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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
E
1226
EntreWealth
Texas
$204K +$230K +5,309 New
SWMG
1227
Signature Wealth Management Group
Georgia
$204K – – –
HF
1228
Holcombe Financial
Georgia
$203K -$4.33K -100 -2%
KFSC
1229
Keystone Financial Services (Colorado)
Colorado
$203K – – –
ZIG
1230
Zuckerman Investment Group
Illinois
$203K +$27.3K +630 +14%
SCM
1231
Spreng Capital Management
Ohio
$203K -$248K -5,728 -52%
FIS
1232
Fischer Investment Strategies
California
$203K -$176K -4,060 -44%
MFS
1233
Miller Financial Services
Michigan
$203K +$53.5K +1,236 +31%
BWL
1234
Bogart Wealth LLC
Virginia
$202K +$70.5K +1,628 +45%
CWA
1235
Canvas Wealth Advisors
Kansas
$202K +$51.3K +1,185 +29%
HWA
1236
HHM Wealth Advisors
Tennessee
$201K -$571K -13,188 -72%
MLFP
1237
MPS Loria Financial Planners
Illinois
$201K +$227K +5,241 New
CW
1238
Cedarwood Wealth
Colorado
$200K +$2.17K +50 +1%
PWA
1239
Physician Wealth Advisors
Utah
$200K +$4.63K +107 +2%
C1AG
1240
Client 1st Advisory Group
Florida
$200K – – –
HI
1241
Hoey Investments
Pennsylvania
$200K +$4.33K +100 +2%
FA
1242
Fountainhead AM
New Jersey
$193K +$87 +2 +0%
NCNMGF
1243
Nano-Cap New Millennium Growth Fund
New York
$192K +$216K +5,000 New
GJIA
1244
Glass Jacobson Investment Advisors
Maryland
$183K -$29.5K -682 -13%
IBOK
1245
Independence Bank of Kentucky
Kentucky
$181K -$538K -12,417 -73%
TPWA
1246
Twin Peaks Wealth Advisors
California
$180K +$203K +4,688 New
RFP
1247
Root Financial Partners
California
$174K +$64.9K +1,499 +49%
OWA
1248
Opal Wealth Advisors
New York
$172K +$194K +4,488 New
MSG
1249
Main Street Group
Virginia
$172K +$194K +4,486 New
AA
1250
Ancora Advisors
Ohio
$172K +$736 +17 +0.4%
48 49
50
51 52