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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
ULWM
301
Upper Left Wealth Management
Florida
$737K +$86.6K +992 +11%
DCM
302
Dudley Capital Management
Virginia
$736K +$98.2K +1,125 +13%
FPWM
303
Five Pine Wealth Management
Idaho
$733K +$203K +2,328 +32%
DAS
304
Diversify Advisory Services
Utah
$731K -$19.6M -224,671 -96%
SIC
305
Samalin Investment Counsel
New York
$725K – – –
AF
306
Advisornet Financial
Minnesota
$725K -$46.1K -528 -5%
WDG
307
Wealth Dimensions Group
Ohio
$724K +$262 +3 +0%
OIA
308
OneDigital Investment Advisors
Kansas
$713K +$72.4K +830 +10%
CAG
309
Crestwood Advisors Group
Massachusetts
$711K +$272K +3,114 +50%
CPC
310
Cadia Private Client
New Jersey
$711K +$814K +9,325 New
PP
311
Prosperity Planning
Missouri
$709K – – –
QCM
312
Quantinno Capital Management
New York
$702K +$375K +4,293 +87%
DFG
313
Demars Financial Group
Washington
$696K +$124K +1,419 +18%
WA
314
Wealth Alliance
New York
$689K +$257K +2,944 +48%
PA
315
Procyon Advisors
Connecticut
$682K +$781K +8,950 New
WE
316
Wealth Effects
Massachusetts
$680K +$219K +2,515 +39%
RBFC
317
Roman Butler Fullerton & Co
Missouri
$678K -$19.7K -226 -3%
WB
318
WesBanco Bank
West Virginia
$664K +$8.73K +100 +1%
SPA
319
Sound Portfolio Advisors
Connecticut
$650K +$744K +8,526 New
EHC
320
Everett Harris & Co
California
$649K +$137K +1,575 +23%
BAM
321
Belpointe Asset Management
Nevada
$645K -$410K -4,702 -36%
LFG
322
Larson Financial Group
Missouri
$645K +$33.1K +379 +5%
SRPTWM
323
Split Rock Private Trading & Wealth Management
Minnesota
$645K +$738K +8,458 New
EPG
324
Estate Planners Group
Pennsylvania
$644K +$737K +8,450 New
SC
325
Solstein Capital
California
$641K +$734K +8,407 New
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