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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1201
WoodTrust Financial
Wisconsin
$288K +$288K +4,432 New
PFS
1202
Prospera Financial Services
Texas
$288K +$288K +4,427 New
SIA
1203
Soltis Investment Advisors
Utah
$286K +$49.7K +764 +21%
KCM
1204
Kathmere Capital Management
Pennsylvania
$286K +$286K +4,404 New
EFS
1205
Essex Financial Services
Connecticut
$286K -$18.8K -289 -6%
FAM
1206
Flaharty Asset Management
Florida
$286K -$532K -8,176 -65%
SF
1207
Symphony Financial
Texas
$286K +$220K +3,388 +332%
LSA
1208
L & S Advisors
California
$285K +$286K +4,390 New
SIAG
1209
Safeguard Investment Advisory Group
California
$285K +$26.5K +408 +10%
AFA
1210
American Financial Advisors
Georgia
$285K +$285K +4,380 New
HP
1211
Haven Private
Florida
$284K +$284K +4,367 New
BB
1212
Berkshire Bank
Massachusetts
$284K – – –
PA
1213
Promethium Advisors
Maryland
$283K – – –
DWS
1214
Discipline Wealth Solutions
South Carolina
$282K +$282K +4,343 New
TL
1215
Tradewinds LLC
North Carolina
$282K +$282K +4,335 New
TA
1216
Tectonic Advisors
Texas
$282K +$455 +7 +0.2%
BEC
1217
Blue Edge Capital
Virginia
$282K +$62.3K +958 +28%
JJBC
1218
James J. Burns & Company
New York
$281K +$281K +4,319 New
DFP
1219
Defined Financial Planning
California
$281K -$380K -5,839 -59%
NSIM
1220
North Star Investment Management
Illinois
$280K +$95.4K +1,466 +51%
MWM
1221
Mattern Wealth Management
Kansas
$280K +$280K +4,306 New
ZI
1222
ZEGA Investments
Florida
$280K -$2.8M -43,018 -91%
LFS
1223
Legacy Financial Strategies
Kansas
$279K +$280K +4,297 New
DF
1224
DecisionPoint Financial
Arizona
$279K +$40.5K +623 +18%
OL
1225
Optas LLC
Texas
$278K – – –
47 48
49
50 51