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IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1351
Armstrong Advisory Group
Massachusetts
$210K – – –
WG
1352
Welch Group
Alabama
$210K -$17K -300 -7%
PAM
1353
Pacific Asset Management
Washington
$210K +$240K +4,222 New
IAG
1354
Investment Advisory Group
Massachusetts
$209K +$34.3K +604 +17%
FPGK
1355
Financial Partners Group (Kansas)
Kansas
$207K +$248K +4,367 New
GSC
1356
Ground Swell Capital
South Carolina
$206K +$236K +4,157 New
DI
1357
Diligent Investors
California
$206K +$12.7K +223 +6%
AMBIA
1358
Allen Mooney & Barnes Investment Advisors
Georgia
$206K +$236K +4,153 New
SHIM
1359
Stone House Investment Management
Pennsylvania
$206K -$55.2K -972 -19%
DG
1360
DMC Group
Alabama
$206K -$95.9K -1,688 -29%
YWS
1361
Yarger Wealth Strategies
Ohio
$206K +$236K +4,147 New
FBT
1362
First Bankers Trust
Kentucky
$206K +$44.3K +780 +23%
WGS
1363
Washington Growth Strategies
District of Columbia
$204K – – –
PCM
1364
Parsons Capital Management
Rhode Island
$203K +$233K +4,097 New
SRS
1365
Strong Retirement Solutions
Washington
$203K +$232K +4,091 New
FFWM
1366
Future Financial Wealth Management
Ohio
$203K +$54K +950 +31%
TA
1367
TLS Advisors
Florida
$203K +$232K +4,087 New
AO
1368
Advisor OS
Illinois
$203K -$56.9K -1,001 -20%
EFMC
1369
Empire Financial Management Company
New York
$203K +$19.9K +350 +9%
WHCFA
1370
William Howard & Co Financial Advisors
Tennessee
$202K +$24.9K +438 +12%
KFA
1371
Kelleher Financial Advisors
New York
$202K +$66.6K +1,173 +40%
LAM
1372
Lewis Asset Management
California
$202K +$231K +4,068 New
SSCA
1373
South Shore Capital Advisors
Massachusetts
$202K +$231K +4,066 New
CWA
1374
Canvas Wealth Advisors
Kansas
$202K +$231K +4,065 New
OA
1375
Oasis Advisors
Iowa
$202K +$231K +4,063 New
53 54
55
56 57