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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
101
Revere Asset Management
Texas
$2.66M +$2.05M +65,770 New
Bank of America
102
Bank of America
North Carolina
$2.6M +$2M +64,150 New
SCA
103
Sassicaia Capital Advisers
New York
$2.59M +$2M +64,000 New
AC
104
Avestar Capital
New York
$2.58M +$1.99M +63,796 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$2.56M +$1.98M +63,324 New
CMI
106
Clare Market Investments
Texas
$2.46M +$1.89M +60,685 New
BFG
107
Bleakley Financial Group
New Jersey
$2.45M +$1.89M +60,500 New
SW
108
Simplicity Wealth
New Jersey
$2.45M +$1.89M +60,500 New
FCM
109
Findell Capital Management
New York
$2.43M +$1.87M +60,000 New
MGIA
110
Moneta Group Investment Advisors
Missouri
$2.41M +$1.85M +59,439 New
RSWM
111
Robertson Stephens Wealth Management
California
$2.37M +$1.82M +58,483 New
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$2.26M +$1.74M +55,797 New
SAM
113
Synergy Asset Management
Washington
$2.11M +$1.63M +52,108 New
UWM
114
Udine Wealth Management
Florida
$2.03M +$1.57M +50,280 New
IPW
115
Impact Partnership Wealth
Georgia
$2.02M +$1.56M +50,031 New
LCAM
116
London & Capital Asset Management
United Kingdom
$1.99M +$1.53M +49,110 New
ULWM
117
Upper Left Wealth Management
Florida
$1.97M +$1.51M +48,560 New
EWM
118
Executive Wealth Management
Michigan
$1.89M +$1.49M +47,642 New
DC
119
Dantai Capital
Hong Kong
$1.85M +$1.43M +45,730 New
BAAM
120
Baker Avenue Asset Management
California
$1.77M +$1.36M +43,762 New
CLOS
121
Compagnie Lombard Odier SCmA
Switzerland
$1.77M +$1.36M +43,670 New
WAM
122
Wakefield Asset Management
Colorado
$1.69M +$1.3M +41,793 New
Northern Trust
123
Northern Trust
Illinois
$1.67M +$1.29M +41,340 New
RA
124
Resolute Advisors
California
$1.66M +$1.28M +41,010 New
CB
125
Commerce Bank
Missouri
$1.63M +$1.25M +40,228 New
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