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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Analysts LLC
Pennsylvania
$61K – – –
MWA
552
Merkkuri Wealth Advisors
New York
$60.9K +$68.7K +1,032 New
GSEP
553
Golden State Equity Partners
California
$59.1K +$66.7K +1,002 New
Royal Bank of Canada
554
Royal Bank of Canada
Ontario, Canada
$58K +$35.9K +540 +123%
PIS
555
POM Investment Strategies
North Carolina
$57.6K +$63.4K +953 +4,332%
TIAAOA
556
Teachers Insurance & Annuity Association of America
New York
$55.2K – – –
GWM
557
Geneos Wealth Management
Colorado
$54K +$58.9K +885 +2,950%
T2I
558
Turim 21 Investimentos
Brazil
$51.8K – – –
SMBT
559
Southern Michigan Bank & Trust
Michigan
$48.2K +$54.3K +817 New
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$48.1K +$47.2K +710 +676%
AP
561
Aspect Partners
Virginia
$47.8K – – –
GIL
562
Go Invest LLC
Utah
$47K +$8.65K +130 +19%
API
563
Asset Planning Inc
California
$44.3K – – –
CH
564
Canton Hathaway
Rhode Island
$42.8K +$665 +10 +1%
CW
565
Curio Wealth
Maryland
$41.9K +$8.65K +130 +22%
HI
566
Harbour Investments
Wisconsin
$40.5K +$35.1K +527 +331%
GSWM
567
Golden State Wealth Management
California
$40.4K -$6.25K -94 -12%
PCTC
568
Perkins Coie Trust Company
Washington
$40.1K – – –
PWA
569
Physician Wealth Advisors
Utah
$39.7K +$1.73K +26 +4%
HC
570
Hurley Capital
New York
$39.5K – – –
CMP
571
Coston McIsaac & Partners
Maine
$39K +$6.52K +98 +17%
CWM
572
Cranbrook Wealth Management
Michigan
$38.2K – – –
WPA
573
Wealth Preservation Advisors
Tennessee
$37.6K -$8.05K -121 -16%
NFSG
574
Newbridge Financial Services Group
Florida
$36.6K +$3.13K +47 +8%
MA
575
MCF Advisors
Kentucky
$35.6K -$151K -2,265 -79%