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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
201
Rahlfs Capital
Texas
$941K +$837K +11,540 New
PFA
202
Pure Financial Advisors
California
$928K +$265K +3,648 +47%
SIC
203
Samalin Investment Counsel
New York
$918K +$34.3K +473 +4%
MA
204
Mutual Advisors
Nebraska
$910K +$150K +2,062 +25%
JIC
205
Johnson Investment Counsel
Ohio
$905K +$176K +2,420 +28%
JF
206
JSF Financial
California
$878K +$250K +3,451 +47%
VFP
207
Verus Financial Partners
Virginia
$864K +$21.1K +291 +3%
AWM
208
Aries Wealth Management
Maine
$844K +$158K +2,180 +27%
MC
209
Moors & Cabot
Massachusetts
$827K -$50.2K -692 -6%
EW
210
Evoke Wealth
California
$826K +$735K +10,129 New
EAM
211
Eschler Asset Management
United Kingdom
$816K -$3.99M -55,000 -85%
CL
212
Choreo LLC
Illinois
$804K -$560K -7,721 -44%
AFS
213
Access Financial Services
Minnesota
$783K – – –
BRWA
214
B. Riley Wealth Advisors
Florida
$764K -$78.1K -1,077 -10%
CMI
215
Clare Market Investments
Texas
$762K +$398K +5,490 +143%
TIAM2
216
Tru Independence Asset Management 2
Oregon
$760K – – –
ABC
217
Associated Banc-Corp
Wisconsin
$750K +$243K +3,357 +58%
FIA
218
Foundations Investment Advisors
Arizona
$743K +$384K +5,298 +139%
MKA
219
M. Kulyk & Associates
Georgia
$738K +$41K +565 +7%
DWP
220
Daymark Wealth Partners
Ohio
$738K +$181K +2,499 +38%
PCA
221
Pallas Capital Advisors
Massachusetts
$735K +$313K +4,314 +92%
MCM
222
MAI Capital Management
Ohio
$735K – – –
EHC
223
Everett Harris & Co
California
$733K +$218 +3 +0%
RCG
224
Regatta Capital Group
California
$721K +$118K +1,632 +23%
WIM
225
WealthPlan Investment Management
Nebraska
$712K +$232K +3,197 +58%
7 8
9
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