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Fidelity Wise Origin Bitcoin Fund
FBTC

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
201
Hubbell Strickland Wealth Management
Louisiana
$1.4M +$76.6K +890 +6%
BFC
202
Bedel Financial Consulting
Indiana
$1.39M +$28.7K +333 +2%
WIM
203
WealthPlan Investment Management
Nebraska
$1.37M +$176K +2,044 +16%
CCM
204
Condor Capital Management
New Jersey
$1.37M -$70.7K -822 -5%
MWM
205
Marietta Wealth Management
Georgia
$1.36M – – –
SWA
206
Strata Wealth Advisors
Texas
$1.35M – – –
3AM
207
3EDGE Asset Management
Florida
$1.34M +$527K +6,126 +75%
CMP
208
Coston McIsaac & Partners
Maine
$1.34M +$258 +3 +0%
AWM
209
AE Wealth Management
Kansas
$1.31M -$92K -1,069 -7%
CL
210
Choreo LLC
Illinois
$1.28M +$240K +2,788 +26%
CRC
211
Curi RMB Capital
Illinois
$1.27M +$1.17M +13,548 New
BFWA
212
Benchmark Financial Wealth Advisors
Florida
$1.25M +$322K +3,742 +39%
AWM
213
Aries Wealth Management
Maine
$1.25M +$58.5K +680 +5%
GFG
214
GR Financial Group
Arizona
$1.24M +$382K +4,443 +51%
CIA
215
Concurrent Investment Advisors
Florida
$1.22M +$106K +1,235 +11%
SIG
216
Stonegate Investment Group
Alabama
$1.21M +$469K +5,450 +74%
SAW
217
Signal Advisors Wealth
Michigan
$1.19M +$511K +5,941 +88%
LIA
218
LBMC Investment Advisors
Tennessee
$1.19M +$423K +4,910 +63%
EW
219
Evoke Wealth
California
$1.18M +$35.9K +417 +3%
SIA
220
SkyView Investment Advisors
New Jersey
$1.18M +$215K +2,500 +25%
NAM
221
NTV Asset Management
West Virginia
$1.17M – – –
IWA
222
Inspirion Wealth Advisors
Illinois
$1.17M -$127K -1,475 -11%
SFG
223
Synergy Financial Group
California
$1.17M +$7.92K +92 +0.7%
PFA
224
Pure Financial Advisors
California
$1.15M +$4.56K +53 +0.4%
BAM
225
Belpointe Asset Management
Nevada
$1.14M +$57.4K +667 +6%
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9
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