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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
476
Werba Rubin Papier Wealth Management
California
$248K -$221K -3,321 -44%
AWM
477
Avondale Wealth Management
Texas
$246K +$277K +4,166 New
WT
478
Whittier Trust
California
$243K
HWM
479
HB Wealth Management
Georgia
$242K +$42.2K +634 +18%
SFS
480
Stiles Financial Services
Minnesota
$238K
TWP
481
Triad Wealth Partners
Kansas
$238K +$92.9K +1,396 +53%
CF
482
Centaurus Financial
California
$238K
SG
483
StoneX Group
New York
$237K -$606K -9,116 -69%
HSA
484
HBK Sorce Advisory
Pennsylvania
$237K +$226K +3,393 New
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K +$68.6K +1,031 +35%
HCA
486
Heck Capital Advisors
Wisconsin
$233K -$16M -241,123 -98%
CA
487
Crane Advisory
California
$232K +$21.1K +317 +10%
KCA
488
Kastel Capital Advisors
Massachusetts
$230K
6SA
489
6th Street Advisors
Alabama
$230K +$259K +3,889 New
Group One Trading
490
Group One Trading
Illinois
$229K +$258K +3,880 New
CC
491
Clearwave Capital
California
$228K -$6.59K -99 -2%
SS
492
Sunbelt Securities
Texas
$228K -$119K -1,783 -32%
OC
493
Oakworth Capital
Alabama
$226K
RIM
494
Redwood Investment Management
Arizona
$226K +$26.2K +394 +11%
NAMNJ
495
NorthStar Asset Management (New Jersey)
New Jersey
$220K
RCM
496
RMR Capital Management
California
$219K
GFPC
497
Global Financial Private Client
Florida
$219K +$246K +3,702 New
YIA
498
YHB Investment Advisors
Connecticut
$218K +$8.12K +122 +3%
FP
499
Financial Perspectives
Minnesota
$215K
Thrivent Financial for Lutherans
500
Thrivent Financial for Lutherans
Minnesota
$213K +$9.45K +142 +4%