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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
1226
Wealth Management Nebraska
Nebraska
$275K +$275K +4,233 New
AAG
1227
Armstrong Advisory Group
Massachusetts
$275K – – –
MHR
1228
Matthew Hamilton Rosenberg
$272K – – –
BWP
1229
BSW Wealth Partners
Colorado
$272K +$273K +4,191 New
PWPS
1230
Pinnacle Wealth Planning Services
Ohio
$272K +$273K +4,190 New
TGAM
1231
TBH Global Asset Management
Tennessee
$271K +$272K +4,174 New
GC
1232
GatePass Capital
Ohio
$270K +$271K +4,161 New
DWAM
1233
Duncan Williams Asset Management
Tennessee
$270K +$25.2K +388 +10%
VNA
1234
Valley National Advisers
Pennsylvania
$269K -$19.6K -302 -7%
PWA
1235
Physician Wealth Advisors
Utah
$268K +$74.4K +1,144 +38%
AL
1236
Aspiriant LLC
California
$268K +$130 +2 +0%
MLFP
1237
MPS Loria Financial Planners
Illinois
$267K – – –
WGS
1238
Washington Growth Strategies
District of Columbia
$267K – – –
TFA
1239
Tobias Financial Advisors
Florida
$267K -$93.3K -1,434 -26%
WCM
1240
Wealthcare Capital Management
Virginia
$267K +$267K +4,104 New
BW
1241
Balance Wealth
Ohio
$266K +$44.7K +687 +20%
VFG
1242
Victory Financial Group
Texas
$266K +$266K +4,085 New
TCOV
1243
Trust Company of Vermont
Vermont
$264K +$5.66K +87 +2%
CW
1244
Channel Wealth
California
$264K +$264K +4,060 New
CWA
1245
CJM Wealth Advisers
Virginia
$263K +$263K +4,049 New
HCM
1246
Hollencrest Capital Management
California
$262K +$49.2K +756 +23%
MA
1247
MONECO Advisors
Connecticut
$262K +$262K +4,026 New
MA
1248
MBA Advisors
Pennsylvania
$262K +$16.8K +259 +7%
VA
1249
Valmark Advisers
Ohio
$261K +$261K +4,018 New
FMN
1250
Financial Management Network
California
$261K +$6.25K +96 +3%
48 49
50
51 52