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State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Heritage Oak Wealth Advisors
76
Heritage Oak Wealth Advisors
Florida
USD 46.5 M +USD 17.9 M +195,713 +63%
Steward Partners Investment Advisory
77
Steward Partners Investment Advisory
New York
USD 45.8 M +USD 6.47 M +70,642 +16%
&Partners
78
&Partners
Tennessee
USD 45.8 M +USD 4.55 M +49,698 +11%
Encompass More Asset Management
79
Encompass More Asset Management
California
USD 45.7 M +USD 3.66 M +40,036 +9%
Portside Wealth Group
80
Portside Wealth Group
Utah
USD 45.5 M -USD 3.72 M -40,658 -8%
Ausdal Financial Partners
81
Ausdal Financial Partners
Iowa
USD 45.3 M +USD 4.46 M +48,689 +11%
Apriem Advisors
82
Apriem Advisors
California
USD 44.6 M +USD 1.53 M +16,743 +4%
SHFP
83
Second Half Financial Partners
Florida
USD 43 M – – –
Barry Investment Advisors
84
Barry Investment Advisors
Massachusetts
USD 42.9 M +USD 13.1 M +142,880 +44%
Sollinda Capital Management
85
Sollinda Capital Management
Florida
USD 42.9 M -USD 2.83 M -30,896 -6%
EP Wealth Advisors
86
EP Wealth Advisors
California
USD 42.4 M +USD 5.49 M +59,953 +15%
Trivium Point Advisory
87
Trivium Point Advisory
Connecticut
USD 42.1 M +USD 37.5 M +409,508 +829%
Gradient Investments
88
Gradient Investments
Minnesota
USD 41.9 M +USD 405 k +4,422 +1%
Capital World Investors
89
Capital World Investors
California
USD 40.9 M -USD 2.93 M -32,057 -7%
Cresset Asset Management
90
Cresset Asset Management
Illinois
USD 40.4 M -USD 423 k -4,620 -1%
Dimension Capital Management
91
Dimension Capital Management
Florida
USD 39.5 M -USD 1.77 M -19,301 -4%
D.A. Davidson & Co
92
D.A. Davidson & Co
Montana
USD 39.5 M -USD 1.84 M -20,143 -4%
Pacific Point Advisors
93
Pacific Point Advisors
California
USD 38.4 M +USD 2.89 M +31,575 +8%
Concurrent Investment Advisors
94
Concurrent Investment Advisors
Florida
USD 37.5 M -USD 118 M -1,288,062 -76%
Teamwork Financial Advisors
95
Teamwork Financial Advisors
Texas
USD 37.2 M +USD 14.6 M +159,679 +65%
One Capital Management
96
One Capital Management
California
USD 37 M – – –
RFG Advisory
97
RFG Advisory
Alabama
USD 36.3 M +USD 1.55 M +16,886 +4%
Jones Financial Companies
98
Jones Financial Companies
Missouri
USD 36 M -USD 7.3 M -79,740 -17%
Gotham Asset Management
99
Gotham Asset Management
New York
USD 35.5 M -USD 19.5 M -213,473 -36%
TPWM
100
Twelve Points Wealth Management
Massachusetts
USD 35.2 M -USD 5.24 M -57,238 -13%
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