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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IW
351
Instrumental Wealth
Florida
$447K +$10.8K +125 +3%
CFP
352
Cascade Financial Partners
California
$446K -$54.9K -638 -12%
SDWMA
353
Schneider Downs Wealth Management Advisors
Pennsylvania
$443K +$406K +4,712 New
RWM
354
Ritholtz Wealth Management
New York
$443K +$37K +430 +10%
EWM
355
Endowment Wealth Management
Wisconsin
$442K +$128K +1,484 +46%
FPWM
356
Five Pine Wealth Management
Idaho
$438K +$35K +407 +10%
Raymond James Financial
357
Raymond James Financial
Florida
$435K +$25.2K +293 +7%
SC
358
Savant Capital
Illinois
$433K -$80.4K -934 -17%
PWM
359
Perigon Wealth Management
California
$431K +$149K +1,730 +60%
NWMG
360
National Wealth Management Group
Ohio
$429K +$21K +244 +6%
AFP
361
Ausdal Financial Partners
Iowa
$425K +$389K +4,523 New
PCIA
362
Prime Capital Investment Advisors
Kansas
$424K +$27.6K +321 +8%
GWM
363
Gitterman Wealth Management
New Jersey
$424K +$17.6K +205 +5%
OMIC
364
Old Mission Investment Co
Michigan
$423K +$131K +1,525 +51%
KF
365
KKM Financial
Illinois
$423K – – –
GP
366
Geneva Partners
Wisconsin
$423K +$11K +128 +3%
AI
367
Atria Investments
North Carolina
$421K +$84.3K +980 +28%
DW30
368
Drucker Wealth 3.0
New Jersey
$417K -$12.3K -143 -3%
ML
369
McAdam LLC
Pennsylvania
$414K +$6.71K +78 +2%
RIS
370
Retirement Income Solutions
Michigan
$413K -$45.6K -530 -11%
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$406K +$16.1K +187 +5%
SSWM
372
Strait & Sound Wealth Management
California
$405K – – –
ECM
373
Exchange Capital Management
Michigan
$404K – – –
GFG
374
Greenberg Financial Group
Arizona
$404K +$57.5K +668 +9%
GWANC
375
Guardian Wealth Advisors (North Carolina)
North Carolina
$403K +$21.5K +250 +6%