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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1251
Optimum Investment Advisors
Illinois
$99.7K -$11.2K -200 -11%
ITIM
1252
Indiana Trust & Investment Management
Indiana
$96.7K – – –
NRG
1253
Nemes Rush Group
Michigan
$96.7K -$56.2K -1,003 -39%
VWA
1254
VSM Wealth Advisory
Maryland
$96.5K +$88.3K +1,576 New
HWM
1255
Horizons Wealth Management
North Carolina
$95.1K +$87K +1,553 New
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$94.4K +$19.6K +350 +29%
BWL
1257
Bogart Wealth LLC
Virginia
$94K +$5.6K +100 +7%
WTC
1258
WhitTier Trust Company
Nevada
$93.1K – – –
ST
1259
Smithfield Trust
Pennsylvania
$93K – – –
OCM
1260
Orion Capital Management
California
$92.2K -$95.3K -1,700 -53%
OWA
1261
Opal Wealth Advisors
New York
$89.6K +$23K +411 +39%
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83.9K +$70K +1,250 +1,042%
BCMLT
1263
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.1K +$46.9K +837 +161%
MM
1264
Main Management
California
$83K – – –
CNBT
1265
Cornerstone National Bank & Trust
Illinois
$82.9K +$56K +1,000 +282%
BFS
1266
Burkett Financial Services
South Carolina
$79.3K +$2.46K +44 +4%
EDRH
1267
Edmond de Rothschild Holding
Switzerland
$79K – – –
SHF
1268
Safe Harbor Fiduciary
Florida
$78.7K – – –
WCM
1269
Winthrop Capital Management
Indiana
$78K +$11.2K +200 +19%
CHC
1270
City Holding Co
West Virginia
$77.3K +$30.5K +545 +76%
WFA
1271
West Financial Advisors
Iowa
$75.2K – – –
AW
1272
Avion Wealth
Texas
$74K +$6.89K +123 +11%
BONH
1273
Bank of New Hampshire
New Hampshire
$72.3K – – –
HPC
1274
HM Payson & Co
Maine
$72K +$11.2K +200 +20%
PWAM
1275
Private Wealth Asset Management
Iowa
$70.4K +$64.4K +1,150 New
49 50
51
52 53