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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
276
Five Pine Wealth Management
Idaho
$712K +$163K +2,449 +25%
IAN
277
Integrated Advisors Network
Texas
$712K +$802K +12,058 New
CCFM
278
Clear Creek Financial Management
Washington
$703K +$31.9K +480 +4%
DIM
279
Delta Investment Management
California
$703K -$66.1K -993 -8%
KFA
280
Kapstone Financial Advisors
Ohio
$694K +$21K +315 +3%
PFA
281
Perryman Financial Advisory
Texas
$689K +$15.2K +228 +2%
VFP
282
Verus Financial Partners
Virginia
$686K – – –
DM
283
Diversified Management
Wisconsin
$678K +$764K +11,490 New
WPC
284
Wedmont Private Capital
Pennsylvania
$678K +$67.2K +1,010 +10%
CPA
285
Capital Performance Advisors
California
$675K -$181K -2,722 -19%
JF
286
JSF Financial
California
$672K +$66.9K +1,006 +10%
TCCM
287
Timber Creek Capital Management
Massachusetts
$671K +$48.6K +730 +7%
FFM
288
Forum Financial Management
Illinois
$667K – – –
WSWA
289
Warren Street Wealth Advisors
California
$665K +$749K +11,264 New
SM
290
Sweeney & Michel
California
$641K -$3.33K -50 -0.5%
BCM
291
Basso Capital Management
Connecticut
$640K -$920K -13,825 -56%
LIA
292
LBMC Investment Advisors
Tennessee
$640K -$120K -1,805 -14%
IASG
293
Investment Advisory Services Group
Florida
$640K +$59.9K +900 +9%
PFA
294
Pure Financial Advisors
California
$636K +$2.59K +39 +0.4%
GC
295
Garde Capital
Washington
$633K +$63.5K +955 +10%
DWM
296
Drive Wealth Management
Utah
$627K +$304K +4,574 +76%
WMWM
297
Whitaker-Myers Wealth Managers
Ohio
$616K +$251K +3,780 +57%
FMN
298
Financial Management Network
California
$615K – – –
PFBT
299
Parkside Financial Bank & Trust
Missouri
$612K – – –
ES
300
Eagle Strategies
New York
$611K +$284K +4,275 +70%
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12
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