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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
551
Baker Boyer National Bank
Washington
$207K +$238K +2,722 New
CAM
552
Cobblestone Asset Management
Virginia
$206K – – –
PHWM
553
Palatine Hill Wealth Management
Michigan
$206K +$236K +2,704 New
AB
554
Atlas Brown
Kentucky
$202K +$17.5K +200 +8%
TWP
555
Triad Wealth Partners
Kansas
$201K +$230K +2,638 New
KF
556
KKM Financial
Illinois
$200K – – –
FCP
557
Fidelis Capital Partners
Florida
$200K +$26.6K +305 +13%
CSP
558
Cary Street Partners
Virginia
$190K +$217K +2,492 New
BLC
559
Brown, Lisle/Cummings
Rhode Island
$184K +$2.18K +25 +1%
AWA
560
Arkadios Wealth Advisors
Georgia
$183K -$227K -2,607 -52%
SA
561
Strategic Advocates
Utah
$180K +$873 +10 +0.4%
HNB
562
Huntington National Bank
Ohio
$171K – – –
MHR
563
Matthew Hamilton Rosenberg
$169K – – –
NWMP
564
Noble Wealth Management PBC
Colorado
$159K +$97.3K +1,115 +115%
UFPG
565
United Financial Planning Group
New York
$158K -$9.69K -111 -5%
LWM
566
Lodestone Wealth Management
Washington
$158K +$181K +2,072 New
DT
567
DV Trading
Illinois
$157K +$180K +2,062 New
RFP
568
Root Financial Partners
California
$154K +$168K +1,926 +2,049%
SVCP
569
Silicon Valley Capital Partners
California
$149K +$17.9K +205 +12%
WTC
570
WhitTier Trust Company
Nevada
$143K – – –
UB
571
UMB Bank
Missouri
$142K +$50.8K +582 +46%
SIS
572
Strategic Investment Solutions
Illinois
$140K +$7.94K +91 +5%
HBT
573
Hills Bank & Trust
Iowa
$136K +$16.5K +189 +12%
HHCP
574
Hilton Head Capital Partners
South Carolina
$131K +$150K +1,718 New
PMFA
575
Plante Moran Financial Advisors
Michigan
$114K – – –
21 22
23
24 25