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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ET
251
Equitable Trust
Tennessee
$579K +$203K +2,500 +45%
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$577K – – –
RIL
253
Rothschild Investment LLC
Illinois
$576K – – –
AF
254
Advisornet Financial
Minnesota
$574K +$79.5K +977 +14%
ABC
255
Associated Banc-Corp
Wisconsin
$572K -$102K -1,250 -14%
BCM
256
Beaumont Capital Management
Massachusetts
$571K +$646K +7,939 New
VC
257
Vestor Capital
Illinois
$570K +$206K +2,530 +47%
CPIG
258
Chicago Partners Investment Group
Illinois
$566K +$18.1K +222 +3%
WB
259
WesBanco Bank
West Virginia
$561K +$126K +1,555 +25%
LIA
260
LBMC Investment Advisors
Tennessee
$557K – – –
FFA
261
Farther Finance Advisors
California
$556K +$116K +1,423 +23%
RPCA
262
Running Point Capital Advisors
California
$549K – – –
FFWA
263
FRG Family Wealth Advisors
Washington
$543K +$613K +7,540 New
Vanguard Capital Wealth Advisors
264
Vanguard Capital Wealth Advisors
Colorado
$538K +$608K +7,475 New
LFG
265
Larson Financial Group
Missouri
$536K +$49.8K +612 +9%
SIG
266
Stonegate Investment Group
Alabama
$531K +$6.51K +80 +1%
M
267
MATAURO
New York
$530K +$599K +7,368 New
BFG
268
Berger Financial Group
Minnesota
$530K – – –
WJA
269
Willis Johnson & Associates
Texas
$527K +$35.3K +434 +6%
PWS
270
Peloton Wealth Strategists
Indiana
$527K +$107K +1,312 +22%
TF
271
Trek Financial
Arizona
$517K -$407 -5 -0.1%
AWC
272
Abundance Wealth Counselors
Pennsylvania
$505K +$570K +7,010 New
SW
273
SteelPeak Wealth
California
$504K +$163K +2,000 +40%
VFPW
274
Vantage Financial Partners (Wisconsin)
Wisconsin
$500K – – –
FCIM
275
Fairview Capital Investment Management
California
$500K – – –