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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
351
OneAscent Financial Services
Alabama
$466K -$364K -5,471 -41%
SRPTWM
352
Split Rock Private Trading & Wealth Management
Minnesota
$462K -$41.7K -627 -7%
VF
353
Virtu Financial
New York
$449K +$506K +7,613 New
AFP
354
Ausdal Financial Partners
Iowa
$446K +$139K +2,092 +38%
ECAM
355
East Coast Asset Management
Massachusetts
$446K – – –
WCA
356
Westover Capital Advisors
Delaware
$445K – – –
RCAG
357
Rehmann Capital Advisory Group
Michigan
$439K +$183K +2,748 +59%
PCIA
358
Prime Capital Investment Advisors
Kansas
$434K +$489K +7,356 New
SC
359
Solstein Capital
California
$428K -$77K -1,158 -14%
QCM
360
Quantinno Capital Management
New York
$419K -$140K -2,108 -23%
TFS
361
Thoroughbred Financial Services
Tennessee
$417K – – –
KFP
362
KMG Fiduciary Partners
Ohio
$417K -$503K -7,554 -52%
SAI
363
Savvy Advisors Inc
New York
$414K +$466K +7,012 New
BWL
364
Bogart Wealth LLC
Virginia
$412K +$447K +6,717 +2,535%
FCIM
365
Fairview Capital Investment Management
California
$410K – – –
RWA
366
Redhawk Wealth Advisors
Minnesota
$406K +$2.4K +36 +0.5%
CA
367
Centerpoint Advisors
Massachusetts
$400K +$113K +1,701 +34%
LWM
368
Liberty Wealth Management
California
$394K +$444K +6,668 New
PVI
369
Pine Valley Investments
New Jersey
$392K +$92.4K +1,389 +26%
STA
370
Summit Trail Advisors
New York
$392K -$4.92K -74 -1%
CIA
371
Capital Investment Advisors
Georgia
$390K -$332K -4,993 -43%
BCMLT
372
Beacon Capital Management LLC (Tennessee)
Tennessee
$390K +$48.8K +733 +12%
HIIFS
373
Harel Insurance Investments & Financial Services
Israel
$376K +$130K +1,960 +44%
IFG
374
Independent Financial Group
California
$375K +$423K +6,355 New
CWG
375
Crown Wealth Group
North Carolina
$375K +$423K +6,352 New
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15
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