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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Condor Capital Management
New Jersey
$846K +$78.7K +1,260 +8%
MSF
227
Mustard Seed Financial
Arkansas
$842K +$187 +3 +0%
BFC
228
Bedel Financial Consulting
Indiana
$836K +$11.9K +191 +1%
PCP
229
Proficio Capital Partners
Massachusetts
$821K -$75K -1,200 -7%
CWP
230
Clark Wealth Partners
Illinois
$817K +$999K +15,991 +106,607%
TCCM
231
Timber Creek Capital Management
Massachusetts
$803K +$273K +4,363 +38%
SFG
232
Strive Financial Group
Indiana
$798K +$977K +15,641 New
EFS
233
Essex Financial Services
Connecticut
$797K -$74.3K -1,189 -7%
SWA
234
Stratos Wealth Advisors
Ohio
$796K -$4.75K -76 -0.5%
CL
235
CIM LLC
New York
$790K +$21.1K +338 +2%
RZH
236
Relyea Zuckerberg Hanson
Connecticut
$778K +$55.2K +883 +6%
WPW
237
Waldron Private Wealth
Pennsylvania
$770K +$107K +1,710 +13%
WMG
238
WESCAP Management Group
California
$761K – – –
GVAG
239
Great Valley Advisor Group
Delaware
$759K -$26K -416 -3%
CG
240
CFO4Life Group
Texas
$759K +$317K +5,073 +52%
RSWM
241
Robertson Stephens Wealth Management
California
$756K +$31.3K +501 +4%
MWM
242
Marietta Wealth Management
Georgia
$739K – – –
SWA
243
Strata Wealth Advisors
Texas
$734K – – –
KWM
244
KFG Wealth Management
Indiana
$734K +$260K +4,164 +41%
NWMG
245
National Wealth Management Group
Ohio
$729K -$135K -2,162 -13%
AA
246
Ancora Advisors
Ohio
$722K -$360K -5,759 -29%
FPWM
247
Five Pine Wealth Management
Idaho
$714K +$120K +1,921 +16%
CB
248
Commerce Bank
Missouri
$713K +$112K +1,787 +15%
ULWM
249
Upper Left Wealth Management
Florida
$703K +$43.3K +693 +5%
SA
250
Sunesis Advisors
Kansas
$702K – – –
8 9
10
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