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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
476
Fairvoy Private Wealth
Alabama
$239K +$219K +2,545 New
PMFA
477
Plante Moran Financial Advisors
Michigan
$237K +$40.3K +468 +23%
OWA
478
Opal Wealth Advisors
New York
$235K – – –
NFP
479
Narus Financial Partners
Utah
$235K +$215K +2,500 New
HR
480
Howe & Rusling
New York
$234K -$33.6K -390 -14%
DWM
481
Dakota Wealth Management
Florida
$232K +$213K +2,470 New
NAS
482
Nicolet Advisory Services
Wisconsin
$232K +$202K +2,350 New
MWM
483
Maripau Wealth Management
Indiana
$231K +$211K +2,453 New
PTP
484
Platform Technology Partners
New York
$230K +$210K +2,443 New
TA
485
TFB Advisors
Kansas
$227K -$34.4K -400 -14%
DAS
486
Dynamic Advisor Solutions
Arizona
$227K +$208K +2,418 New
SB
487
Strategic Blueprint
Georgia
$226K +$207K +2,403 New
BLC
488
Brown, Lisle/Cummings
Rhode Island
$225K -$3.87K -45 -2%
SPA
489
Sentinel Pension Advisors
Massachusetts
$224K +$205K +2,379 New
SA
490
Strategic Advocates
Utah
$223K +$204K +2,375 New
AWM
491
Austin Wealth Management
Texas
$222K +$188K +2,182 New
PWP
492
Prasad Wealth Partners
Ohio
$222K +$203K +2,363 New
CCM
493
Coldstream Capital Management
Washington
$222K – – –
HA
494
Helium Advisors
Washington
$222K +$203K +2,360 New
LWL
495
Leo Wealth LLC
Texas
$220K +$201K +2,341 New
WA
496
WBH Advisory
Maryland
$220K +$201K +2,340 New
TC
497
Truvestments Capital
Florida
$219K +$148K +1,724 +283%
HCM
498
Hengehold Capital Management
Ohio
$217K +$199K +2,311 New
KWS
499
Keystone Wealth Services
California
$217K +$199K +2,311 New
CGA
500
Crescent Grove Advisors
Illinois
$216K +$198K +2,300 New
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