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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
376
OneAscent Financial Services
Alabama
$506K +$12.3K +123 +2%
IWA
377
IVC Wealth Advisors
Pennsylvania
$505K – – –
GFP
378
Gryphon Financial Partners
Ohio
$502K +$187K +1,875 +59%
SCA
379
Sandy Cove Advisors
Massachusetts
$501K +$121K +1,213 +32%
RSWM
380
Robertson Stephens Wealth Management
California
$501K +$82.1K +822 +20%
AWA
381
Arkadios Wealth Advisors
Georgia
$500K +$120K +1,204 +32%
QCM
382
Quantinno Capital Management
New York
$491K +$205K +2,052 +72%
BCMLT
383
Beacon Capital Management LLC (Tennessee)
Tennessee
$487K +$56.7K +567 +13%
CFP
384
Curran Financial Partners
South Carolina
$484K +$154K +1,545 +47%
LFA
385
Legacy Financial Advisors
Kentucky
$484K +$174K +1,741 +56%
KWM
386
Kiker Wealth Management
Georgia
$483K – – –
VFPW
387
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K -$302K -3,018 -38%
OFG
388
Omega Financial Group
California
$482K +$226K +2,265 +89%
AAP
389
Arax Advisory Partners
Colorado
$479K +$450K +4,502 +1,542%
VA
390
Valmark Advisers
Ohio
$477K +$50.3K +503 +12%
BCM
391
Becker Capital Management
Oregon
$477K +$478K +4,780 New
TAM
392
Tocqueville Asset Management
New York
$474K +$52K +520 +12%
GP
393
Geneva Partners
Wisconsin
$473K +$24.2K +242 +5%
SDWMA
394
Schneider Downs Wealth Management Advisors
Pennsylvania
$470K – – –
RAM
395
Riggs Asset Management
Pennsylvania
$470K +$68.3K +684 +17%
PCIA
396
Prime Capital Investment Advisors
Kansas
$468K +$16.9K +169 +4%
ML
397
McAdam LLC
Pennsylvania
$467K +$27.7K +277 +6%
RWM
398
Ritholtz Wealth Management
New York
$467K -$3K -30 -0.6%
CB
399
Commerce Bank
Missouri
$460K +$113K +1,134 +33%
SQA
400
Simon Quick Advisors
New Jersey
$457K +$63.9K +640 +16%
14 15
16
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