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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
Ritholtz Wealth Management
New York
$308K +$52.4K +644 +18%
FPWM
352
Five Pine Wealth Management
Idaho
$306K +$78.2K +962 +29%
TAM
353
Tocqueville Asset Management
New York
$304K +$30.1K +370 +10%
TS
354
Tamar Securities
California
$304K +$16.3K +200 +5%
TAM
355
Titleist Asset Management
Texas
$303K -$42.7K -525 -11%
PCIA
356
Prime Capital Investment Advisors
Kansas
$302K +$134K +1,647 +65%
FMWA
357
Forvis Mazars Wealth Advisors
Missouri
$301K -$96.9K -1,191 -22%
TIM
358
Total Investment Management
Arizona
$298K -$39.3K -483 -10%
BCMLT
359
Beacon Capital Management LLC (Tennessee)
Tennessee
$297K +$167K +2,059 +100%
DWM
360
Diversify Wealth Management
Utah
$296K +$15.1K +186 +6%
WIA
361
World Investment Advisors
California
$296K +$61.2K +753 +22%
IPW
362
Impact Partnership Wealth
Georgia
$295K -$38.6K -475 -10%
SCA
363
Sandy Cove Advisors
Massachusetts
$293K +$26.3K +323 +9%
GWANC
364
Guardian Wealth Advisors (North Carolina)
North Carolina
$290K +$13.1K +161 +4%
WA
365
Waddell & Associates
Tennessee
$289K -$7.16K -88 -2%
CL
366
CLG LLC
California
$289K +$97.9K +1,204 +43%
SQA
367
Simon Quick Advisors
New Jersey
$283K – – –
MA
368
MONECO Advisors
Connecticut
$281K +$18.1K +223 +6%
CF
369
Centaurus Financial
California
$277K – – –
OC
370
Oakworth Capital
Alabama
$276K – – –
CAG
371
Crestwood Advisors Group
Massachusetts
$275K +$54.6K +671 +21%
AIC
372
Archer Investment Corporation
Indiana
$272K +$52.3K +643 +21%
WMN
373
Wealth Management Nebraska
Nebraska
$269K – – –
NAMNJ
374
NorthStar Asset Management (New Jersey)
New Jersey
$268K – – –
NA
375
Navellier & Associates
Nevada
$265K +$261K +3,213 New
13 14
15
16 17