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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Beck Capital Management
Texas
$799K -$5.57M -55,774 -87%
RIL
302
Rothschild Investment LLC
Illinois
$798K – – –
SFP
303
Sandbox Financial Partners
Maryland
$791K +$140K +1,402 +21%
CL
304
CLG LLC
California
$784K +$80.6K +807 +11%
EGA
305
Eagle Global Advisors
Texas
$784K +$180K +1,800 +30%
DFG
306
Demars Financial Group
Washington
$769K +$23.1K +231 +3%
RPCA
307
Running Point Capital Advisors
California
$765K +$200 +2 +0%
JWCA
308
J.W. Cole Advisors
Florida
$747K +$147K +1,468 +24%
FNBT
309
FineMark National Bank & Trust
Florida
$737K +$116K +1,166 +19%
FPWM
310
Five Pine Wealth Management
Idaho
$727K +$263K +2,629 +56%
IP
311
Intellectus Partners
California
$719K +$9.99K +100 +1%
TWM
312
Tradition Wealth Management
Minnesota
$714K +$27.9K +279 +4%
GF
313
Gimbal Financial
Indiana
$713K -$15.9M -159,384 -96%
TC
314
Truvestments Capital
Florida
$709K +$477K +4,771 +205%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$704K +$38.6K +386 +6%
CC
316
Chicago Capital
Illinois
$703K +$132K +1,325 +23%
TFS
317
Thoroughbred Financial Services
Tennessee
$702K +$33.8K +338 +5%
GPA
318
Guidance Point Advisors
Massachusetts
$697K +$90.3K +904 +15%
FCIM
319
Fairview Capital Investment Management
California
$694K – – –
EHC
320
Everett Harris & Co
California
$693K +$15.6K +156 +2%
PCP
321
Proficio Capital Partners
Massachusetts
$685K +$40.9K +409 +6%
RWA
322
Redhawk Wealth Advisors
Minnesota
$682K +$59.1K +592 +9%
WANY
323
Wealthspire Advisors (New York)
New York
$670K -$19.6K -196 -3%
UCFA
324
United Capital Financial Advisors
Texas
$664K +$51K +510 +8%
PWS
325
Precision Wealth Strategies
Missouri
$662K +$663K +6,637 New
11 12
13
14 15