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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
551
Atlas Brown
Kentucky
$202K +$17.5K +200 +8%
TWP
552
Triad Wealth Partners
Kansas
$201K +$230K +2,638 New
KF
553
KKM Financial
Illinois
$200K – – –
FCP
554
Fidelis Capital Partners
Florida
$200K +$26.6K +305 +13%
CSP
555
Cary Street Partners
Virginia
$190K +$217K +2,492 New
BLC
556
Brown, Lisle/Cummings
Rhode Island
$184K +$2.18K +25 +1%
AWA
557
Arkadios Wealth Advisors
Georgia
$183K -$227K -2,607 -52%
SA
558
Strategic Advocates
Utah
$180K +$873 +10 +0.4%
HNB
559
Huntington National Bank
Ohio
$171K – – –
MHR
560
Matthew Hamilton Rosenberg
$169K – – –
NWMP
561
Noble Wealth Management PBC
Colorado
$159K +$97.3K +1,115 +115%
UFPG
562
United Financial Planning Group
New York
$158K -$9.69K -111 -5%
LWM
563
Lodestone Wealth Management
Washington
$158K +$181K +2,072 New
DT
564
DV Trading
Illinois
$157K +$180K +2,062 New
RFP
565
Root Financial Partners
California
$154K +$168K +1,926 +2,049%
SVCP
566
Silicon Valley Capital Partners
California
$149K +$17.9K +205 +12%
WTC
567
WhitTier Trust Company
Nevada
$143K – – –
UB
568
UMB Bank
Missouri
$142K +$50.8K +582 +46%
SIS
569
Strategic Investment Solutions
Illinois
$140K +$7.94K +91 +5%
HBT
570
Hills Bank & Trust
Iowa
$136K +$16.5K +189 +12%
HHCP
571
Hilton Head Capital Partners
South Carolina
$131K +$150K +1,718 New
PMFA
572
Plante Moran Financial Advisors
Michigan
$114K – – –
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$113K – – –
OP
574
ORG Partners
Indiana
$111K – – –
S
575
SignatureFD
Georgia
$109K +$4.01K +46 +3%
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23
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