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

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
301
Elevation Capital Advisory
Oregon
$8.56M -$466K -5,092 -5%
GWM
302
Geneos Wealth Management
Colorado
$8.55M -$1.28M -14,022 -13%
WAM
303
Worth Asset Management
Texas
$8.47M -$292K -3,190 -3%
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$8.45M +$1.87M +20,459 +29%
SIG
305
Sargent Investment Group
Maryland
$8.41M +$401K +4,377 +5%
PMG
306
Private Management Group
California
$8.36M -$1.03M -11,203 -11%
IIA
307
IPG Investment Advisors
California
$8.25M -$1.78M -19,425 -18%
IWM
308
Iams Wealth Management
Nebraska
$8.19M +$1.24M +13,524 +18%
KWM
309
Kassira Wealth Management
Tennessee
$8.17M +$8.16M +89,035 New
PEA
310
Park Edge Advisors
Ohio
$8.07M -$14.6M -158,949 -64%
GSC
311
G&S Capital
Colorado
$8.05M +$1.48M +16,151 +23%
SW
312
Simplicity Wealth
New Jersey
$8M +$6M +65,504 +302%
AWM
313
AE Wealth Management
Kansas
$7.97M +$1.06M +11,537 +15%
NL
314
NDWM LLC
California
$7.9M +$412K +4,493 +6%
VWM
315
Venturi Wealth Management
Texas
$7.89M +$7.58M +82,721 +2,550%
FMTCOCP
316
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7.88M +$471K +5,141 +6%
JWCA
317
J.W. Cole Advisors
Florida
$7.88M +$2.01M +21,937 +34%
RSF
318
Rik Saylor Financial
Ohio
$7.81M -$119K -1,296 -1%
RFA
319
Reyes Financial Architecture
California
$7.77M +$5.74M +62,628 +284%
HF
320
HRT Financial
New York
$7.75M -$16M -174,861 -67%
LCGC
321
Legacy Capital Group California
California
$7.72M -$308K -3,367 -4%
PCMU
322
Paragon Capital Management (Utah)
Utah
$7.72M +$560K +6,113 +8%
WFA
323
West Financial Advisors
Iowa
$7.68M +$312K +3,406 +4%
OLA
324
Oliver Luxxe Assets
New Jersey
$7.67M +$1.19M +12,974 +18%
SA
325
SFI Advisors
New Jersey
$7.63M +$312K +3,404 +4%
11 12
13
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