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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1251
Valmark Advisers
Ohio
$261K +$261K +4,018 New
FMN
1252
Financial Management Network
California
$261K +$6.25K +96 +3%
IAA
1253
Independent Advisor Alliance
North Carolina
$261K +$26.3K +405 +11%
BWP
1254
Bernardo Wealth Planning
Pennsylvania
$260K +$15.7K +241 +6%
CSA
1255
Cottage Street Advisors
Massachusetts
$260K – – –
PW
1256
PUREfi Wealth
Massachusetts
$260K +$260K +4,000 New
FC
1257
Franchise Capital
Cayman Islands
$260K +$90.4K +1,390 +53%
KP
1258
Keel Point
Alabama
$258K +$259K +3,976 New
OWP
1259
Obermeyer Wealth Partners
Colorado
$257K -$81.4K -1,252 -24%
KIA
1260
KCM Investment Advisors
California
$257K +$257K +3,958 New
MWA
1261
Meridian Wealth Advisors
Texas
$257K +$257K +3,955 New
AFC
1262
AFT Forsyth & Company
Florida
$256K +$257K +3,945 New
AWC
1263
Abundance Wealth Counselors
Pennsylvania
$256K +$455 +7 +0.2%
DI
1264
Diligent Investors
California
$255K +$256K +3,930 New
FFA
1265
Founders Financial Alliance
North Carolina
$254K +$255K +3,915 New
SIC
1266
SFE Investment Counsel
California
$254K +$6.5K +100 +3%
KFC
1267
Klingenstein Fields & Co
New York
$254K +$254K +3,911 New
SCP
1268
Stevens Capital Partners
Nebraska
$254K -$455 -7 -0.2%
DWG
1269
Darden Wealth Group
Michigan
$252K +$32.5K +500 +15%
PWAM
1270
Private Wealth Asset Management
Iowa
$252K +$177K +2,721 +237%
DWP
1271
Daymark Wealth Partners
Ohio
$252K +$252K +3,870 New
WDL
1272
Well Done LLC
Michigan
$251K +$251K +3,864 New
FT
1273
Fiduciary Trust
Massachusetts
$251K – – –
KAM
1274
Knightsbridge Asset Management
California
$251K -$553K -8,500 -69%
IWM
1275
IMG Wealth Management
Florida
$250K +$18.7K +287 +8%
49 50
51
52 53