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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1201
Glass Jacobson Investment Advisors
Maryland
$271K +$13.2K +232 +4%
MA
1202
MBA Advisors
Pennsylvania
$270K +$80.6K +1,419 +35%
CL
1203
CLG LLC
California
$270K +$3.12K +55 +1%
RCM
1204
RB Capital Management
Nevada
$270K +$309K +5,431 New
FCA
1205
Fortis Capital Advisors
Kansas
$269K -$81.5K -1,435 -21%
OFO
1206
OneAscent Family Office
Alabama
$268K – – –
HCM
1207
Hilton Capital Management
New York
$268K +$306K +5,395 New
HF
1208
Holcombe Financial
Georgia
$268K +$5.68K +100 +2%
PA
1209
Pinnacle Associates
New York
$267K +$9.77K +172 +3%
BWP
1210
Balboa Wealth Partners
Arizona
$267K +$306K +5,384 New
CAM
1211
Claret Asset Management
Quebec, Canada
$267K – – –
LFS
1212
Legacy Financial Strategies
Kansas
$267K +$61.4K +1,080 +25%
OFP
1213
OLIO Financial Planning
Virginia
$267K +$63.3K +1,115 +26%
MAM
1214
Madison Asset Management
Wisconsin
$267K +$96.6K +1,700 +46%
MFA
1215
Millington Financial Advisors
Illinois
$267K – – –
CPA
1216
Capital Performance Advisors
California
$266K +$305K +5,362 New
RPCONE
1217
Retirement Planning Company of New England
Rhode Island
$265K -$16.9K -298 -5%
JSW
1218
Journey Strategic Wealth
New Jersey
$265K -$16.4M -288,777 -98%
JFG
1219
JMG Financial Group
Illinois
$265K -$170K -2,986 -36%
PGAM
1220
Princeton Global Asset Management
New Jersey
$265K -$35.2K -620 -10%
XF
1221
XML Financial
Maryland
$265K -$17.1K -301 -5%
VF
1222
Vawter Financial
Ohio
$264K – – –
HIS
1223
Harvest Investment Services
Illinois
$264K +$7.9K +139 +3%
SWMG
1224
Signature Wealth Management Group
Georgia
$263K +$104K +1,836 +53%
KFSC
1225
Keystone Financial Services (Colorado)
Colorado
$262K +$99K +1,742 +49%
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