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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Crane Advisory
California
$277K +$231K +2,685 New
BF
452
BOK Financial
Oklahoma
$276K – – –
BTD
453
BankPlus Trust Department
Mississippi
$275K – – –
PCM
454
Pennsylvania Capital Management
Pennsylvania
$275K – – –
QCM
455
Quantinno Capital Management
New York
$269K +$247K +2,865 New
WDG
456
Wealth Dimensions Group
Ohio
$269K +$246K +2,857 New
FP
457
Financial Perspectives
Minnesota
$268K – – –
SAS
458
SMI Advisory Services
Indiana
$268K -$113K -1,308 -34%
SWA
459
Strategies Wealth Advisors
Michigan
$264K – – –
MT
460
Midwest Trust
Kansas
$261K +$239K +2,781 New
HWM
461
HB Wealth Management
Georgia
$260K +$238K +2,764 New
ABLA
462
Alan B. Lancz & Associates
Ohio
$258K +$237K +2,750 New
VWA
463
Visionary Wealth Advisors
Illinois
$258K +$236K +2,744 New
SAF
464
Smith Anglin Financial
Texas
$255K +$233K +2,708 New
CAM
465
Cobblestone Asset Management
Virginia
$254K +$233K +2,704 New
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$253K +$232K +2,694 New
Financial Engines Advisors
467
Financial Engines Advisors
California
$251K +$230K +2,675 New
CAM
468
Covenant Asset Management
New Jersey
$247K +$226K +2,628 New
MSFS
469
Main Street Financial Solutions
Pennsylvania
$246K +$225K +2,612 New
BWM
470
Buckley Wealth Management
Nevada
$245K +$225K +2,610 New
EWM
471
EPG Wealth Management
Georgia
$242K +$222K +2,580 New
CA
472
Centerpoint Advisors
Massachusetts
$242K -$602 -7 -0.3%
RCM
473
Regency Capital Management
Hawaii
$241K +$220K +2,560 New
OFG
474
Omega Financial Group
California
$241K +$220K +2,559 New
MIM
475
MTM Investment Management
South Carolina
$241K -$45.2K -525 -17%