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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
1301
Harbor Asset Planning
Massachusetts
$48.2K +$44.2K +788 New
TCM
1302
TD Capital Management
Tennessee
$47.8K +$8.13K +145 +23%
AIM
1303
Arcadia Investment Management
Michigan
$45.9K +$42K +750 New
MEG
1304
Millstone Evans Group
Colorado
$43.8K – – –
ME
1305
McIlrath & Eck
Washington
$42.9K +$9.13K +163 +30%
BF
1306
BOK Financial
Oklahoma
$42.5K – – –
WWM
1307
Wolff Wiese Magana
California
$41.7K -$11.5K -206 -23%
BCM
1308
Berbice Capital Management
New York
$41.6K +$4.48K +80 +13%
HFS
1309
Hughes Financial Services
Virginia
$40.6K +$21.3K +381 +160%
MWA
1310
Medallion Wealth Advisors
Connecticut
$39.7K +$3.59K +64 +11%
FC
1311
Fairscale Capital
New Hampshire
$39.1K – – –
SWIM
1312
Smallwood Wealth Investment Management
New Jersey
$39.1K +$112 +2 +0.3%
TFG
1313
Team Financial Group
California
$39K +$35.7K +637 New
RDFA
1314
Ritter Daniher Financial Advisory
Ohio
$38.8K +$23.2K +414 +188%
VFM
1315
Vision Financial Markets
Connecticut
$37.6K – – –
BI
1316
Binnacle Investments
Iowa
$36.7K +$16.8K +300 +100%
ACA
1317
American Capital Advisory
Idaho
$33.9K – – –
WOSD
1318
WFA of San Diego
California
$33.7K +$30.8K +550 New
SFA
1319
Semmax Financial Advisors
North Carolina
$32.6K +$15.9K +284 +136%
MAS
1320
MPWM Advisory Solutions
Georgia
$31.7K – – –
AWM
1321
Accredited Wealth Management
Kentucky
$31.5K -$7.57K -135 -21%
GIA
1322
GHP Investment Advisors
Colorado
$31.4K +$7.4K +132 +35%
UCB
1323
United Community Bank
South Carolina
$30.6K +$28K +500 New
RWM
1324
RMG Wealth Management
Wisconsin
$29.7K +$24.9K +445 New
JWA
1325
JFS Wealth Advisors
Pennsylvania
$29.5K +$25K +447 +1,277%
51 52
53
54 55