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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
476
Sentinel Pension Advisors
Massachusetts
$282K +$85.2K +976 +36%
KWM
477
Keebeck Wealth Management
Illinois
$280K +$320K +3,670 New
LCWM
478
Legacy Capital Wealth Management
Texas
$278K +$318K +3,649 New
FP
479
Financial Perspectives
Minnesota
$277K +$68.8K +789 +28%
SPIA
480
Steward Partners Investment Advisory
New York
$275K +$186K +2,135 +144%
VWA
481
Visionary Wealth Advisors
Illinois
$274K
GL
482
Gerber LLC
Ohio
$273K +$6.54K +75 +2%
YIA
483
YHB Investment Advisors
Connecticut
$273K +$12.9K +148 +4%
SSWM
484
Strait & Sound Wealth Management
California
$268K -$69.8K -800 -19%
WMN
485
Wealth Management Nebraska
Nebraska
$267K
BIAS
486
Beacon Investment Advisory Services
New Jersey
$267K
VC
487
Veracity Capital
Georgia
$266K -$10.4K -119 -3%
Thrivent Financial for Lutherans
488
Thrivent Financial for Lutherans
Minnesota
$265K +$35.9K +411 +13%
HWM
489
HB Wealth Management
Georgia
$264K +$1.83K +21 +0.6%
RIM
490
Redwood Investment Management
Arizona
$261K +$299K +3,427 New
AAP
491
Arax Advisory Partners
Colorado
$260K -$120K -1,378 -29%
BF
492
Brogan Financial
Tennessee
$260K +$524 +6 +0.2%
TAM
493
Titleist Asset Management
Texas
$260K -$45.6K -523 -13%
NRC
494
New Republic Capital
North Carolina
$258K
CA
495
Crane Advisory
California
$257K +$30.8K +353 +12%
PHS
496
Pekin Hardy Strauss
Illinois
$256K +$293K +3,361 New
STA
497
Shade Tree Advisors
New York
$256K +$82.2K +942 +39%
PAA
498
Peregrine Asset Advisers
Oregon
$255K -$2.96M -33,958 -91%
JSSH
499
J. Safra Sarasin Holding
$253K
TDC
500
Thompson Davis & Co
Virginia
$253K -$30.5K -350 -10%