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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
426
Beacon Pointe Advisors
California
$375K +$375K +3,756 New
NAMNJ
427
NorthStar Asset Management (New Jersey)
New Jersey
$371K – – –
PVI
428
Pine Valley Investments
New Jersey
$371K +$18.4K +184 +5%
RCM
429
RMR Capital Management
California
$370K +$5K +50 +1%
PEA
430
Park Edge Advisors
Ohio
$367K +$22K +220 +6%
TDC
431
Thompson Davis & Co
Virginia
$366K +$30K +300 +9%
VC
432
Veracity Capital
Georgia
$360K +$699 +7 +0.2%
VWA
433
Visionary Wealth Advisors
Illinois
$359K +$85.5K +856 +31%
AWE
434
Avidian Wealth Enterprises
Texas
$359K +$360K +3,599 New
GL
435
Gerber LLC
Ohio
$350K -$200 -2 -0.1%
WMN
436
Wealth Management Nebraska
Nebraska
$350K +$350K +3,505 New
HGA
437
Hobbs Group Advisors
South Carolina
$349K +$49.6K +496 +17%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$349K – – –
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$346K +$20K +200 +6%
OFG
440
OmniStar Financial Group
North Carolina
$346K +$347K +3,469 New
PCM
441
Pennsylvania Capital Management
Pennsylvania
$345K +$53.6K +536 +18%
HWM
442
HB Wealth Management
Georgia
$344K +$68K +681 +25%
YIA
443
YHB Investment Advisors
Connecticut
$342K +$31.6K +316 +10%
CG
444
Caprock Group
Idaho
$342K +$362K +3,619 New
PWP
445
Prasad Wealth Partners
Ohio
$341K +$105K +1,050 +44%
BF
446
Brogan Financial
Tennessee
$340K +$28K +280 +9%
NRC
447
New Republic Capital
North Carolina
$338K – – –
DWM
448
Diversify Wealth Management
Utah
$336K +$5.59K +56 +2%
AG
449
AlTi Global
New York
$335K – – –
AWS
450
Arkfeld Wealth Strategies
Nebraska
$334K – – –
16 17
18
19 20