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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Endowment Wealth Management
Wisconsin
$230K +$204K +2,818 New
CL
402
CLG LLC
California
$230K +$204K +2,817 New
WE
403
Wealth Effects
Massachusetts
$230K +$204K +2,815 New
SSF
404
Southern Style Financial
California
$228K +$203K +2,792 New
NRC
405
New Republic Capital
North Carolina
$226K +$201K +2,770 New
JWS
406
Juncture Wealth Strategies
Arizona
$226K +$201K +2,769 New
VWA
407
Visionary Wealth Advisors
Illinois
$224K +$199K +2,744 New
SAF
408
Smith Anglin Financial
Texas
$221K +$196K +2,708 New
CAM
409
Cobblestone Asset Management
Virginia
$221K +$196K +2,704 New
OMIC
410
Old Mission Investment Co
Michigan
$216K +$193K +2,654 New
FP
411
Financial Perspectives
Minnesota
$216K +$12K +165 +7%
LWL
412
Leo Wealth LLC
Texas
$215K +$191K +2,636 New
GC
413
Grimes & Company
Massachusetts
$214K +$190K +2,624 New
BWM
414
Buckley Wealth Management
Nevada
$213K +$189K +2,610 New
IA
415
IFG Advisors
Missouri
$209K +$186K +2,561 New
PCIA
416
Prime Capital Investment Advisors
Kansas
$208K +$185K +2,548 New
DWM
417
Drive Wealth Management
Utah
$207K +$184K +2,532 New
AWM
418
Able Wealth Management
New Jersey
$204K -$554K -7,634 -75%
ABLA
419
Alan B. Lancz & Associates
Ohio
$204K +$181K +2,500 New
CWM
420
Calamos Wealth Management
Illinois
$204K +$181K +2,500 New
VF
421
Vista Finance
Missouri
$203K +$180K +2,485 New
BWS
422
Broadway Wealth Solutions
Texas
$201K +$178K +2,458 New
MA
423
MCF Advisors
Kentucky
$200K +$5.58K +77 +3%
BLC
424
Brown, Lisle/Cummings
Rhode Island
$199K -$1.81K -25 -1%
Osaic Holdings
425
Osaic Holdings
Arizona
$198K -$92.5K -1,275 -34%