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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
301
Rahlfs Capital
Texas
$605K – – –
IW
302
Instrumental Wealth
Florida
$605K +$19.3K +290 +3%
KWM
303
KFG Wealth Management
Indiana
$603K +$151K +2,266 +29%
MWA
304
Meridian Wealth Advisors
Texas
$590K – – –
MKA
305
M. Kulyk & Associates
Georgia
$589K -$147K -2,215 -18%
RWS
306
Rochester Wealth Strategies
Michigan
$585K +$140K +2,108 +27%
TWG
307
The Wealth Group
Minnesota
$581K +$233K +3,502 +55%
CWM
308
ClientFirst Wealth Management
Arkansas
$578K – – –
CG
309
CFO4Life Group
Texas
$578K +$133K +1,994 +26%
ET
310
Equitable Trust
Tennessee
$576K +$649K +9,763 New
SIC
311
Samalin Investment Counsel
New York
$576K +$16.2K +244 +3%
WDG
312
Wealth Dimensions Group
Ohio
$570K +$10.7K +161 +2%
PA
313
Procyon Advisors
Connecticut
$568K +$44.5K +669 +7%
PCM
314
Pennsylvania Capital Management
Pennsylvania
$567K +$133K +1,992 +26%
RCG
315
Regatta Capital Group
California
$563K -$23.5K -354 -4%
EPG
316
Estate Planners Group
Pennsylvania
$560K +$68.7K +1,032 +12%
MWM
317
Maripau Wealth Management
Indiana
$557K +$437K +6,566 +229%
AC
318
Anson Capital
Georgia
$556K +$245K +3,679 +64%
CAG
319
Crestwood Advisors Group
Massachusetts
$553K +$2.93K +44 +0.5%
CPC
320
Cadia Private Client
New Jersey
$553K +$2.4K +36 +0.4%
RBFC
321
Roman Butler Fullerton & Co
Missouri
$550K +$8.85K +133 +2%
PP
322
Prosperity Planning
Missouri
$549K – – –
SPA
323
Sound Portfolio Advisors
Connecticut
$539K +$40.6K +610 +7%
NS
324
NBC Securities
Alabama
$539K -$611K -9,184 -50%
SAM
325
Secure Asset Management
Michigan
$539K -$114K -1,717 -16%
11 12
13
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