEGA Investments
Florida
$280K -$2.8M -43,018 -91%
LFS
1222
Legacy Financial Strategies
Kansas
$279K +$280K +4,297 New
DF
1223
DecisionPoint Financial
Arizona
$279K +$40.5K +623 +18%
OL
1224
Optas LLC
Texas
$278K – – –
OFP
1225
OLIO Financial Planning
Virginia
$277K +$277K +4,260 New
47 48
49
50 51