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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
IASG
276
Investment Advisory Services Group
Florida
$614K +$74.9K +1,199 +11%
PFA
277
Perryman Financial Advisory
Texas
$607K +$13.6K +218 +2%
SFA
278
Sequoia Financial Advisors
Ohio
$602K -$125K -1,996 -14%
SPA
279
Sound Portfolio Advisors
Connecticut
$600K +$164K +2,624 +29%
LSA
280
Lansing Street Advisors
Pennsylvania
$594K -$1.87M -29,914 -72%
CWA
281
Canvas Wealth Advisors
Kansas
$593K -$56.3K -901 -7%
MWA
282
Meridian Wealth Advisors
Texas
$587K +$93.7K +1,500 +15%
DWM
283
Drive Wealth Management
Utah
$585K +$52.4K +839 +8%
FFM
284
Forum Financial Management
Illinois
$577K – – –
WSWA
285
Warren Street Wealth Advisors
California
$575K – – –
GS
286
GWN Securities
Florida
$568K -$88.3K -1,413 -11%
TWG
287
The Wealth Group
Minnesota
$566K +$78.2K +1,251 +13%
EFG
288
Ethos Financial Group
Pennsylvania
$564K -$158K -2,521 -20%
AC
289
AXQ Capital
New Jersey
$556K +$681K +10,894 New
GWMR
290
GC Wealth Management RIA
Massachusetts
$556K -$808K -12,936 -54%
CPC
291
Cadia Private Client
New Jersey
$550K +$88.4K +1,415 +15%
EWM
292
Endowment Wealth Management
Wisconsin
$547K +$106K +1,703 +19%
FMN
293
Financial Management Network
California
$544K -$2.37K -38 -0.4%
BWA
294
Basecamp Wealth Advisors
Washington
$539K +$280K +4,484 +74%
CPA
295
Capital Performance Advisors
California
$539K -$55.1K -882 -8%
KFA
296
Kapstone Financial Advisors
Ohio
$536K -$77.8K -1,245 -11%
VFP
297
Verus Financial Partners
Virginia
$533K – – –
PFBT
298
Parkside Financial Bank & Trust
Missouri
$529K – – –
IW
299
Instrumental Wealth
Florida
$528K +$6.25K +100 +1%
SWASL
300
Spartan Wealth Advisory Services LLC
Michigan
$527K +$354K +5,659 +121%
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12
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