We are live on ! Find out more
FBTC icon

Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$1.68M +$419K +5,782 +39%
MWM
152
Meridian Wealth Management
Kentucky
$1.66M +$172K +2,367 +13%
KWM
153
Kingsview Wealth Management
Oregon
$1.65M +$1.18M +16,315 +422%
NL
154
NKCFO LLC
Illinois
$1.63M +$363K +5,000 +33%
ONGA
155
O'Neil Global Advisors
California
$1.6M -$1.72M -23,770 -55%
LWA
156
LifeGoal Wealth Advisors
New York
$1.58M +$1.41M +19,375 New
DWM
157
DecisionMap Wealth Management
Virginia
$1.58M +$1.4M +19,355 New
FMP
158
Financial Management Professionals
Texas
$1.53M +$24.1K +332 +2%
MWM
159
Mission Wealth Management
California
$1.53M +$742K +10,228 +121%
KA
160
Kerrisdale Advisers
Florida
$1.52M -$1.2M -16,560 -47%
LLWM
161
Life Line Wealth Management
California
$1.51M -$259K -3,576 -16%
CA
162
Clearstead Advisors
Ohio
$1.51M +$221K +3,046 +20%
GI
163
GAMCO Investors
Connecticut
$1.43M – – –
WC
164
Weil Company
California
$1.4M +$1.25M +17,220 New
AP
165
Adero Partners
California
$1.4M – – –
MPCA
166
Madison Park Capital Advisors
Washington
$1.4M +$26.2K +361 +2%
GWM
167
GK Wealth Management
Nevada
$1.39M +$1.23M +17,008 New
BCM
168
Basso Capital Management
Connecticut
$1.39M +$834K +11,500 +209%
AIP
169
Almanack Investment Partners
Pennsylvania
$1.38M +$193K +2,654 +19%
AWA
170
Arete Wealth Advisors
Illinois
$1.36M +$41.7K +575 +4%
CCM
171
Condor Capital Management
New Jersey
$1.32M -$57.5K -793 -5%
TG
172
TCW Group
California
$1.29M +$1.15M +15,865 New
LPL Financial
173
LPL Financial
California
$1.29M +$772K +10,648 +208%
GL
174
Graypoint LLC
New York
$1.27M +$1.13M +15,614 New
GVAG
175
Great Valley Advisor Group
Delaware
$1.25M -$3.41K -47 -0.3%