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Fidelity Wise Origin Bitcoin Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$844K +$457K +5,617 +92%
SIC
202
Samalin Investment Counsel
New York
$836K +$30K +369 +3%
AF
203
Allworth Financial
California
$834K -$238K -2,927 -22%
RC
204
Rahlfs Capital
Texas
$831K – – –
BAM
205
Belpointe Asset Management
Nevada
$828K +$340K +4,177 +57%
TG
206
TCW Group
California
$822K -$361K -4,442 -28%
AIM
207
Advyzon Investment Management
Illinois
$820K -$79K -972 -8%
JC
208
JB Capital
Connecticut
$820K +$247K +3,035 +36%
ZI
209
ZEGA Investments
Florida
$808K +$913K +11,230 New
MKA
210
M. Kulyk & Associates
Georgia
$786K +$152K +1,873 +21%
CL
211
Choreo LLC
Illinois
$779K +$81.4K +1,001 +10%
DWP
212
Daymark Wealth Partners
Ohio
$767K +$131K +1,617 +18%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$767K +$318K +3,914 +58%
VFP
214
Verus Financial Partners
Virginia
$767K – – –
TIAM2
215
Tru Independence Asset Management 2
Oregon
$733K +$70K +861 +9%
JF
216
JSF Financial
California
$729K -$51.8K -637 -6%
MFG
217
Merit Financial Group
Georgia
$726K +$249K +3,062 +44%
SIA
218
SkyView Investment Advisors
New Jersey
$720K -$244K -3,000 -23%
BRWA
219
B. Riley Wealth Advisors
Florida
$709K +$40K +492 +5%
RBFC
220
Roman Butler Fullerton & Co
Missouri
$701K -$92.1K -1,132 -11%
PWP
221
Principle Wealth Partners
Connecticut
$695K +$127K +1,562 +19%
AFS
222
Access Financial Services
Minnesota
$691K – – –
WCA
223
Westover Capital Advisors
Delaware
$691K +$184K +2,265 +31%
BFWA
224
Benchmark Financial Wealth Advisors
Florida
$689K +$196K +2,409 +34%
FWP
225
Falcon Wealth Planning
California
$683K +$157K +1,935 +26%