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

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
251
Woodard & Company Asset Management Group
North Carolina
$532K – – –
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$523K – – –
RA
253
Riversedge Advisors
Delaware
$494K +$6.59K +72 +1%
RJT
254
Raymond James Trust
Florida
$490K -$93.7K -1,024 -16%
APA
255
American Portfolios Advisors
New York
$484K -$146K -1,592 -23%
CL
256
CIM LLC
New York
$481K +$481K +5,250 New
WLIM
257
White Lighthouse Investment Management
Massachusetts
$467K -$32K -350 -6%
MGWM
258
Marks Group Wealth Management
Minnesota
$458K -$35.1K -383 -7%
BCM
259
Brasada Capital Management
Texas
$455K -$9.39M -102,639 -95%
CRC
260
Curi RMB Capital
Illinois
$453K – – –
TPA
261
Trivium Point Advisory
Connecticut
$452K -$344K -3,755 -43%
SS
262
Sunbelt Securities
Texas
$448K +$448K +4,896 New
KWM
263
Kingsview Wealth Management
Oregon
$436K +$2.1K +23 +0.5%
SKK
264
Shepherd Kaplan Krochuk
Massachusetts
$434K -$127K -1,390 -23%
NIM
265
Northeast Investment Management
Massachusetts
$430K – – –
RIM
266
Rockbridge Investment Management
New York
$420K -$31K -339 -7%
AIS
267
American Investment Services
Massachusetts
$418K -$124K -1,353 -23%
CAMG
268
CWA Asset Management Group
Florida
$418K +$45.8K +500 +12%
LBD
269
Landsberg Bennett & Dubbaneh
Florida
$411K -$252K -2,750 -38%
JCM
270
Janney Capital Management
Pennsylvania
$401K – – –
SS
271
Simplicity Solutions
Minnesota
$385K -$10.6M -115,473 -96%
FIA
272
Foundations Investment Advisors
Arizona
$385K -$165K -1,802 -30%
CAG
273
Csenge Advisory Group
Florida
$383K -$5.15M -56,286 -93%
PCA
274
Personal Capital Advisors
California
$382K +$382K +4,173 New
WWM
275
WT Wealth Management
Arizona
$379K +$380K +4,150 New
9 10
11
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