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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
426
Appleton Partners
Massachusetts
$303K +$34.6K +402 +14%
NA
427
Navellier & Associates
Nevada
$302K – – –
SFO
428
Stokes Family Office
Louisiana
$300K +$275K +3,194 New
VCA
429
Verdence Capital Advisors
Maryland
$299K +$274K +3,183 New
BFIM
430
Beese Fulmer Investment Management
Ohio
$299K +$274K +3,180 New
GFP
431
Gryphon Financial Partners
Ohio
$296K +$271K +3,154 New
AWS
432
Arkfeld Wealth Strategies
Nebraska
$294K +$269K +3,120 New
BF
433
Brogan Financial
Tennessee
$293K +$6.28K +73 +2%
YIA
434
YHB Investment Advisors
Connecticut
$292K +$268K +3,111 New
CMI
435
Clare Market Investments
Texas
$292K -$39.2K -455 -13%
FCP
436
Fidelis Capital Partners
Florida
$292K +$250K +2,905 New
AWC
437
Adamsbrown Wealth Consultants
Kansas
$292K +$267K +3,106 New
LFA
438
Legacy Financial Advisors
Kentucky
$292K +$267K +3,105 New
CG
439
CFO4Life Group
Texas
$291K +$267K +3,099 New
GT
440
Greenleaf Trust
Michigan
$291K +$266K +3,093 New
ILI
441
Invesco LLC (Illinois)
Illinois
$290K +$265K +3,083 New
SW
442
SlateStone Wealth
Florida
$288K +$264K +3,068 New
KCAM
443
Kagan Cocozza Asset Management
New Jersey
$288K – – –
SMAM
444
Sugar Maple Asset Management
Wisconsin
$287K +$262K +3,049 New
SFS
445
Stiles Financial Services
Minnesota
$285K +$261K +3,034 New
CW
446
CreativeOne Wealth
Kansas
$284K -$507K -5,892 -66%
HGA
447
Hobbs Group Advisors
South Carolina
$282K -$344 -4 -0.1%
CG
448
Clarus Group
Texas
$282K – – –
CA
449
Crane Advisory
California
$277K +$231K +2,685 New
BF
450
BOK Financial
Oklahoma
$276K – – –
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