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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
376
Transcend Capital Advisors
New Jersey
$261K +$232K +3,200 New
GHAM
377
Gilman Hill Asset Management
Connecticut
$261K +$232K +3,195 New
LC
378
Lindbrook Capital
California
$259K +$127K +1,750 +123%
CAG
379
Crestwood Advisors Group
Massachusetts
$257K +$228K +3,146 New
GP
380
Geneva Partners
Wisconsin
$256K +$228K +3,141 New
LMKC
381
L.M. Kohn & Company
Ohio
$256K +$227K +3,135 New
CWC
382
Carolinas Wealth Consulting
North Carolina
$256K +$50.8K +700 +29%
AIC
383
Archer Investment Corporation
Indiana
$256K -$218 -3 -0.1%
GWM
384
Gitterman Wealth Management
New Jersey
$254K +$226K +3,111 New
RCM
385
Raleigh Capital Management
North Carolina
$251K +$118K +1,623 +111%
KCAM
386
Kagan Cocozza Asset Management
New Jersey
$250K +$222K +3,060 New
BF
387
Brogan Financial
Tennessee
$249K +$221K +3,049 New
CG
388
Clarus Group
Texas
$245K +$218K +3,000 New
RFW
389
Rainier Family Wealth
Washington
$245K +$218K +3,000 New
TWG
390
The Wealth Group
Minnesota
$244K +$217K +2,997 New
RCAG
391
Rehmann Capital Advisory Group
Michigan
$243K +$216K +2,984 New
BF
392
BOK Financial
Oklahoma
$243K +$213K +2,938 New
SSB
393
Sandy Spring Bank
Maryland
$241K +$145K +1,995 +208%
SWA
394
Strategies Wealth Advisors
Michigan
$239K +$204K +2,812 New
BTD
395
BankPlus Trust Department
Mississippi
$239K +$212K +2,927 New
KFP
396
KMG Fiduciary Partners
Ohio
$238K +$212K +2,918 New
SFP
397
Sandbox Financial Partners
Maryland
$238K +$211K +2,914 New
PP
398
Prosperity Planning
Missouri
$237K +$210K +2,900 New
VC
399
Veracity Capital
Georgia
$233K +$207K +2,859 New
EWM
400
Endowment Wealth Management
Wisconsin
$230K +$204K +2,818 New
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16
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