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Fidelity Wise Origin Bitcoin Fund
FBTC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Upper Left Wealth Management
251
Upper Left Wealth Management
Florida
USD 703 k +USD 43.3 k +693 +5%
SA
252
Sunesis Advisors
Kansas
USD 702 k – – –
Vestor Capital
253
Vestor Capital
Illinois
USD 690 k -USD 15.4 k -247 -5%
Falcon Wealth Planning
254
Falcon Wealth Planning
California
USD 689 k +USD 31.7 k +508 +4%
Diversify Wealth Management
255
Diversify Wealth Management
Utah
USD 689 k -USD 13.4 M -213,975 -95%
Diversify Advisory Services
256
Diversify Advisory Services
Utah
USD 689 k +USD 762 k +12,194 Nuevas
Meridian Wealth Management
257
Meridian Wealth Management
Kentucky
USD 687 k -USD 335 k -5,363 -29%
Larson Financial Group
258
Larson Financial Group
Missouri
USD 679 k +USD 70.9 k +1,135 +9%
CNBTD
259
Citizens National Bank Trust Department
Mississippi
USD 666 k – – –
Bogart Wealth LLC
260
Bogart Wealth LLC
Virginia
USD 655 k +USD 366 k +5,857 +84%
Angeles Wealth Management
261
Angeles Wealth Management
California
USD 655 k +USD 281 k +4,500 +54%
Eagle Global Advisors
262
Eagle Global Advisors
Texas
USD 653 k – – –
Whitaker-Myers Wealth Managers
263
Whitaker-Myers Wealth Managers
Ohio
USD 650 k +USD 144 k +2,297 +22%
Eagle Strategies
264
Eagle Strategies
New York
USD 648 k +USD 147 k +2,356 +23%
Curi RMB Capital
265
Curi RMB Capital
Illinois
USD 646 k -USD 76.5 k -1,224 -9%
Bauman Advisory Group
266
Bauman Advisory Group
Nevada
USD 645 k +USD 21.6 k +345 +3%
Rochester Wealth Strategies
267
Rochester Wealth Strategies
Michigan
USD 644 k +USD 169 k +2,699 +27%
Pure Financial Advisors
268
Pure Financial Advisors
California
USD 644 k +USD 114 k +1,824 +17%
Wiser Wealth Management
269
Wiser Wealth Management
Georgia
USD 642 k +USD 432 k +6,919 +122%
TCW Group
270
TCW Group
California
USD 641 k – – –
Daymark Wealth Partners
271
Daymark Wealth Partners
Ohio
USD 638 k -USD 24.8 k -397 -3%
Headlands Technologies
272
Headlands Technologies
Illinois
USD 637 k +USD 432 k +6,907 +124%
Estate Planners Group
273
Estate Planners Group
Pennsylvania
USD 635 k +USD 185 k +2,955 +31%
Synergy Financial Group
274
Synergy Financial Group
California
USD 631 k – – –
Clear Creek Financial Management
275
Clear Creek Financial Management
Washington
USD 621 k +USD 16.4 k +262 +2%
9 10
11
12 13