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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
426
Summit Financial
New Jersey
$259K -$1.39M -22,207 -81%
TF
427
Trek Financial
Arizona
$259K +$35.6K +570 +13%
IWA
428
IVC Wealth Advisors
Pennsylvania
$258K – – –
AWC
429
Adamsbrown Wealth Consultants
Kansas
$257K +$35.6K +569 +13%
ML
430
McAdam LLC
Pennsylvania
$257K -$21.3K -341 -6%
GC
431
Grimes & Company
Massachusetts
$256K +$32.6K +521 +12%
BCM
432
Becker Capital Management
Oregon
$256K +$14.4K +230 +5%
IWS
433
Intentional Wealth Strategies
Colorado
$256K +$6.31K +101 +2%
AC
434
AlphaCore Capital
California
$255K -$37.1K -593 -11%
CC
435
Chicago Capital
Illinois
$255K -$7.44K -119 -2%
GWANC
436
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K +$44.1K +705 +16%
AFA
437
AA Financial Advisors
Ohio
$254K +$91.5K +1,464 +42%
RIS
438
Retirement Income Solutions
Michigan
$254K – – –
STA
439
Summit Trail Advisors
New York
$253K -$105K -1,675 -25%
PFPG
440
Pinnacle Financial Partners (Georgia)
Georgia
$253K +$16K +256 +5%
BFS
441
BridgePort Financial Solutions
Iowa
$253K +$26.8K +429 +9%
RK
442
Rather & Kittrell
Tennessee
$253K +$9.56K +153 +3%
SWIM
443
Smallwood Wealth Investment Management
New Jersey
$252K – – –
IAS
444
Insigneo Advisory Services
Florida
$251K – – –
AIM
445
Advyzon Investment Management
Illinois
$248K -$4.81K -77 -2%
SQA
446
Simon Quick Advisors
New Jersey
$246K +$14.6K +234 +5%
SHIM
447
Stone House Investment Management
Pennsylvania
$242K +$5.44K +87 +2%
PWA
448
Principia Wealth Advisory
Texas
$241K -$4.25K -68 -1%
SSA
449
Shepherd Street Advisors
California
$241K -$5.06K -81 -2%
SDWMA
450
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
16 17
18
19 20