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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
426
Grimes & Company
Massachusetts
$256K +$32.6K +521 +12%
BCM
427
Becker Capital Management
Oregon
$256K +$14.4K +230 +5%
IWS
428
Intentional Wealth Strategies
Colorado
$256K +$6.31K +101 +2%
AC
429
AlphaCore Capital
California
$255K -$37.1K -593 -11%
CC
430
Chicago Capital
Illinois
$255K -$7.44K -119 -2%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K +$44.1K +705 +16%
AFA
432
AA Financial Advisors
Ohio
$254K +$91.5K +1,464 +42%
RIS
433
Retirement Income Solutions
Michigan
$254K – – –
STA
434
Summit Trail Advisors
New York
$253K -$105K -1,675 -25%
PFPG
435
Pinnacle Financial Partners (Georgia)
Georgia
$253K +$16K +256 +5%
BFS
436
BridgePort Financial Solutions
Iowa
$253K +$26.8K +429 +9%
RK
437
Rather & Kittrell
Tennessee
$253K +$9.56K +153 +3%
SWIM
438
Smallwood Wealth Investment Management
New Jersey
$252K – – –
IAS
439
Insigneo Advisory Services
Florida
$251K – – –
AIM
440
Advyzon Investment Management
Illinois
$248K -$4.81K -77 -2%
SQA
441
Simon Quick Advisors
New Jersey
$246K +$14.6K +234 +5%
SHIM
442
Stone House Investment Management
Pennsylvania
$242K +$5.44K +87 +2%
SSA
443
Shepherd Street Advisors
California
$241K -$5.06K -81 -2%
SDWMA
444
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
CW
445
Cedarwood Wealth
Colorado
$239K – – –
CSP
446
Cary Street Partners
Virginia
$239K +$293K +4,682 New
RFWA
447
RPg Family Wealth Advisory
Massachusetts
$238K – – –
FCH
448
Freestone Capital Holdings
Washington
$234K +$287K +4,590 New
KCA
449
Kastel Capital Advisors
Massachusetts
$233K +$58.5K +937 +31%
EC
450
EdgeRock Capital
Colorado
$232K -$19.9K -319 -7%
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