FIDELITY WISE ORIGIN BITCOIN
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 54,170 | 71,677 | +17,507 | 0.04 | 0.02 | -0.01 | buy |
| Wiser Wealth Management, Inc | 5,661 | 12,580 | +6,919 | 0.07 | 0.12 | +0.05 | buy |
| TECTONIC ADVISORS LLC | 4,846 | 8,944 | +4,098 | 0.02 | 0.02 | +0.01 | buy |
| Platform Technology Partners | 6,206 | 8,408 | +2,202 | 0.07 | 0.07 | -0.00 | buy |
| Waldron Private Wealth LLC | 13,370 | 15,080 | +1,710 | 0.03 | 0.03 | -0.00 | buy |
| Revisor Wealth Management LLC | 15,325 | 16,723 | +1,398 | 0.25 | 0.21 | -0.04 | buy |
| Secure Asset Management, LLC | 9,123 | 10,084 | +961 | 0.09 | 0.07 | -0.01 | buy |
| Cambridge Advisors Inc. | 58,528 | 59,471 | +943 | 0.67 | 0.52 | -0.15 | buy |
| Relyea Zuckerberg Hanson LLC | 14,362 | 15,245 | +883 | 0.09 | 0.06 | -0.02 | buy |
| Cooper Financial Group | 4,781 | 5,497 | +716 | 0.03 | 0.02 | -0.01 | buy |
| GRIMES & COMPANY, INC. | 4,494 | 5,015 | +521 | 0.01 | 0.01 | -0.00 | buy |
| Falcon Wealth Planning | 12,994 | 13,502 | +508 | 0.05 | 0.04 | -0.01 | buy |
| APPLETON PARTNERS INC/MA | 4,869 | 5,361 | +492 | 0.02 | 0.02 | -0.00 | buy |
| SENTINEL PENSION ADVISORS, LLC | 4,273 | 4,674 | +401 | 0.04 | 0.03 | -0.00 | buy |
| First Heartland Consultants, Inc. | 52,655 | 52,945 | +290 | 0.24 | 0.17 | -0.06 | buy |
| Prosperity Planning, Inc. | 9,300 | 9,330 | +30 | 0.14 | 0.11 | -0.03 | buy |
| KMG FIDUCIARY PARTNERS, LLC | 7,057 | 7,077 | +20 | 0.03 | 0.03 | +0.00 | buy |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4,337 | 4,333 | -4 | 0.01 | 0.01 | -0.00 | sell |
| Camelot Portfolios, LLC | 21,411 | 21,402 | -9 | 0.95 | 0.78 | -0.17 | sell |
| Allegheny Financial Group | 102,632 | 102,569 | -63 | 0.82 | 0.56 | -0.26 | sell |
| MATAURO, LLC | 8,306 | 8,134 | -172 | 0.07 | 0.05 | -0.02 | sell |
| SlateStone Wealth, LLC | 4,768 | 4,468 | -300 | 0.02 | 0.02 | -0.01 | sell |
| IFG Advisors, LLC | 4,728 | 4,393 | -335 | 0.05 | 0.03 | -0.01 | sell |
| VISTA FINANCE, LLC | 27,988 | 27,288 | -700 | 1.31 | 0.78 | -0.53 | sell |
| Legacy Wealth Asset Management, LLC | 302,229 | 301,367 | -862 | 4.34 | 3.38 | -0.96 | sell |
| Canvas Wealth Advisors, LLC | 12,514 | 11,613 | -901 | 0.13 | 0.08 | -0.04 | sell |
| AM INVESTMENT STRATEGIES LLC | 65,379 | 64,380 | -999 | 0.85 | 0.63 | -0.22 | sell |
| Redhawk Wealth Advisors, Inc. | 6,877 | 5,780 | -1,097 | 0.04 | 0.03 | -0.02 | sell |
| NWAM LLC | 50,494 | 49,145 | -1,349 | 0.17 | 0.13 | -0.05 | sell |
| Financial Designs Corp | 30,209 | 28,136 | -2,073 | 0.99 | 0.77 | -0.22 | sell |
| Benchmark Financial Wealth Advisors, LLC | 19,663 | 17,406 | -2,257 | 0.32 | 0.22 | -0.10 | sell |
| 180 WEALTH ADVISORS, LLC | 31,660 | 29,198 | -2,462 | 0.21 | 0.15 | -0.06 | sell |
| Valeo Financial Advisors, LLC | 42,426 | 38,852 | -3,574 | 0.06 | 0.04 | -0.02 | sell |
| Corps Capital Advisors, LLC | 16,182 | 7,322 | -8,860 | 0.83 | 0.30 | -0.53 | sell |
| SteelPeak Wealth, LLC | 22,524 | 6,511 | -16,013 | 0.04 | 0.01 | -0.03 | sell |
| Avior Wealth Management, LLC | 31,984 | 5,743 | -26,241 | 0.05 | 0.01 | -0.05 | sell |
| Traynor Capital Management, Inc. | 95,549 | 45,867 | -49,682 | 0.33 | 0.11 | -0.22 | sell |