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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
301
Horizon Kinetics Asset Management
New York
$417K -$7.32K -90 -2%
CTC
302
Central Trust Company
Missouri
$412K +$19.4K +238 +4%
IFG
303
Independent Financial Group
California
$407K -$213K -2,614 -32%
WPW
304
Waldron Private Wealth
Pennsylvania
$405K -$44.3K -545 -9%
WA
305
Wealth Alliance
New York
$405K +$117K +1,433 +34%
RA
306
RFG Advisory
Alabama
$404K -$2.5M -30,727 -85%
WA
307
Waverly Advisors
Alabama
$404K +$34.7K +427 +8%
SC
308
Savant Capital
Illinois
$399K -$97.8K -1,203 -18%
SMA
309
Sage Mountain Advisors
Georgia
$396K – – –
RF
310
Robinswood Financial
Washington
$395K +$446K +5,486 New
FFS
311
Founders Financial Securities
Maryland
$390K +$79K +972 +26%
JWCA
312
J.W. Cole Advisors
Florida
$389K +$440K +5,407 New
CFP
313
Cascade Financial Partners
California
$387K +$133K +1,632 +44%
KWM
314
KFG Wealth Management
Indiana
$387K +$155K +1,903 +55%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$384K +$192K +2,355 +79%
EP
316
EPIQ Partners
Minnesota
$384K – – –
CPA
317
Cardiff Park Advisors
California
$383K +$26.4K +325 +7%
CC
318
Chicago Capital
Illinois
$382K +$53K +652 +14%
CWM
319
Congress Wealth Management
Massachusetts
$379K +$99.9K +1,228 +31%
WPA
320
Wealth Preservation Advisors
Tennessee
$377K +$426K +5,236 New
GPA
321
Guidance Point Advisors
Massachusetts
$375K -$48.5K -596 -10%
ANTB
322
AMG National Trust Bank
Colorado
$375K +$88.6K +1,090 +26%
SWIM
323
Smallwood Wealth Investment Management
New Jersey
$370K – – –
DCM
324
Dudley Capital Management
Virginia
$369K +$417K +5,132 New
RWP
325
RWA Wealth Partners
Massachusetts
$368K +$416K +5,110 New
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13
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