IBIT icon

iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1201
Mainsail Asset Management
Alabama
$274K +$314K +5,525 New
SAM
1202
Seelaus Asset Management
New Jersey
$274K – – –
ACA
1203
Alpha Capital Advisors
Maine
$274K +$290K +5,107 New
DWP
1204
Daymark Wealth Partners
Ohio
$272K +$91.1K +1,603 +41%
FWP
1205
Falcon Wealth Planning
California
$272K +$311K +5,472 New
PMFA
1206
Plante Moran Financial Advisors
Michigan
$271K +$118K +2,069 +61%
GJIA
1207
Glass Jacobson Investment Advisors
Maryland
$271K +$13.2K +232 +4%
MA
1208
MBA Advisors
Pennsylvania
$270K +$80.6K +1,419 +35%
CL
1209
CLG LLC
California
$270K +$3.12K +55 +1%
RCM
1210
RB Capital Management
Nevada
$270K +$309K +5,431 New
FCA
1211
Fortis Capital Advisors
Kansas
$269K -$81.5K -1,435 -21%
OFO
1212
OneAscent Family Office
Alabama
$268K – – –
HCM
1213
Hilton Capital Management
New York
$268K +$306K +5,395 New
HF
1214
Holcombe Financial
Georgia
$268K +$5.68K +100 +2%
PA
1215
Pinnacle Associates
New York
$267K +$9.77K +172 +3%
BWP
1216
Balboa Wealth Partners
Arizona
$267K +$306K +5,384 New
CAM
1217
Claret Asset Management
Quebec, Canada
$267K – – –
LFS
1218
Legacy Financial Strategies
Kansas
$267K +$61.4K +1,080 +25%
OFP
1219
OLIO Financial Planning
Virginia
$267K +$63.3K +1,115 +26%
MAM
1220
Madison Asset Management
Wisconsin
$267K +$96.6K +1,700 +46%
MFA
1221
Millington Financial Advisors
Illinois
$267K – – –
CPA
1222
Capital Performance Advisors
California
$266K +$305K +5,362 New
RPCONE
1223
Retirement Planning Company of New England
Rhode Island
$265K -$16.9K -298 -5%
JSW
1224
Journey Strategic Wealth
New Jersey
$265K -$16.4M -288,777 -98%
JFG
1225
JMG Financial Group
Illinois
$265K -$170K -2,986 -36%
47 48
49
50 51