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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
626
Gem Investment Advisors
New Jersey
– -$2.36M -40,000 Closed
EW
627
Evoke Wealth
California
– -$1.49M -25,300 Closed
SWP
628
ShoreHaven Wealth Partners
New Jersey
– -$1.29M -21,934 Closed
VCM
629
Vivaldi Capital Management
Illinois
– -$1.27M -21,484 Closed
SFP
630
Strategic Financial Planning
Texas
– -$4.32M -20,979 Closed
NL
631
NKCFO LLC
Illinois
– -$1.18M -20,000 Closed
DFG
632
Demars Financial Group
Washington
– -$1.03M -17,402 Closed
HAS
633
Holland Advisory Services
Florida
– -$1.01M -17,060 Closed
SFWC
634
Strategic Family Wealth Counselors
New Jersey
– -$990K -16,763 Closed
GLAM
635
Gardner Lewis Asset Management
Pennsylvania
– -$799K -13,535 Closed
ONB
636
Old National Bancorp
Indiana
– -$788K -13,350 Closed
AWM
637
Apollon Wealth Management
South Carolina
– -$746K -12,642 Closed
JC
638
JB Capital
Connecticut
– -$733K -12,421 Closed
BCI
639
Brinker Capital Investments
Pennsylvania
– -$721K -12,212 Closed
IAN
640
Integrated Advisors Network
Texas
– -$712K -12,058 Closed
DM
641
Diversified Management
Wisconsin
– -$678K -11,490 Closed
LIA
642
LBMC Investment Advisors
Tennessee
– -$640K -10,850 Closed
PA
643
Procyon Advisors
Connecticut
– -$568K -9,619 Closed
PCM
644
Pennsylvania Capital Management
Pennsylvania
– -$567K -9,605 Closed
CFP
645
Cascade Financial Partners
California
– -$537K -9,098 Closed
A
646
Argentarii
Ohio
– -$522K -8,840 Closed
WJA
647
Willis Johnson & Associates
Texas
– -$496K -8,401 Closed
BJB
648
Broadhurst Jeffrey B
– -$365K -6,183 Closed
TA
649
Tactive Advisors
Florida
– -$339K -5,742 Closed
CPA
650
Cardiff Park Advisors
California
– -$337K -5,708 Closed
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