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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
301
Samalin Investment Counsel
New York
$504K +$7.44K +119 +1%
CAG
302
Crestwood Advisors Group
Massachusetts
$504K +$31.2K +500 +5%
RBFC
303
Roman Butler Fullerton & Co
Missouri
$503K +$27.7K +444 +5%
CWM
304
ClientFirst Wealth Management
Arkansas
$500K – – –
ET
305
Equitable Trust
Tennessee
$498K – – –
WDG
306
Wealth Dimensions Group
Ohio
$493K – – –
OIA
307
OneDigital Investment Advisors
Kansas
$493K +$52.2K +835 +9%
QCM
308
Quantinno Capital Management
New York
$492K +$158K +2,531 +36%
RC
309
Rahlfs Capital
Texas
$488K -$43.7K -700 -7%
NS
310
NBC Securities
Alabama
$486K +$24.3K +389 +4%
AWM
311
Activest Wealth Management
Florida
$482K -$1.15M -18,348 -66%
PP
312
Prosperity Planning
Missouri
$476K +$1.88K +30 +0.3%
WB
313
WesBanco Bank
West Virginia
$469K +$30K +480 +6%
DIM
314
Delta Investment Management
California
$463K -$177K -2,828 -24%
FCIM
315
Fairview Capital Investment Management
California
$458K +$126K +2,015 +29%
MOS
316
MGO One Seven
Ohio
$457K +$26.7K +428 +5%
TA
317
Tectonic Advisors
Texas
$457K +$256K +4,098 +85%
APFP
318
Action Point Financial Planning
Michigan
$456K +$561K +8,973 New
KWM
319
Kiker Wealth Management
Georgia
$456K – – –
SRPTWM
320
Split Rock Private Trading & Wealth Management
Minnesota
$452K +$63.9K +1,023 +13%
OFS
321
OneAscent Financial Services
Alabama
$451K +$59.4K +951 +12%
TSS
322
Two Sigma Securities
New York
$448K +$549K +8,781 New
MWM
323
Massachusetts Wealth Management
Massachusetts
$448K -$6.25K -100 -1%
CCA
324
Checchi Capital Advisers
California
$447K +$547K +8,760 New
QCA
325
Quantify Chaos Advisors
New York
$447K +$6K +96 +1%
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13
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