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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1301
Ceera Investments
Texas
$228K +$44K +775 +20%
LFGO
1302
Legacy Financial Group (Oklahoma)
Oklahoma
$228K +$62.7K +1,103 +32%
EIG
1303
Ellenbecker Investment Group
Wisconsin
$228K +$80K +1,409 +44%
HCM
1304
Howland Capital Management
Massachusetts
$228K -$576K -10,134 -69%
TDB
1305
Thompson David Blair
$227K +$260K +4,577 New
SIM
1306
Synergy Investment Management
Florida
$227K +$260K +4,573 New
VA
1307
Valmark Advisers
Ohio
$227K +$31.1K +548 +14%
NFG
1308
Nadler Financial Group
Illinois
$226K +$259K +4,556 New
SAG
1309
SageView Advisory Group
California
$225K +$398 +7 +0.2%
HA
1310
Helium Advisors
Washington
$225K +$80K +1,409 +45%
SFC
1311
Swisher Financial Concepts
Ohio
$225K -$20.1K -354 -7%
CA
1312
COFG Advisors
Illinois
$225K +$257K +4,523 New
BFS
1313
Bare Financial Services
Pennsylvania
$225K +$4.09K +72 +2%
SIA
1314
SeaBridge Investment Advisors
New Jersey
$223K +$255K +4,496 New
MC
1315
Matisse Capital
Oregon
$223K -$36.8K -648 -13%
PA
1316
Promethium Advisors
Maryland
$223K +$7.38K +130 +3%
VCA
1317
Verdence Capital Advisors
Maryland
$223K -$14.9K -262 -6%
PWPS
1318
Pinnacle Wealth Planning Services
Ohio
$223K +$16.7K +294 +7%
PFGIA
1319
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$254K +4,476 New
TWA
1320
TCI Wealth Advisors
Arizona
$222K +$64.8K +1,141 +34%
OWA
1321
ORBA Wealth Advisors
Illinois
$221K +$253K +4,454 New
AA
1322
Ancora Advisors
Ohio
$221K -$43.5K -765 -15%
EU
1323
Emory University
Georgia
$221K – – –
RFA
1324
Rollins Financial Advisors
New York
$221K -$31.3K -551 -11%
WF
1325
WoodTrust Financial
Wisconsin
$220K – – –
51 52
53
54 55