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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
401
Ausdal Financial Partners
Iowa
$442K -$9.19K -92 -2%
SW
402
SlateStone Wealth
Florida
$440K +$134K +1,345 +44%
AP
403
Appleton Partners
Massachusetts
$431K +$109K +1,094 +34%
SSWM
404
Strait & Sound Wealth Management
California
$430K – – –
HT
405
Headlands Technologies
Illinois
$430K +$243K +2,429 +130%
MA
406
MONECO Advisors
Connecticut
$428K +$27K +270 +7%
GWANC
407
Guardian Wealth Advisors (North Carolina)
North Carolina
$428K +$300 +3 +0.1%
DW30
408
Drucker Wealth 3.0
New Jersey
$426K – – –
SFO
409
Stokes Family Office
Louisiana
$418K +$99.7K +998 +31%
MA
410
MCF Advisors
Kentucky
$417K +$11.9K +119 +3%
TS
411
Tamar Securities
California
$409K +$19.3K +193 +5%
AWC
412
Adamsbrown Wealth Consultants
Kansas
$407K +$97.5K +976 +31%
EIP
413
Ellis Investment Partners
Pennsylvania
$403K -$100 -1 -0%
CF
414
Centaurus Financial
California
$402K +$17.1K +171 +4%
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$399K +$399K +3,995 New
TAM
416
Titleist Asset Management
Texas
$392K -$30.2K -302 -7%
BFS
417
BridgePort Financial Solutions
Iowa
$388K +$389K +3,891 New
OC
418
Oakworth Capital
Alabama
$383K – – –
AC
419
Anson Capital
Georgia
$382K -$2.9K -29 -0.8%
RA
420
RFG Advisory
Alabama
$379K -$524K -5,248 -58%
GC
421
Grimes & Company
Massachusetts
$378K +$5K +50 +1%
EWM
422
EPG Wealth Management
Georgia
$376K +$119K +1,190 +46%
HHGA
423
Halbert Hargrove Global Advisors
California
$375K +$228K +2,281 +154%
BPA
424
Beacon Pointe Advisors
California
$375K +$375K +3,756 New
NAMNJ
425
NorthStar Asset Management (New Jersey)
New Jersey
$371K – – –
15 16
17
18 19