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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
251
OneAscent Financial Services
Alabama
$1.02M +$724K +8,296 +164%
GFG
252
GR Financial Group
Arizona
$1.01M -$692K -7,926 -37%
EW
253
Evoke Wealth
California
$1.01M +$400K +4,588 +53%
RSWM
254
Robertson Stephens Wealth Management
California
$1.01M +$717K +8,211 +164%
SG
255
StoneX Group
New York
$1M -$8.4M -96,319 -88%
CGA
256
Crescent Grove Advisors
Illinois
$991K +$934K +10,705 +465%
NAM
257
NTV Asset Management
West Virginia
$983K +$34.9K +400 +3%
DIM
258
Delta Investment Management
California
$983K +$81.9K +938 +8%
DWP
259
Daymark Wealth Partners
Ohio
$978K +$19.9K +228 +2%
PA
260
Parallel Advisors
California
$976K +$334K +3,822 +43%
LIA
261
LBMC Investment Advisors
Tennessee
$965K – – –
TG
262
TCW Group
California
$957K – – –
SFG
263
Synergy Financial Group
California
$952K -$1.05K -12 -0.1%
AWM
264
Apollon Wealth Management
South Carolina
$938K +$1.07M +12,305 New
WPW
265
Waldron Private Wealth
Pennsylvania
$930K +$158K +1,806 +17%
MKA
266
M. Kulyk & Associates
Georgia
$930K +$27.2K +312 +3%
PWM
267
Perigon Wealth Management
California
$907K +$522K +5,977 +101%
BWA
268
Basecamp Wealth Advisors
Washington
$902K +$1.03M +11,803 New
JC
269
JB Capital
Connecticut
$899K +$12.2K +140 +1%
FWP
270
Falcon Wealth Planning
California
$890K +$59.9K +686 +6%
WQ
271
Wealth Quarterback
New Jersey
$885K +$8.64K +99 +0.9%
CIA
272
Capital Investment Advisors
Georgia
$884K +$143K +1,638 +16%
PFA
273
Perryman Financial Advisory
Texas
$872K +$998K +11,441 New
KFA
274
Kapstone Financial Advisors
Ohio
$872K +$998K +11,435 New
CCFM
275
Clear Creek Financial Management
Washington
$871K +$23K +264 +2%
9 10
11
12 13