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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1276
Whelan Financial
California
$238K +$9.26K +163 +4%
KAM
1277
Knightsbridge Asset Management
California
$236K +$50.7K +893 +23%
SF
1278
Symphony Financial
Texas
$235K +$18.7K +329 +7%
GC
1279
GatePass Capital
Ohio
$235K +$32.8K +577 +14%
AFG
1280
Artesa Financial Group
Texas
$235K +$269K +4,737 New
WP
1281
Westmount Partners
California
$235K -$35.1K -617 -12%
JAFL
1282
Jay A. Fishman Ltd
Michigan
$235K – – –
CIS
1283
Custom Index Systems
New York
$235K -$176K -3,095 -40%
QCG
1284
Quadrant Capital Group
Ohio
$234K +$83.3K +1,467 +45%
BOSSRA
1285
B.O.S.S. Retirement Advisors
Utah
$234K -$33.3K -586 -11%
SIAG
1286
Safeguard Investment Advisory Group
California
$233K +$17.2K +303 +7%
FPN
1287
Financial Planning Navigators
Minnesota
$231K +$265K +4,656 New
ZIG
1288
Zuckerman Investment Group
Illinois
$231K -$470K -8,279 -64%
CPC
1289
Cadia Private Client
New Jersey
$230K +$264K +4,642 New
AFA
1290
American Financial Advisors
Georgia
$230K +$14.7K +259 +6%
AWAP
1291
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$230K +$8.52K +150 +3%
KJHP
1292
K.J. Harrison & Partners
Ontario, Canada
$230K -$1.74M -30,600 -87%
MAG
1293
MRA Advisory Group
New Jersey
$229K -$165K -2,912 -39%
XPN
1294
XY Planning Network
Montana
$229K +$46.9K +825 +22%
CI
1295
Ceera Investments
Texas
$228K +$44K +775 +20%
LFGO
1296
Legacy Financial Group (Oklahoma)
Oklahoma
$228K +$62.7K +1,103 +32%
EIG
1297
Ellenbecker Investment Group
Wisconsin
$228K +$80K +1,409 +44%
HCM
1298
Howland Capital Management
Massachusetts
$228K -$576K -10,134 -69%
TDB
1299
Thompson David Blair
$227K +$260K +4,577 New
SIM
1300
Synergy Investment Management
Florida
$227K +$260K +4,573 New
50 51
52
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