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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
176
CRA Financial Services
New Jersey
$484K +$132K +2,476 +40%
JIC
177
Johnson Investment Counsel
Ohio
$482K +$13.1K +246 +3%
SS
178
Sunbelt Securities
Texas
$481K -$108K -2,019 -19%
MKA
179
M. Kulyk & Associates
Georgia
$471K -$20.8K -391 -4%
MWM
180
Mission Wealth Management
California
$471K +$20.6K +387 +5%
AWM
181
Aries Wealth Management
Maine
$453K +$171K +3,205 +65%
LIA
182
LBMC Investment Advisors
Tennessee
$430K +$413K +7,745 New
PFA
183
Pure Financial Advisors
California
$429K -$2.51K -47 -0.6%
JF
184
JSF Financial
California
$406K – – –
BFG
185
Berger Financial Group
Minnesota
$405K – – –
RCG
186
Regatta Capital Group
California
$400K +$57.3K +1,075 +18%
PWP
187
Principle Wealth Partners
Connecticut
$400K +$384K +7,201 New
FPGK
188
Financial Partners Group (Kansas)
Kansas
$399K +$38.4K +721 +11%
ACA
189
Aptus Capital Advisors
Alabama
$399K +$76.6K +1,436 +25%
SRL
190
Scientech Research LLC
New Jersey
$392K +$377K +7,064 New
ULWM
191
Upper Left Wealth Management
Florida
$389K +$405K +7,602 New
VFPW
192
Vantage Financial Partners (Wisconsin)
Wisconsin
$386K +$371K +6,950 New
CPIG
193
Chicago Partners Investment Group
Illinois
$373K +$90.4K +1,695 +36%
PA
194
Parallel Advisors
California
$368K -$53.8K -1,009 -13%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$364K +$350K +6,564 New
DWP
196
Daymark Wealth Partners
Ohio
$363K +$349K +6,542 New
LSIA
197
LaSalle St. Investment Advisors
Illinois
$360K +$347K +6,500 New
NW
198
NewEdge Wealth
Pennsylvania
$356K – – –
WCA
199
Westover Capital Advisors
Delaware
$356K +$342K +6,410 New
BFWA
200
Benchmark Financial Wealth Advisors
Florida
$354K +$340K +6,372 New
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