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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
401
Cardiff Park Advisors
California
$337K -$44.4K -667 -10%
HKAM
402
Horizon Kinetics Asset Management
New York
$335K – – –
WWM
403
Wiser Wealth Management
Georgia
$334K +$377K +5,661 New
UCFA
404
United Capital Financial Advisors
Texas
$331K -$175K -2,626 -32%
AC
405
AlphaCore Capital
California
$330K +$78.6K +1,182 +27%
CPIG
406
Chicago Partners Investment Group
Illinois
$330K -$35.1K -528 -10%
HT
407
Headlands Technologies
Illinois
$329K +$371K +5,573 New
CG
408
Caprock Group
Idaho
$329K +$44.2K +664 +14%
SC
409
Savant Capital
Illinois
$327K +$7.32K +110 +2%
SCA
410
Sandy Cove Advisors
Massachusetts
$326K – – –
CG
411
Clarus Group
Texas
$325K – – –
RF
412
Robinswood Financial
Washington
$324K – – –
SMA
413
Sage Mountain Advisors
Georgia
$324K – – –
TAM
414
Tocqueville Asset Management
New York
$322K – – –
SFO
415
Stokes Family Office
Louisiana
$321K -$14.6K -220 -4%
TCA
416
Transcend Capital Advisors
New Jersey
$320K -$42.4K -637 -11%
SL
417
StoryOne LLC
Kansas
$319K – – –
AC
418
Avestar Capital
New York
$319K -$20K -300 -5%
NAM
419
NTV Asset Management
West Virginia
$319K -$499K -7,500 -58%
GFP
420
Gryphon Financial Partners
Ohio
$318K +$16.4K +247 +5%
ML
421
McAdam LLC
Pennsylvania
$317K +$19.8K +297 +6%
SAM
422
Smartleaf Asset Management
Massachusetts
$317K -$22.5K -338 -6%
TC
423
Truvestments Capital
Florida
$314K -$55.8K -839 -14%
VC
424
Vestor Capital
Illinois
$313K -$217K -3,262 -38%
SFS
425
Sowell Financial Services
Arkansas
$311K +$34.9K +525 +11%
15 16
17
18 19