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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
Silverlake Wealth Management
Vermont
$762K +$148K +1,725 +27%
ET
277
Equitable Trust
Tennessee
$757K – – –
RIL
278
Rothschild Investment LLC
Illinois
$752K – – –
M
279
MATAURO
New York
$744K +$46.7K +543 +7%
VFPW
280
Vantage Financial Partners (Wisconsin)
Wisconsin
$738K +$77.2K +897 +13%
WB
281
WesBanco Bank
West Virginia
$737K +$3.62K +42 +0.5%
LFG
282
Larson Financial Group
Missouri
$728K +$26.2K +304 +4%
SWA
283
Stratos Wealth Advisors
Ohio
$726K -$1.78M -20,630 -73%
RPCA
284
Running Point Capital Advisors
California
$720K +$2.58K +30 +0.4%
WPC
285
Wedmont Private Capital
Pennsylvania
$718K +$112K +1,300 +21%
DFG
286
Demars Financial Group
Washington
$703K +$644K +7,478 New
CPIG
287
Chicago Partners Investment Group
Illinois
$695K -$1.46K -17 -0.3%
WJA
288
Willis Johnson & Associates
Texas
$691K +$1.81K +21 +0.3%
OIA
289
OneDigital Investment Advisors
Kansas
$680K +$32.4K +377 +5%
CWM
290
Congress Wealth Management
Massachusetts
$672K +$170K +1,978 +38%
IP
291
Intellectus Partners
California
$667K +$90.4K +1,050 +17%
CL
292
CLG LLC
California
$662K +$260K +3,023 +75%
SPM
293
Symmetry Peak Management
Pennsylvania
$660K +$604K +7,020 New
SW
294
SteelPeak Wealth
California
$658K – – –
IAS
295
Insigneo Advisory Services
Florida
$654K +$53.3K +619 +10%
FCIM
296
Fairview Capital Investment Management
California
$653K – – –
WANY
297
Wealthspire Advisors (New York)
New York
$650K +$8.18K +95 +1%
TWM
298
Tradition Wealth Management
Minnesota
$646K -$611K -7,100 -51%
WPW
299
Waldron Private Wealth
Pennsylvania
$641K +$102K +1,190 +21%
EHC
300
Everett Harris & Co
California
$638K -$190K -2,212 -25%
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