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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
Strata Wealth Advisors
Texas
$848K – – –
RZH
252
Relyea Zuckerberg Hanson
Connecticut
$848K +$607K +9,123 +174%
RSWM
253
Robertson Stephens Wealth Management
California
$844K +$71.4K +1,073 +8%
CRC
254
Curi RMB Capital
Illinois
$820K – – –
SFA
255
Sequoia Financial Advisors
Ohio
$814K +$261K +3,926 +40%
SA
256
Sunesis Advisors
Kansas
$812K +$507K +7,628 +124%
GLAM
257
Gardner Lewis Asset Management
Pennsylvania
$799K – – –
WPW
258
Waldron Private Wealth
Pennsylvania
$789K +$77.6K +1,166 +10%
ONB
259
Old National Bancorp
Indiana
$788K +$888K +13,350 New
ULWM
260
Upper Left Wealth Management
Florida
$772K +$227K +3,414 +35%
CNBTD
261
Citizens National Bank Trust Department
Mississippi
$771K +$180K +2,700 +26%
FWP
262
Falcon Wealth Planning
California
$767K +$87.5K +1,316 +11%
DWP
263
Daymark Wealth Partners
Ohio
$761K +$4.26K +64 +0.5%
EGA
264
Eagle Global Advisors
Texas
$756K -$246K -3,700 -22%
EFG
265
Ethos Financial Group
Pennsylvania
$751K -$50.5K -759 -6%
AWM
266
Apollon Wealth Management
South Carolina
$746K +$22.4K +337 +3%
TG
267
TCW Group
California
$741K – – –
GS
268
GWN Securities
Florida
$741K +$164K +2,463 +24%
CWA
269
Canvas Wealth Advisors
Kansas
$739K +$72.4K +1,088 +10%
JC
270
JB Capital
Connecticut
$733K +$41.6K +625 +5%
SFG
271
Synergy Financial Group
California
$729K -$8.45K -127 -1%
PWM
272
Perigon Wealth Management
California
$728K +$29.2K +439 +4%
IA
273
IFP Advisors
Florida
$725K +$59.8K +899 +8%
BAG
274
Bauman Advisory Group
Nevada
$725K -$108K -1,627 -12%
BCI
275
Brinker Capital Investments
Pennsylvania
$721K -$859K -12,913 -51%
9 10
11
12 13