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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
226
Tru Independence Asset Management 2
Oregon
$1.24M +$493K +5,644 +53%
WA
227
Waverly Advisors
Alabama
$1.24M +$147K +1,682 +12%
SAW
228
Signal Advisors Wealth
Michigan
$1.23M +$246K +2,816 +21%
BPC
229
Bearing Point Capital
Minnesota
$1.23M +$1.41M +16,122 New
GVAG
230
Great Valley Advisor Group
Delaware
$1.23M +$33.4K +383 +2%
RWM
231
Revisor Wealth Management
Ohio
$1.23M +$348K +3,984 +34%
MSF
232
Mustard Seed Financial
Arkansas
$1.22M +$55K +630 +4%
WIA
233
World Investment Advisors
California
$1.2M -$291K -3,332 -18%
MWA
234
Mills Wealth Advisors
Texas
$1.18M -$40.7K -466 -3%
AWM
235
Aries Wealth Management
Maine
$1.17M +$138K +1,585 +11%
MIM
236
MTM Investment Management
South Carolina
$1.17M -$55.1K -631 -4%
BFC
237
Bedel Financial Consulting
Indiana
$1.13M – – –
KFP
238
KMG Fiduciary Partners
Ohio
$1.11M +$370K +4,236 +41%
MWM
239
Marietta Wealth Management
Georgia
$1.1M – – –
SWA
240
Strata Wealth Advisors
Texas
$1.1M – – –
CCM
241
Condor Capital Management
New Jersey
$1.09M +$18.4K +211 +1%
AI
242
Atria Investments
North Carolina
$1.08M +$517K +5,930 +72%
CPA
243
Capital Performance Advisors
California
$1.08M +$758K +8,690 +159%
3AM
244
3EDGE Asset Management
Florida
$1.08M -$64.7K -742 -5%
BAG
245
Bauman Advisory Group
Nevada
$1.06M +$1.21M +13,914 New
CRC
246
Curi RMB Capital
Illinois
$1.06M +$27.1K +311 +2%
GCM
247
Gambit Capital Management
Tennessee
$1.05M +$1.2M +13,771 New
PWS
248
Precision Wealth Strategies
Missouri
$1.04M +$612K +7,013 +106%
GLAM
249
Gardner Lewis Asset Management
Pennsylvania
$1.03M +$1.18M +13,535 New
EFG
250
Ethos Financial Group
Pennsylvania
$1.03M +$359K +4,114 +44%
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