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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
AllSquare Wealth Management
New York
$62.5K – – –
AP
552
Aspect Partners
Virginia
$62.1K – – –
CH
553
Canton Hathaway
Rhode Island
$61K +$2.15K +25 +4%
CWM
554
Cedar Wealth Management
California
$57.9K +$53K +616 New
PNC Financial Services Group
555
PNC Financial Services Group
Pennsylvania
$56.4K – – –
TCOV
556
Trust Company of Vermont
Vermont
$56.4K – – –
NB
557
NBT Bank
New York
$55.4K +$15.9K +185 +46%
CW
558
Curio Wealth
Maryland
$54.4K +$49.7K +578 +57,800%
CI
559
Cordant Inc
Oregon
$52.8K +$258 +3 +0.5%
RWPA
560
Richard W. Paul & Associates
Michigan
$50.1K -$25K -291 -35%
SIS
561
Sound Income Strategies
Florida
$47.7K -$44.2K -514 -50%
NFSG
562
Newbridge Financial Services Group
Florida
$47.4K – – –
AWM
563
Avondale Wealth Management
Texas
$45K +$22.5K +261 +120%
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$42.1K -$29.9K -347 -44%
HI
565
Harbour Investments
Wisconsin
$33.7K +$13.7K +159 +80%
SC
566
Stephens Consulting
Michigan
$32.9K +$2.32K +27 +8%
AWM
567
Activest Wealth Management
Florida
$31.2K +$2.32K +27 +9%
BFP
568
Briaud Financial Planning
Texas
$27K +$25.3K +294 New
PWA
569
Physician Wealth Advisors
Utah
$26.9K +$947 +11 +4%
NMG
570
New Millennium Group
Utah
$25.8K -$344 -4 -1%
PPA
571
Painted Porch Advisors
California
$25.6K – – –
HIIFS
572
Harel Insurance Investments & Financial Services
Israel
$24K +$21.6K +251 New
FF
573
Finley Financial
Nevada
$22.1K – – –
PWMA
574
Pension & Wealth Management Advisors
Massachusetts
$21.8K – – –
FNWA
575
Financial Network Wealth Advisors
Utah
$21.5K – – –