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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
301
Smallwood Wealth Investment Management
New Jersey
$420K +$373K +5,146 New
PA
302
Promethium Advisors
Maryland
$419K +$372K +5,132 New
CPA
303
Cardiff Park Advisors
California
$408K – – –
SW
304
SteelPeak Wealth
California
$408K +$363K +5,000 New
CF
305
Cantor Fitzgerald
New York
$407K +$362K +4,987 New
DW30
306
Drucker Wealth 3.0
New Jersey
$404K +$359K +4,952 New
CIC
307
Chilton Investment Company
Connecticut
$398K +$354K +4,876 New
CWM
308
ClientFirst Wealth Management
Arkansas
$392K +$349K +4,808 New
LSAG
309
Lake Street Advisors Group
New Hampshire
$391K – – –
TAM
310
Titleist Asset Management
Texas
$387K -$58.6K -808 -15%
UCFA
311
United Capital Financial Advisors
Texas
$385K +$343K +4,722 New
CC
312
Chicago Capital
Illinois
$380K +$338K +4,657 New
TIM
313
Total Investment Management
Arizona
$377K -$30.2K -417 -8%
BAM
314
Belpointe Asset Management
Nevada
$376K -$252K -3,471 -32%
IPW
315
Impact Partnership Wealth
Georgia
$374K +$332K +4,580 New
KF
316
KKM Financial
Illinois
$367K – – –
RFA
317
Reyes Financial Architecture
California
$363K +$323K +4,455 New
PCA
318
Prosperity Capital Advisors
Ohio
$361K +$218 +3 +0.1%
CW
319
CreativeOne Wealth
Kansas
$357K +$5.29K +73 +2%
AAS
320
Avantax Advisory Services
Texas
$356K +$317K +4,367 New
GS
321
GWN Securities
Florida
$356K +$316K +4,362 New
OIA
322
OneDigital Investment Advisors
Kansas
$354K +$315K +4,342 New
FPW
323
Fairvoy Private Wealth
Alabama
$353K +$313K +4,322 New
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$352K +$31.5K +434 +11%
ECM
325
Exchange Capital Management
Michigan
$351K – – –
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