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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$14.3M +$2M +20,061 +16%
PPW
52
Parcion Private Wealth
Washington
$14.3M -$25.6K -256 -0.2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$13.8M +$4.21M +42,176 +44%
CC
54
Copperleaf Capital
North Carolina
$13.3M +$2.14M +21,376 +19%
AV
55
Alamea Verwaltungs
New Jersey
$11.8M
SWM
56
Spire Wealth Management
Virginia
$11.3M +$6.18M +61,904 +120%
OMC
57
Old Mission Capital
Illinois
$11M +$11M +110,180 New
IC
58
IEQ Capital
California
$11M +$337K +3,377 +3%
SG
59
StoneX Group
New York
$10.9M -$1.09M -10,872 -9%
ASN
60
Advisory Services Network
Georgia
$10.9M +$2.44M +24,383 +29%
CC
61
Citrine Capital
California
$10.5M +$1.55M +15,525 +17%
FT
62
Fiduciary Trust
Massachusetts
$10.5M
AFG
63
Allegheny Financial Group
Pennsylvania
$10.1M +$245K +2,450 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$995K +9,963 +11%
EWA
65
Exencial Wealth Advisors
Oklahoma
$10.1M +$1.85M +18,554 +22%
NM
66
Newtyn Management
New York
$9.7M -$2.3M -23,000 -19%
KPWS
67
Kestra Private Wealth Services
Texas
$9.59M +$948K +9,487 +11%
SIG
68
Senator Investment Group
New York
$9.36M +$366K +3,663 +4%
MA
69
Mutual Advisors
Nebraska
$9.25M +$4.95M +49,543 +106%
GPWA
70
Great Point Wealth Advisors
Massachusetts
$9.1M +$9.11M +91,167 New
KWA
71
Kingswood Wealth Advisors
California
$8.97M -$106K -1,058 -1%
AGA
72
Arkos Global Advisors
Texas
$8.94M +$2.74M +27,400 +44%
AWM
73
Avaii Wealth Management
Wisconsin
$8.44M +$707K +7,072 +9%
BCM
74
Brookstone Capital Management
Illinois
$8.36M +$23.8K +238 +0.3%
First Trust Advisors
75
First Trust Advisors
Illinois
$8.19M +$416K +4,163 +5%