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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
226
Stonegate Investment Group
Alabama
$1.34M +$64.8K +649 +5%
SAW
227
Signal Advisors Wealth
Michigan
$1.33M +$70.4K +705 +6%
RC
228
Rahlfs Capital
Texas
$1.32M +$140K +1,405 +12%
BAM
229
Belpointe Asset Management
Nevada
$1.31M +$99.2K +993 +8%
USCWA
230
U.S. Capital Wealth Advisors
Texas
$1.3M +$420K +4,207 +48%
OGC
231
Oak Grove Capital
New Hampshire
$1.29M +$1.29M +12,889 New
LIA
232
LBMC Investment Advisors
Tennessee
$1.26M – – –
CMP
233
Coston McIsaac & Partners
Maine
$1.26M -$163K -1,628 -11%
DWP
234
Daymark Wealth Partners
Ohio
$1.26M -$267K -2,673 -17%
TG
235
TCW Group
California
$1.25M +$113K +1,130 +10%
RWM
236
Revisor Wealth Management
Ohio
$1.25M -$236K -2,361 -17%
NAM
237
NTV Asset Management
West Virginia
$1.25M – – –
SFG
238
Synergy Financial Group
California
$1.25M – – –
PFA
239
Pure Financial Advisors
California
$1.24M +$23K +230 +2%
LSIA
240
LaSalle St. Investment Advisors
Illinois
$1.24M +$56.8K +568 +5%
RCG
241
Regatta Capital Group
California
$1.22M +$209K +2,088 +21%
DIM
242
Delta Investment Management
California
$1.19M +$172K +1,717 +17%
MKA
243
M. Kulyk & Associates
Georgia
$1.19M – – –
BJL
244
Brighton Jones LLC
Washington
$1.17M +$288K +2,880 +33%
JC
245
JB Capital
Connecticut
$1.16M – – –
WQ
246
Wealth Quarterback
New Jersey
$1.15M +$99.9K +1,000 +10%
SIA
247
SkyView Investment Advisors
New Jersey
$1.15M -$99.9K -1,000 -8%
SAM
248
Secure Asset Management
Michigan
$1.13M +$35.9K +359 +3%
CCFM
249
Clear Creek Financial Management
Washington
$1.11M +$170K +1,703 +18%
FWP
250
Falcon Wealth Planning
California
$1.1M +$116K +1,160 +12%
8 9
10
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