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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
376
Independent Financial Group
California
$375K +$423K +6,355 New
CWG
377
Crown Wealth Group
North Carolina
$375K +$423K +6,352 New
LFA
378
Legacy Financial Advisors
Kentucky
$370K +$19.8K +298 +5%
AF
379
Allworth Financial
California
$369K +$46.1K +693 +12%
PWP
380
Prasad Wealth Partners
Ohio
$369K +$150K +2,258 +57%
MC
381
Moors & Cabot
Massachusetts
$367K – – –
PTP
382
Platform Technology Partners
New York
$366K +$71.8K +1,079 +21%
BJB
383
Broadhurst Jeffrey B
$365K – – –
BCA
384
Bitterroot Capital Advisors
Montana
$364K – – –
FFS
385
Founders Financial Securities
Maryland
$363K +$16.8K +252 +5%
HT
386
Heritage Trust
Oklahoma
$362K +$408K +6,130 New
Franklin Resources
387
Franklin Resources
California
$361K – – –
BWA
388
Basecamp Wealth Advisors
Washington
$359K -$381K -5,722 -48%
UBP
389
Union Bancaire Privee
Switzerland
$356K – – –
SIA
390
SkyView Investment Advisors
New Jersey
$354K – – –
WE
391
Wealth Effects
Massachusetts
$351K -$199K -2,985 -33%
CTC
392
Central Trust Company
Missouri
$350K +$1.86K +28 +0.5%
ADL
393
Asset Dedication LLC
California
$348K – – –
CA
394
Claro Advisors
Massachusetts
$347K -$16.6K -249 -4%
TWM
395
Tradition Wealth Management
Minnesota
$343K -$278K -4,181 -42%
SWP
396
Strategic Wealth Partners
Ohio
$343K – – –
CIA
397
Cape Investment Advisory
Georgia
$342K – – –
VC
398
Vicus Capital
Pennsylvania
$341K -$153K -2,300 -28%
TA
399
Tactive Advisors
Florida
$339K +$382K +5,742 New
SFP
400
Sandbox Financial Partners
Maryland
$337K -$89.3K -1,342 -19%