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iShares Bitcoin Trust
IBIT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1701
Trifecta Capital Advisors
Illinois
– -$108K -1,765 Closed
VWA
1702
VSM Wealth Advisory
Maryland
– -$96.5K -1,576 Closed
OWA
1703
Opal Wealth Advisors
New York
– -$89.6K -1,463 Closed
BCMLT
1704
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$83.1K -1,357 Closed
AW
1705
Avion Wealth
Texas
– -$79.5K -1,222 -100%
KWM
1706
Kiker Wealth Management
Georgia
– -$68.4K -1,118 Closed
MAWAG
1707
Mid-American Wealth Advisory Group
Missouri
– -$62.7K -1,025 Closed
CW
1708
Curio Wealth
Maryland
– -$54.4K -889 Closed
GM
1709
GeoWealth Management
Illinois
– -$49.9K -816 Closed
UCB
1710
United Community Bank
South Carolina
– -$30.6K -500 Closed
DI
1711
DAGCO Inc
Ohio
– -$20.5K -335 Closed
WTFG
1712
Wood Tarver Financial Group
Idaho
– -$19K -322 Closed
PFG
1713
Putney Financial Group
California
– -$17.4K -285 Closed
IMC
1714
Investment Management Corporation
Virginia
– -$14.7K -240 Closed
SWM
1715
Shelton Wealth Management
Texas
– -$12.8K -209 Closed
SFCL
1716
Strengthening Families & Communities LLC
Massachusetts
– -$9.5K -203 Closed
MIA
1717
Milestone Investment Advisors
Wisconsin
– -$11.6K -189 Closed
AWM
1718
Atticus Wealth Management
Florida
– -$10.7K -175 Closed
NC
1719
NewSquare Capital
Pennsylvania
– -$6.73K -110 Closed
BFP
1720
Briaud Financial Planning
Texas
– -$6K -100 Closed
WAM
1721
WFA Asset Management
Wisconsin
– -$3.07K -90 Closed
CWM
1722
CarsonAllaria Wealth Management
Illinois
– -$5.2K -85 Closed
MWM
1723
MorganRosel Wealth Management
Colorado
– -$4.1K -67 Closed
PSFG
1724
Park Square Financial Group
Georgia
– -$3.12K -51 Closed
NWM
1725
Nova Wealth Management
Florida
– -$979 -16 Closed
66 67 68
69
70