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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
401
MONECO Advisors
Connecticut
$282K +$345K +5,518 New
DWT
402
Dorsey & Whitney Trust
South Dakota
$281K +$344K +5,502 New
CG
403
Clarus Group
Texas
$281K – – –
CFG
404
Cooper Financial Group
California
$281K +$44.7K +716 +15%
SMA
405
Sage Mountain Advisors
Georgia
$280K – – –
VC
406
Vicus Capital
Pennsylvania
$280K -$18.8K -301 -5%
VPWA
407
Vestia Personal Wealth Advisors
Indiana
$279K +$341K +5,464 New
TAM
408
Tocqueville Asset Management
New York
$278K – – –
WMN
409
Wealth Management Nebraska
Nebraska
$278K +$53.7K +860 +19%
TCA
410
Transcend Capital Advisors
New Jersey
$277K – – –
RCAG
411
Rehmann Capital Advisory Group
Michigan
$277K -$126K -2,024 -27%
APW
412
Allied Private Wealth
Florida
$275K +$317K +5,075 New
GFP
413
Gryphon Financial Partners
Ohio
$275K – – –
PI
414
PFG Investments
New York
$274K +$23.7K +379 +8%
AP
415
Appleton Partners
Massachusetts
$274K +$30.7K +492 +10%
UCFA
416
United Capital Financial Advisors
Texas
$273K -$15.1K -242 -4%
HWM
417
HB Wealth Management
Georgia
$273K +$78.1K +1,250 +30%
TC
418
Truvestments Capital
Florida
$271K – – –
CCC
419
Compass Capital Corp
Massachusetts
$269K +$32.3K +517 +12%
PCIA
420
Prime Capital Investment Advisors
Kansas
$269K -$130K -2,088 -28%
AC
421
Avestar Capital
New York
$267K -$10.9K -175 -3%
CA
422
Claro Advisors
Massachusetts
$266K -$41.4K -663 -11%
ANTB
423
AMG National Trust Bank
Colorado
$266K – – –
MW
424
Marble Wealth
Alabama
$264K -$3.25K -52 -1%
SPA
425
Sentinel Pension Advisors
Massachusetts
$261K +$25.1K +401 +9%
15 16
17
18 19