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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
301
Greenberg Financial Group
Arizona
$427K +$589K +7,241 New
FNBT
302
FineMark National Bank & Trust
Florida
$421K +$476K +5,851 New
HKAM
303
Horizon Kinetics Asset Management
New York
$417K -$7.32K -90 -2%
CTC
304
Central Trust Company
Missouri
$412K +$19.4K +238 +4%
IFG
305
Independent Financial Group
California
$407K -$213K -2,614 -32%
WPW
306
Waldron Private Wealth
Pennsylvania
$405K -$44.3K -545 -9%
WA
307
Wealth Alliance
New York
$405K +$117K +1,433 +34%
RA
308
RFG Advisory
Alabama
$404K -$2.5M -30,727 -85%
WA
309
Waverly Advisors
Alabama
$404K +$34.7K +427 +8%
SC
310
Savant Capital
Illinois
$399K -$97.8K -1,203 -18%
SMA
311
Sage Mountain Advisors
Georgia
$396K – – –
RF
312
Robinswood Financial
Washington
$395K +$446K +5,486 New
FFS
313
Founders Financial Securities
Maryland
$390K +$79K +972 +26%
JWCA
314
J.W. Cole Advisors
Florida
$389K +$440K +5,407 New
CFP
315
Cascade Financial Partners
California
$387K +$133K +1,632 +44%
KWM
316
KFG Wealth Management
Indiana
$387K +$155K +1,903 +55%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$384K +$192K +2,355 +79%
EP
318
EPIQ Partners
Minnesota
$384K – – –
CPA
319
Cardiff Park Advisors
California
$383K +$26.4K +325 +7%
CC
320
Chicago Capital
Illinois
$382K +$53K +652 +14%
CWM
321
Congress Wealth Management
Massachusetts
$379K +$99.9K +1,228 +31%
WPA
322
Wealth Preservation Advisors
Tennessee
$377K +$426K +5,236 New
GPA
323
Guidance Point Advisors
Massachusetts
$375K -$48.5K -596 -10%
ANTB
324
AMG National Trust Bank
Colorado
$375K +$88.6K +1,090 +26%
SWIM
325
Smallwood Wealth Investment Management
New Jersey
$370K – – –
11 12
13
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