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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
276
Sandbox Financial Partners
Maryland
$496K +$323K +3,972 +136%
OIA
277
OneDigital Investment Advisors
Kansas
$493K +$204K +2,513 +58%
WANY
278
Wealthspire Advisors (New York)
New York
$491K -$407 -5 -0.1%
SAW
279
Signal Advisors Wealth
Michigan
$484K +$547K +6,725 New
MC
280
Moors & Cabot
Massachusetts
$475K -$288K -3,544 -35%
GVCM
281
Global View Capital Management
Wisconsin
$472K +$534K +6,562 New
SFA
282
Sequoia Financial Advisors
Ohio
$472K +$20.9K +257 +4%
MOS
283
MGO One Seven
Ohio
$470K +$95.4K +1,173 +22%
FSA
284
Financial Sense Advisors
California
$468K -$81.3K -1,000 -13%
TA
285
Tectonic Advisors
Texas
$464K +$54.6K +672 +12%
JIC
286
Joel Isaacson & Co
New York
$464K +$24.4K +300 +5%
IA
287
IFP Advisors
Florida
$460K +$217K +2,667 +72%
BJL
288
Brighton Jones LLC
Washington
$460K +$198K +2,440 +62%
SWM
289
Silverlake Wealth Management
Vermont
$459K -$39.8K -490 -7%
EFG
290
Ethos Financial Group
Pennsylvania
$456K – – –
IAS
291
Insigneo Advisory Services
Florida
$456K +$239K +2,943 +87%
TFS
292
Thoroughbred Financial Services
Tennessee
$455K +$14.2K +175 +3%
CCFM
293
Clear Creek Financial Management
Washington
$448K +$202K +2,489 +67%
RWA
294
Redhawk Wealth Advisors
Minnesota
$445K +$38.2K +470 +8%
WPC
295
Wedmont Private Capital
Pennsylvania
$443K +$210K +2,578 +74%
CIC
296
Chilton Investment Company
Connecticut
$436K +$96K +1,180 +24%
IP
297
Intellectus Partners
California
$435K +$42.3K +520 +9%
EGA
298
Eagle Global Advisors
Texas
$435K – – –
WT
299
Whittier Trust
California
$432K – – –
UCFA
300
United Capital Financial Advisors
Texas
$429K +$101K +1,245 +26%