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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
301
ClientFirst Wealth Management
Arkansas
$747K +$127K +1,460 +18%
GC
302
Garde Capital
Washington
$745K +$853K +9,771 New
ULWM
303
Upper Left Wealth Management
Florida
$737K +$86.6K +992 +11%
DCM
304
Dudley Capital Management
Virginia
$736K +$98.2K +1,125 +13%
FPWM
305
Five Pine Wealth Management
Idaho
$733K +$203K +2,328 +32%
DAS
306
Diversify Advisory Services
Utah
$731K -$19.6M -224,671 -96%
SIC
307
Samalin Investment Counsel
New York
$725K – – –
AF
308
Advisornet Financial
Minnesota
$725K -$46.1K -528 -5%
WDG
309
Wealth Dimensions Group
Ohio
$724K +$262 +3 +0%
OIA
310
OneDigital Investment Advisors
Kansas
$713K +$72.4K +830 +10%
CAG
311
Crestwood Advisors Group
Massachusetts
$711K +$272K +3,114 +50%
CPC
312
Cadia Private Client
New Jersey
$711K +$814K +9,325 New
PP
313
Prosperity Planning
Missouri
$709K – – –
QCM
314
Quantinno Capital Management
New York
$702K +$375K +4,293 +87%
DFG
315
Demars Financial Group
Washington
$696K +$124K +1,419 +18%
WA
316
Wealth Alliance
New York
$689K +$257K +2,944 +48%
PA
317
Procyon Advisors
Connecticut
$682K +$781K +8,950 New
WE
318
Wealth Effects
Massachusetts
$680K +$219K +2,515 +39%
RBFC
319
Roman Butler Fullerton & Co
Missouri
$678K -$19.7K -226 -3%
WB
320
WesBanco Bank
West Virginia
$664K +$8.73K +100 +1%
SPA
321
Sound Portfolio Advisors
Connecticut
$650K +$744K +8,526 New
EHC
322
Everett Harris & Co
California
$649K +$137K +1,575 +23%
BAM
323
Belpointe Asset Management
Nevada
$645K -$410K -4,702 -36%
LFG
324
Larson Financial Group
Missouri
$645K +$33.1K +379 +5%
SRPTWM
325
Split Rock Private Trading & Wealth Management
Minnesota
$645K +$738K +8,458 New
11 12
13
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