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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
176
Brown Advisory
Maryland
$1.1M
MSF
177
Mustard Seed Financial
Arkansas
$1.09M +$81 +1 +0%
AWM
178
AE Wealth Management
Kansas
$1.08M +$237K +2,916 +24%
MGIA
179
Moneta Group Investment Advisors
Missouri
$1.07M +$709K +8,721 +143%
SIA
180
Soltis Investment Advisors
Utah
$1.05M +$83.1K +1,022 +8%
MWM
181
Marietta Wealth Management
Georgia
$1.04M
SWA
182
Strata Wealth Advisors
Texas
$1.03M
CMP
183
Coston McIsaac & Partners
Maine
$1.03M -$14.1K -173 -1%
MWA
184
Mills Wealth Advisors
Texas
$1.02M -$935K -11,502 -45%
RWM
185
Revisor Wealth Management
Ohio
$1.02M +$1.15M +14,106 New
MIH
186
Meitav Investment House
Israel
$1.01M +$1.14M +14,050 New
IWA
187
Inspirion Wealth Advisors
Illinois
$1.01M +$656K +8,066 +137%
TWM
188
Tradition Wealth Management
Minnesota
$1.01M +$6.67K +82 +0.6%
HSWM
189
Hubbell Strickland Wealth Management
Louisiana
$1.01M +$194K +2,380 +21%
KP
190
Keel Point
Alabama
$982K +$5.69K +70 +0.5%
WFA
191
Wellspring Financial Advisors
Ohio
$969K
LSIA
192
LaSalle St. Investment Advisors
Illinois
$937K -$67.7K -832 -6%
AWM
193
Aries Wealth Management
Maine
$906K +$182K +2,241 +22%
WIM
194
WealthPlan Investment Management
Nebraska
$903K +$311K +3,819 +44%
ONGA
195
O'Neil Global Advisors
California
$900K -$577K -7,100 -36%
NAM
196
NTV Asset Management
West Virginia
$900K
SFG
197
Synergy Financial Group
California
$893K -$91.4K -1,124 -8%
PFA
198
Pure Financial Advisors
California
$875K +$63.6K +782 +7%
EW
199
Evoke Wealth
California
$873K +$163K +2,000 +20%
CIA
200
Concurrent Investment Advisors
Florida
$844K +$457K +5,617 +92%