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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
326
IVC Wealth Advisors
Pennsylvania
$360K +$97.7K +1,202 +32%
TSS
327
Two Sigma Securities
New York
$356K +$402K +4,944 New
IW
328
Instrumental Wealth
Florida
$356K +$347K +4,270 New
PCP
329
Proficio Capital Partners
Massachusetts
$354K -$201K -2,477 -33%
RIS
330
Retirement Income Solutions
Michigan
$354K +$400K +4,919 New
WE
331
Wealth Effects
Massachusetts
$352K +$168K +2,070 +74%
EFS
332
Essex Financial Services
Connecticut
$348K -$34.8K -428 -8%
CWM
333
ClientFirst Wealth Management
Arkansas
$346K
Osaic Holdings
334
Osaic Holdings
Arizona
$342K +$189K +2,326 +96%
RSWM
335
Robertson Stephens Wealth Management
California
$341K +$75.5K +928 +24%
KWM
336
Kiker Wealth Management
Georgia
$336K +$32.5K +400 +9%
PCA
337
Prosperity Capital Advisors
Ohio
$329K
SC
338
Scotia Capital
Ontario, Canada
$325K -$682K -8,388 -65%
KF
339
KKM Financial
Illinois
$324K
DW30
340
Drucker Wealth 3.0
New Jersey
$318K -$43.9K -540 -11%
EIP
341
Ellis Investment Partners
Pennsylvania
$317K +$18.1K +223 +5%
Empower Advisory Group
342
Empower Advisory Group
Colorado
$316K +$51.8K +637 +17%
GP
343
Geneva Partners
Wisconsin
$315K +$100K +1,230 +39%
Raymond James Financial
344
Raymond James Financial
Florida
$312K -$222K -2,735 -39%
ML
345
McAdam LLC
Pennsylvania
$311K +$37.8K +465 +12%
NWMG
346
National Wealth Management Group
Ohio
$311K +$61K +750 +21%
SSWM
347
Strait & Sound Wealth Management
California
$310K +$25.2K +310 +8%
GWM
348
Gitterman Wealth Management
New Jersey
$310K +$97.2K +1,195 +38%
ECM
349
Exchange Capital Management
Michigan
$309K
Invesco
350
Invesco
Georgia
$309K -$69.8K -858 -17%