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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$272K +$271K +4,726 New
ABC
202
Associated Banc-Corp
Wisconsin
$269K +$294K +5,120 New
WQ
203
Wealth Quarterback
New Jersey
$267K +$292K +5,085 New
ZIG
204
Zuckerman Investment Group
Illinois
$262K +$287K +5,000 New
AWM
205
Aries Wealth Management
Maine
$260K +$284K +4,956 New
AF
206
Allworth Financial
California
$260K +$81.9K +1,429 +48%
Osaic Holdings
207
Osaic Holdings
Arizona
$259K -$59.5K -1,038 -17%
PCS
208
Personal CFO Solutions
New Jersey
$256K +$5.73K +100 +2%
LSAG
209
Lake Street Advisors Group
New Hampshire
$251K +$275K +4,790 New
DIM
210
Delta Investment Management
California
$251K +$275K +4,788 New
PCA
211
Pallas Capital Advisors
Massachusetts
$251K +$33.1K +577 +15%
WIM
212
WealthPlan Investment Management
Nebraska
$249K +$272K +4,738 New
LWM
213
Laidlaw Wealth Management
New York
$249K -$20.3K -354 -7%
GC
214
Gibson Capital
Pennsylvania
$248K
CMP
215
Coston McIsaac & Partners
Maine
$245K +$62K +1,082 +30%
HT
216
Headlands Technologies
Illinois
$245K +$163K +2,838 +155%
TCCM
217
Timber Creek Capital Management
Massachusetts
$242K +$264K +4,612 New
BSW
218
Buckingham Strategic Wealth
Missouri
$240K -$8.83K -154 -3%
SWM
219
Silverlake Wealth Management
Vermont
$236K +$258K +4,492 New
DWA
220
Delap Wealth Advisory
Oregon
$234K +$256K +4,470 New
FWP
221
Falcon Wealth Planning
California
$233K +$254K +4,435 New
Walleye Capital
222
Walleye Capital
New York
$229K +$251K +4,370 New
BCI
223
Brinker Capital Investments
Pennsylvania
$228K +$249K +4,344 New
OPS
224
Orion Portfolio Solutions
Nebraska
$228K +$249K +4,344 New
CIA
225
Concurrent Investment Advisors
Florida
$227K +$33.5K +584 +16%