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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
251
Northeast Financial Consultants
Connecticut
$928K +$850K +9,874 New
AFS
252
Access Financial Services
Minnesota
$924K +$20.1K +233 +2%
FWP
253
Falcon Wealth Planning
California
$924K +$29.2K +339 +4%
PA
254
Parallel Advisors
California
$923K +$47.9K +557 +6%
AF
255
Allworth Financial
California
$916K -$39K -453 -4%
VC
256
Vestor Capital
Illinois
$913K -$480K -5,573 -70%
WCA
257
Westover Capital Advisors
Delaware
$896K -$5.16K -60 -0.6%
CCFM
258
Clear Creek Financial Management
Washington
$890K +$279K +3,239 +52%
MCM
259
MAI Capital Management
Ohio
$889K +$17.7K +206 +2%
AF
260
Advisornet Financial
Minnesota
$884K +$123K +1,431 +18%
PP
261
Prosperity Planning
Missouri
$874K +$551K +6,400 +221%
EFG
262
Ethos Financial Group
Pennsylvania
$859K +$305K +3,540 +63%
RA
263
RFG Advisory
Alabama
$850K +$295K +3,429 +61%
WA
264
Waverly Advisors
Alabama
$846K +$291K +3,385 +60%
HAM
265
Harber Asset Management
North Carolina
$843K +$772K +8,970 New
GS
266
GWN Securities
Florida
$842K +$44.8K +521 +6%
SFA
267
Sequoia Financial Advisors
Ohio
$840K +$205K +2,380 +36%
CIA
268
Capital Investment Advisors
Georgia
$829K +$60.5K +703 +9%
BJL
269
Brighton Jones LLC
Washington
$828K +$208K +2,419 +38%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$825K +$172 +2 +0%
ULWM
271
Upper Left Wealth Management
Florida
$818K -$57.7K -670 -7%
DCM
272
Dudley Capital Management
Virginia
$797K +$288K +3,346 +65%
ABC
273
Associated Banc-Corp
Wisconsin
$773K +$24.5K +285 +4%
TSS
274
Two Sigma Securities
New York
$768K +$278K +3,229 +65%
PWS
275
Peloton Wealth Strategists
Indiana
$768K +$73.2K +850 +12%
9 10
11
12 13