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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
351
Vestor Capital
Illinois
$568K +$335K +3,349 +143%
WPC
352
Wedmont Private Capital
Pennsylvania
$568K -$200K -2,000 -27%
HKAM
353
Horizon Kinetics Asset Management
New York
$567K – – –
IA
354
IFP Advisors
Florida
$563K +$3.8K +38 +0.7%
EWM
355
Endowment Wealth Management
Wisconsin
$559K +$89.5K +896 +19%
TA
356
Tectonic Advisors
Texas
$557K +$224K +2,241 +67%
SMA
357
Sage Mountain Advisors
Georgia
$549K – – –
FFS
358
Founders Financial Securities
Maryland
$548K +$32K +320 +6%
RF
359
Robinswood Financial
Washington
$548K – – –
AIM
360
Advyzon Investment Management
Illinois
$546K -$13.3K -133 -2%
CPA
361
Capital Performance Advisors
California
$546K +$200K +2,000 +58%
TWG
362
The Wealth Group
Minnesota
$546K -$6.99K -70 -1%
SC
363
Scotia Capital
Ontario, Canada
$545K +$155K +1,552 +40%
KLCM
364
KG&L Capital Management
Louisiana
$542K +$543K +5,431 New
IW
365
Instrumental Wealth
Florida
$537K +$139K +1,395 +32%
CPA
366
Cardiff Park Advisors
California
$531K – – –
BCA
367
Bay Colony Advisors
Massachusetts
$528K -$8.89K -89 -2%
CG
368
CFO4Life Group
Texas
$521K +$212K +2,124 +69%
ANTB
369
AMG National Trust Bank
Colorado
$520K – – –
IAS
370
Insigneo Advisory Services
Florida
$519K -$176K -1,759 -25%
SWIM
371
Smallwood Wealth Investment Management
New Jersey
$514K – – –
RIS
372
Retirement Income Solutions
Michigan
$512K +$74.2K +743 +17%
CFP
373
Cascade Financial Partners
California
$508K +$34.2K +342 +7%
OFS
374
OneAscent Financial Services
Alabama
$506K +$12.3K +123 +2%
IWA
375
IVC Wealth Advisors
Pennsylvania
$505K – – –
13 14
15
16 17