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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
426
Marble Wealth
Alabama
$308K -$947K -14,242 -73%
ANTB
427
AMG National Trust Bank
Colorado
$307K – – –
CC
428
Chicago Capital
Illinois
$302K -$133K -1,998 -28%
CCC
429
Compass Capital Corp
Massachusetts
$301K +$288K +4,335 New
STA
430
Shade Tree Advisors
New York
$301K +$116K +1,743 +52%
IWA
431
IVC Wealth Advisors
Pennsylvania
$299K – – –
PI
432
PFG Investments
New York
$295K +$332K +4,995 New
BW
433
BIP Wealth
Georgia
$293K +$26.1K +393 +9%
RWM
434
Ritholtz Wealth Management
New York
$292K +$17.8K +268 +6%
SWIM
435
Smallwood Wealth Investment Management
New Jersey
$292K -$6.65K -100 -2%
AIM
436
Advyzon Investment Management
Illinois
$291K -$12.8K -192 -4%
LWL
437
Leo Wealth LLC
Texas
$291K +$130K +1,948 +65%
IAS
438
Insigneo Advisory Services
Florida
$290K – – –
IWS
439
Intentional Wealth Strategies
Colorado
$290K +$326K +4,908 New
AP
440
Appleton Partners
Massachusetts
$287K +$22.3K +335 +7%
EC
441
EdgeRock Capital
Colorado
$287K +$14.2K +213 +5%
TA
442
Tectonic Advisors
Texas
$286K +$2.93K +44 +0.9%
WSFS
443
Wilmington Savings Fund Society
Delaware
$285K +$22.2K +334 +7%
RK
444
Rather & Kittrell
Tennessee
$283K +$36.8K +553 +13%
PWA
445
Principia Wealth Advisory
Texas
$283K +$284K +4,271 +825%
CFG
446
Cooper Financial Group
California
$282K +$318K +4,781 New
BCM
447
Becker Capital Management
Oregon
$282K – – –
SW
448
SlateStone Wealth
Florida
$281K – – –
IA
449
IFG Advisors
Missouri
$279K +$13.6K +205 +5%
SDWMA
450
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K – – –
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