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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCAM
401
Kagan Cocozza Asset Management
New Jersey
$220K
BF
402
Brogan Financial
Tennessee
$219K
KAS
403
KPP Advisory Services
Kentucky
$217K +$246K +3,022 New
HGA
404
Hobbs Group Advisors
South Carolina
$217K +$245K +3,008 New
CG
405
Clarus Group
Texas
$216K
RFW
406
Rainier Family Wealth
Washington
$216K
BF
407
BOK Financial
Oklahoma
$211K
MWM
408
McMill Wealth Management
Nebraska
$211K +$238K +2,928 New
BTD
409
BankPlus Trust Department
Mississippi
$211K
PCM
410
Pennsylvania Capital Management
Pennsylvania
$210K +$238K +2,922 New
CB
411
Commerce Bank
Missouri
$209K -$87K -1,070 -27%
PP
412
Prosperity Planning
Missouri
$209K
IA
413
IFG Advisors
Missouri
$208K +$26.4K +325 +13%
HR
414
Howe & Rusling
New York
$207K +$234K +2,875 New
PWM
415
Perigon Wealth Management
California
$206K +$233K +2,860 New
JP Morgan Chase
416
JP Morgan Chase
New York
$206K +$179K +2,197 +334%
FP
417
Financial Perspectives
Minnesota
$205K +$15.9K +196 +7%
SS
418
Sunbelt Securities
Texas
$204K -$717K -8,819 -76%
AP
419
Appleton Partners
Massachusetts
$203K +$230K +2,825 New
TA
420
TFB Advisors
Kansas
$203K +$229K +2,818 New
SWA
421
Strategies Wealth Advisors
Michigan
$202K
BF
422
Baring Financial
Washington
$201K +$227K +2,792 New
CA
423
Centerpoint Advisors
Massachusetts
$186K +$45.1K +555 +27%
OWA
424
Opal Wealth Advisors
New York
$180K +$203K +2,500 New
BLC
425
Brown, Lisle/Cummings
Rhode Island
$175K