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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
401
Sage Mountain Advisors
Georgia
$280K – – –
VC
402
Vicus Capital
Pennsylvania
$280K -$18.8K -301 -5%
VPWA
403
Vestia Personal Wealth Advisors
Indiana
$279K +$341K +5,464 New
TAM
404
Tocqueville Asset Management
New York
$278K – – –
WMN
405
Wealth Management Nebraska
Nebraska
$278K +$53.7K +860 +19%
TCA
406
Transcend Capital Advisors
New Jersey
$277K – – –
RCAG
407
Rehmann Capital Advisory Group
Michigan
$277K -$126K -2,024 -27%
APW
408
Allied Private Wealth
Florida
$275K +$317K +5,075 New
GFP
409
Gryphon Financial Partners
Ohio
$275K – – –
PI
410
PFG Investments
New York
$274K +$23.7K +379 +8%
AP
411
Appleton Partners
Massachusetts
$274K +$30.7K +492 +10%
UCFA
412
United Capital Financial Advisors
Texas
$273K -$15.1K -242 -4%
HWM
413
HB Wealth Management
Georgia
$273K +$78.1K +1,250 +30%
TC
414
Truvestments Capital
Florida
$271K – – –
CCC
415
Compass Capital Corp
Massachusetts
$269K +$32.3K +517 +12%
PCIA
416
Prime Capital Investment Advisors
Kansas
$269K -$130K -2,088 -28%
AC
417
Avestar Capital
New York
$267K -$10.9K -175 -3%
CA
418
Claro Advisors
Massachusetts
$266K -$41.4K -663 -11%
ANTB
419
AMG National Trust Bank
Colorado
$266K – – –
MW
420
Marble Wealth
Alabama
$264K -$3.25K -52 -1%
SPA
421
Sentinel Pension Advisors
Massachusetts
$261K +$25.1K +401 +9%
SF
422
Summit Financial
New Jersey
$259K -$1.39M -22,207 -81%
TF
423
Trek Financial
Arizona
$259K +$35.6K +570 +13%
IWA
424
IVC Wealth Advisors
Pennsylvania
$258K – – –
AWC
425
Adamsbrown Wealth Consultants
Kansas
$257K +$35.6K +569 +13%
15 16
17
18 19