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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
376
Drucker Wealth 3.0
New Jersey
$307K -$120K -1,914 -24%
WE
377
Wealth Effects
Massachusetts
$307K +$4.06K +65 +1%
SFS
378
Sowell Financial Services
Arkansas
$305K +$43.2K +692 +13%
CTC
379
Central Trust Company
Missouri
$302K – – –
ADL
380
Asset Dedication LLC
California
$301K – – –
WRPWM
381
Werba Rubin Papier Wealth Management
California
$300K +$105K +1,684 +40%
WAM
382
Worth Asset Management
Texas
$298K +$364K +5,829 New
SWP
383
Strategic Wealth Partners
Ohio
$296K – – –
CIA
384
Cape Investment Advisory
Georgia
$296K – – –
SFO
385
Stokes Family Office
Louisiana
$295K +$21.4K +342 +6%
RWA
386
Redhawk Wealth Advisors
Minnesota
$295K -$68.5K -1,097 -16%
FFS
387
Founders Financial Securities
Maryland
$295K – – –
AWM
388
Avior Wealth Management
Nebraska
$293K -$1.64M -26,241 -82%
BCMLT
389
Beacon Capital Management LLC (Tennessee)
Tennessee
$292K -$54.5K -873 -13%
CL
390
CLG LLC
California
$292K -$137K -2,185 -28%
HKAM
391
Horizon Kinetics Asset Management
New York
$290K – – –
CGH
392
CMG Global Holdings
Texas
$288K -$1.52M -24,302 -81%
SAM
393
Smartleaf Asset Management
Massachusetts
$287K – – –
RWM
394
Ritholtz Wealth Management
New York
$285K +$40.2K +644 +13%
SCA
395
Sandy Cove Advisors
Massachusetts
$282K – – –
MA
396
MONECO Advisors
Connecticut
$282K +$345K +5,518 New
DWT
397
Dorsey & Whitney Trust
South Dakota
$281K +$344K +5,502 New
CG
398
Clarus Group
Texas
$281K – – –
CFG
399
Cooper Financial Group
California
$281K +$44.7K +716 +15%
SMA
400
Sage Mountain Advisors
Georgia
$280K – – –
14 15
16
17 18