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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
351
Intellectus Partners
California
$587K +$43.6K +500 +7%
IW
352
Instrumental Wealth
Florida
$585K +$363K +4,165 +72%
PCM
353
Pennsylvania Capital Management
Pennsylvania
$580K +$363K +4,155 +120%
ECAM
354
East Coast Asset Management
Massachusetts
$576K +$454K +5,205 +222%
WCA
355
Westover Capital Advisors
Delaware
$574K -$175K -2,000 -21%
WRPWM
356
Werba Rubin Papier Wealth Management
California
$573K +$105K +1,200 +19%
GPA
357
Guidance Point Advisors
Massachusetts
$573K +$45.9K +526 +8%
CCA
358
Corps Capital Advisors
Texas
$551K +$452K +5,175 +252%
EWM
359
Endowment Wealth Management
Wisconsin
$547K +$138K +1,580 +28%
CC
360
Chicago Capital
Illinois
$542K +$5.5K +63 +0.9%
TFS
361
Thoroughbred Financial Services
Tennessee
$538K +$2.36K +27 +0.4%
SFP
362
Sandbox Financial Partners
Maryland
$538K -$76.5K -877 -11%
FCIM
363
Fairview Capital Investment Management
California
$530K – – –
RWA
364
Redhawk Wealth Advisors
Minnesota
$521K +$785 +9 +0.1%
STA
365
Summit Trail Advisors
New York
$512K +$12.5K +143 +2%
WMWM
366
Whitaker-Myers Wealth Managers
Ohio
$507K +$349K +4,005 +151%
SG
367
Sankala Group
Colorado
$506K +$773K +8,861 New
AWM
368
Angeles Wealth Management
California
$493K +$565K +6,473 New
CPA
369
Cardiff Park Advisors
California
$486K +$91.6K +1,050 +20%
TWG
370
The Wealth Group
Minnesota
$483K +$75.8K +869 +16%
BA
371
Bridgewater Advisors
New York
$482K +$274K +3,135 +104%
VFPW
372
Vantage Financial Partners (Wisconsin)
Wisconsin
$480K +$128K +1,469 +30%
MC
373
Moors & Cabot
Massachusetts
$474K – – –
BJB
374
Broadhurst Jeffrey B
$471K +$540K +6,183 New
BCA
375
Bitterroot Capital Advisors
Montana
$470K +$538K +6,170 New
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