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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
WealthPlan Investment Management
Nebraska
$712K +$232K +3,197 +58%
TCCM
227
Timber Creek Capital Management
Massachusetts
$709K +$254K +3,506 +68%
BFG
228
Bleakley Financial Group
New Jersey
$708K -$29.6K -408 -4%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$702K +$624K +8,601 New
PA
230
Parallel Advisors
California
$695K +$138K +1,899 +29%
JC
231
JB Capital
Connecticut
$682K +$232K +3,201 +62%
WRPWM
232
Werba Rubin Papier Wealth Management
California
$680K +$604K +8,334 New
IFG
233
Independent Financial Group
California
$674K +$290K +4,003 +94%
PWP
234
Principle Wealth Partners
Connecticut
$660K +$64.4K +888 +12%
RIL
235
Rothschild Investment LLC
Illinois
$653K +$145K +2,000 +33%
KA
236
Kercheville Advisors
Texas
$653K +$580K +8,000 New
DIM
237
Delta Investment Management
California
$651K +$230K +3,173 +66%
LIA
238
LBMC Investment Advisors
Tennessee
$632K – – –
RPCA
239
Running Point Capital Advisors
California
$623K +$181K +2,500 +49%
FWP
240
Falcon Wealth Planning
California
$617K +$130K +1,793 +31%
FSA
241
Financial Sense Advisors
California
$612K +$544K +7,500 New
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$610K +$248K +3,420 +78%
PCP
243
Proficio Capital Partners
Massachusetts
$604K +$537K +7,398 New
BFG
244
Berger Financial Group
Minnesota
$601K +$5.44K +75 +1%
WCA
245
Westover Capital Advisors
Delaware
$598K +$66.7K +920 +14%
SIG
246
Stonegate Investment Group
Alabama
$595K +$529K +7,292 New
TF
247
Trek Financial
Arizona
$587K +$115K +1,579 +28%
BFWA
248
Benchmark Financial Wealth Advisors
Florida
$585K +$57.6K +794 +12%
Raymond James Financial
249
Raymond James Financial
Florida
$577K +$513K +7,071 New
GFG
250
GR Financial Group
Arizona
$575K +$511K +7,051 New