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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
251
Falcon Wealth Planning
California
$689K +$31.7K +508 +4%
DWM
252
Diversify Wealth Management
Utah
$689K -$13.4M -213,975 -95%
DAS
253
Diversify Advisory Services
Utah
$689K +$762K +12,194 New
MWM
254
Meridian Wealth Management
Kentucky
$687K -$335K -5,363 -29%
LFG
255
Larson Financial Group
Missouri
$679K +$70.9K +1,135 +9%
CNBTD
256
Citizens National Bank Trust Department
Mississippi
$666K – – –
BWL
257
Bogart Wealth LLC
Virginia
$655K +$366K +5,857 +84%
AWM
258
Angeles Wealth Management
California
$655K +$281K +4,500 +54%
EGA
259
Eagle Global Advisors
Texas
$653K – – –
WMWM
260
Whitaker-Myers Wealth Managers
Ohio
$650K +$144K +2,297 +22%
ES
261
Eagle Strategies
New York
$648K +$147K +2,356 +23%
CRC
262
Curi RMB Capital
Illinois
$646K -$76.5K -1,224 -9%
BAG
263
Bauman Advisory Group
Nevada
$645K +$21.6K +345 +3%
RWS
264
Rochester Wealth Strategies
Michigan
$644K +$169K +2,699 +27%
PFA
265
Pure Financial Advisors
California
$644K +$114K +1,824 +17%
WWM
266
Wiser Wealth Management
Georgia
$642K +$432K +6,919 +122%
TG
267
TCW Group
California
$641K – – –
DWP
268
Daymark Wealth Partners
Ohio
$638K -$24.8K -397 -3%
HT
269
Headlands Technologies
Illinois
$637K +$432K +6,907 +124%
EPG
270
Estate Planners Group
Pennsylvania
$635K +$185K +2,955 +31%
SFG
271
Synergy Financial Group
California
$631K – – –
CCFM
272
Clear Creek Financial Management
Washington
$621K +$16.4K +262 +2%
IASG
273
Investment Advisory Services Group
Florida
$614K +$74.9K +1,199 +11%
PFA
274
Perryman Financial Advisory
Texas
$607K +$13.6K +218 +2%
SFA
275
Sequoia Financial Advisors
Ohio
$602K -$125K -1,996 -14%
9 10
11
12 13