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

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
301
Merit Financial Group
Georgia
$577K +$576K +6,298 New
PTP
302
Platform Technology Partners
New York
$575K +$90.2K +985 +19%
BSWM
303
Boston Standard Wealth Management
Massachusetts
$569K -$421K -4,596 -43%
SKK
304
Shepherd Kaplan Krochuk
Massachusetts
$562K -$665K -7,264 -54%
PAS
305
Park Avenue Securities
New York
$556K +$555K +6,068 New
MPA
306
Marvin & Palmer Associates
Delaware
$553K +$553K +6,040 New
CRC
307
Curi RMB Capital
Illinois
$550K +$549K +6,002 New
WCAMG
308
Woodard & Company Asset Management Group
North Carolina
$533K – – –
BS
309
Boenning & Scattergood
Pennsylvania
$530K +$217K +2,375 +70%
WA
310
Waverly Advisors
Alabama
$530K +$218K +2,379 +70%
PWPS
311
Pinnacle Wealth Planning Services
Ohio
$523K -$372K -4,065 -42%
SS
312
Sunbelt Securities
Texas
$512K +$512K +5,593 New
OA
313
Oxbow Advisors
Texas
$508K +$26.7K +292 +6%
TI
314
Tidal Investments
Wisconsin
$503K +$503K +5,500 New
TCWM
315
Total Clarity Wealth Management
Illinois
$498K +$495K +5,407 +20,026%
AIS
316
American Investment Services
Massachusetts
$496K -$411K -4,488 -45%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$495K +$495K +5,405 New
DWT
318
Dorsey & Whitney Trust
South Dakota
$485K +$485K +5,296 New
CBFP
319
Cedar Brook Financial Partners
Ohio
$471K +$470K +5,137 New
RJT
320
Raymond James Trust
Florida
$459K +$108K +1,181 +31%
ECM
321
Evergreen Capital Management
Washington
$449K -$1.13M -12,340 -72%
CCA
322
Clearwater Capital Advisors
Illinois
$431K -$24.7M -269,964 -98%
WCM
323
Windsor Capital Management
Arizona
$430K +$430K +4,701 New
PPA
324
Parametric Portfolio Associates
Washington
$417K +$417K +4,551 New
IA
325
IFP Advisors
Florida
$412K +$232K +2,533 +129%
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