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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$612K – – –
ES
302
Eagle Strategies
New York
$611K +$284K +4,275 +70%
RC
303
Rahlfs Capital
Texas
$605K – – –
IW
304
Instrumental Wealth
Florida
$605K +$19.3K +290 +3%
KWM
305
KFG Wealth Management
Indiana
$603K +$151K +2,266 +29%
MWA
306
Meridian Wealth Advisors
Texas
$590K – – –
MKA
307
M. Kulyk & Associates
Georgia
$589K -$147K -2,215 -18%
RWS
308
Rochester Wealth Strategies
Michigan
$585K +$140K +2,108 +27%
TWG
309
The Wealth Group
Minnesota
$581K +$233K +3,502 +55%
CWM
310
ClientFirst Wealth Management
Arkansas
$578K – – –
CG
311
CFO4Life Group
Texas
$578K +$133K +1,994 +26%
ET
312
Equitable Trust
Tennessee
$576K +$649K +9,763 New
SIC
313
Samalin Investment Counsel
New York
$576K +$16.2K +244 +3%
WDG
314
Wealth Dimensions Group
Ohio
$570K +$10.7K +161 +2%
PA
315
Procyon Advisors
Connecticut
$568K +$44.5K +669 +7%
PCM
316
Pennsylvania Capital Management
Pennsylvania
$567K +$133K +1,992 +26%
RCG
317
Regatta Capital Group
California
$563K -$23.5K -354 -4%
EPG
318
Estate Planners Group
Pennsylvania
$560K +$68.7K +1,032 +12%
MWM
319
Maripau Wealth Management
Indiana
$557K +$437K +6,566 +229%
AC
320
Anson Capital
Georgia
$556K +$245K +3,679 +64%
CAG
321
Crestwood Advisors Group
Massachusetts
$553K +$2.93K +44 +0.5%
CPC
322
Cadia Private Client
New Jersey
$553K +$2.4K +36 +0.4%
RBFC
323
Roman Butler Fullerton & Co
Missouri
$550K +$8.85K +133 +2%
PP
324
Prosperity Planning
Missouri
$549K – – –
SPA
325
Sound Portfolio Advisors
Connecticut
$539K +$40.6K +610 +7%
11 12
13
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