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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
276
Rise Advisors
New York
$26.2K +$28.7K +500 New
TCOV
277
Trust Company of Vermont
Vermont
$21.5K – – –
SFFS
278
Stonehage Fleming Financial Services
Jersey
$19.8K +$21.7K +378 New
LOIP
279
Live Oak Investment Partners
Texas
$19.5K – – –
LIA
280
Lynx Investment Advisory
District of Columbia
$18.4K +$20.1K +350 New
CAL
281
Capital Analysts LLC
Pennsylvania
$18K +$10.1K +177 +101%
BWP
282
Baldwin Wealth Partners
Massachusetts
$16.3K – – –
CTA
283
Colonial Trust Advisors
South Carolina
$15.7K +$5.73K +100 +50%
NFSG
284
Newbridge Financial Services Group
Florida
$14.8K +$6.42K +112 +66%
SIS
285
Sound Income Strategies
Florida
$13.8K +$15.1K +264 New
PWMA
286
Pension & Wealth Management Advisors
Massachusetts
$13.7K +$1.09K +19 +8%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K -$25.8K -450 -64%
CB
288
Chris Bulman
California
$13.1K +$14.3K +250 New
SIC
289
SJS Investment Consulting
Ohio
$11K – – –
NMG
290
New Millennium Group
Utah
$10.9K +$11.9K +208 New
SC
291
Stephens Consulting
Michigan
$10.5K – – –
MRCM
292
M&R Capital Management
New Jersey
$10.5K +$11.5K +200 New
AAP
293
Arax Advisory Partners
Colorado
$10.1K – – –
ATPW
294
Ashton Thomas Private Wealth
Arizona
$9.44K +$10.3K +180 New
HCM
295
Hollencrest Capital Management
California
$8.92K – – –
CT
296
Clearstead Trust
Maine
$8.92K +$9.75K +170 New
FWA
297
FSC Wealth Advisors
New York
$8.45K +$9.23K +161 New
HWM
298
HighMark Wealth Management
Minnesota
$8.39K -$2.01K -35 -18%
IA
299
IFP Advisors
Florida
$8.39K +$3.44K +60 +60%
CPG
300
Cornerstone Planning Group
New Jersey
$7.07K +$8.66K +151 New
10 11
12
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