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Fidelity Wise Origin Bitcoin Fund
FBTC

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