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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
351
Clear Creek Financial Management
Washington
$305K +$271K +3,736 New
IA
352
IFP Advisors
Florida
$304K +$52.4K +723 +24%
NAMNJ
353
NorthStar Asset Management (New Jersey)
New Jersey
$303K +$270K +3,720 New
MA
354
MONECO Advisors
Connecticut
$300K +$267K +3,681 New
RWM
355
Ritholtz Wealth Management
New York
$296K +$264K +3,634 New
MIM
356
MTM Investment Management
South Carolina
$294K +$262K +3,609 New
NWMG
357
National Wealth Management Group
Ohio
$292K +$259K +3,575 New
WPC
358
Wedmont Private Capital
Pennsylvania
$287K +$252K +3,471 New
BIAS
359
Beacon Investment Advisory Services
New Jersey
$286K +$254K +3,500 New
BCA
360
Bay Colony Advisors
Massachusetts
$285K +$253K +3,493 New
SWP
361
Strategic Wealth Partners
Ohio
$284K +$245K +3,377 New
KWM
362
KFG Wealth Management
Indiana
$284K +$252K +3,475 New
CPA
363
Capital Performance Advisors
California
$283K – – –
OP
364
ORG Partners
Indiana
$280K +$133K +1,837 +115%
1WA
365
180 Wealth Advisors
Washington
$280K +$249K +3,430 New
DWM
366
Diversify Wealth Management
Utah
$279K +$245K +3,374 New
IAS
367
Insigneo Advisory Services
Florida
$277K +$246K +3,392 New
Franklin Resources
368
Franklin Resources
California
$277K +$246K +3,390 New
WIA
369
World Investment Advisors
California
$274K +$244K +3,364 New
RCM
370
RMR Capital Management
California
$274K +$243K +3,356 New
JF
371
Jump Financial
Illinois
$272K +$242K +3,339 New
AG
372
AlTi Global
New York
$272K +$242K +3,336 New
RCM
373
Regency Capital Management
Hawaii
$271K +$241K +3,316 New
WMN
374
Wealth Management Nebraska
Nebraska
$269K +$239K +3,300 New
FPWM
375
Five Pine Wealth Management
Idaho
$268K +$238K +3,288 New
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