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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
301
Sweeney & Michel
California
$525K -$46.9K -750 -7%
SAM
302
Secure Asset Management
Michigan
$515K +$60K +961 +11%
MKA
303
M. Kulyk & Associates
Georgia
$510K – – –
RCG
304
Regatta Capital Group
California
$506K +$23.4K +374 +4%
SIC
305
Samalin Investment Counsel
New York
$504K +$7.44K +119 +1%
CAG
306
Crestwood Advisors Group
Massachusetts
$504K +$31.2K +500 +5%
RBFC
307
Roman Butler Fullerton & Co
Missouri
$503K +$27.7K +444 +5%
CWM
308
ClientFirst Wealth Management
Arkansas
$500K – – –
ET
309
Equitable Trust
Tennessee
$498K – – –
WDG
310
Wealth Dimensions Group
Ohio
$493K – – –
OIA
311
OneDigital Investment Advisors
Kansas
$493K +$52.2K +835 +9%
QCM
312
Quantinno Capital Management
New York
$492K +$158K +2,531 +36%
RC
313
Rahlfs Capital
Texas
$488K -$43.7K -700 -7%
NS
314
NBC Securities
Alabama
$486K +$24.3K +389 +4%
AWM
315
Activest Wealth Management
Florida
$482K -$1.15M -18,348 -66%
PP
316
Prosperity Planning
Missouri
$476K +$1.88K +30 +0.3%
WB
317
WesBanco Bank
West Virginia
$469K +$30K +480 +6%
DIM
318
Delta Investment Management
California
$463K -$177K -2,828 -24%
FCIM
319
Fairview Capital Investment Management
California
$458K +$126K +2,015 +29%
MOS
320
MGO One Seven
Ohio
$457K +$26.7K +428 +5%
TA
321
Tectonic Advisors
Texas
$457K +$256K +4,098 +85%
APFP
322
Action Point Financial Planning
Michigan
$456K +$561K +8,973 New
KWM
323
Kiker Wealth Management
Georgia
$456K – – –
SRPTWM
324
Split Rock Private Trading & Wealth Management
Minnesota
$452K +$63.9K +1,023 +13%
OFS
325
OneAscent Financial Services
Alabama
$451K +$59.4K +951 +12%
11 12
13
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