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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$2.35M +$220K +2,200 +10%
OCM
177
Objective Capital Management
Ohio
$2.34M – – –
AWM
178
AE Wealth Management
Kansas
$2.3M +$905K +9,055 +65%
WFA
179
Wellspring Financial Advisors
Ohio
$2.28M +$141K +1,407 +7%
SSCM
180
Spectrum Strategic Capital Management
Oregon
$2.28M -$206K -2,058 -8%
CA
181
Clearstead Advisors
Ohio
$2.24M +$349K +3,492 +18%
WMG
182
WESCAP Management Group
California
$2.2M +$2.1K +21 +0.1%
SAM
183
Stansberry Asset Management
Texas
$2.18M +$20.6K +206 +1%
HFA
184
Highland Financial Advisors
New Jersey
$2.18M -$12.9K -129 -0.6%
CFS
185
CRA Financial Services
New Jersey
$2.15M +$186K +1,864 +9%
GFG
186
GR Financial Group
Arizona
$2.11M +$802K +8,024 +61%
GWM
187
GK Wealth Management
Nevada
$2.11M +$34.1K +341 +2%
PCA
188
Pallas Capital Advisors
Massachusetts
$2.11M +$324K +3,245 +18%
MWM
189
Meridian Wealth Management
Kentucky
$2.07M -$42.5K -425 -2%
AWA
190
Arete Wealth Advisors
Illinois
$2.06M +$523K +5,235 +34%
FMP
191
Financial Management Professionals
Texas
$2.02M +$50K +500 +3%
NL
192
NKCFO LLC
Illinois
$2M – – –
NW
193
NewEdge Wealth
Pennsylvania
$1.99M +$56.8K +568 +3%
WIM
194
WealthPlan Investment Management
Nebraska
$1.98M +$522K +5,229 +36%
AA
195
Ancora Advisors
Ohio
$1.97M +$170K +1,705 +9%
BMCM
196
Bryn Mawr Capital Management
Pennsylvania
$1.96M – – –
LWA
197
LifeGoal Wealth Advisors
New York
$1.93M +$599 +6 +0%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$1.92M +$48.2K +482 +3%
WIA
199
World Investment Advisors
California
$1.9M +$1.5M +14,995 +371%
SWM
200
Silverlake Wealth Management
Vermont
$1.89M +$1.09M +10,868 +134%
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