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

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
401
Traphagen Investment Advisors
New Jersey
$3.34M +$3.33M +36,325 New
PFO
402
Pathstone Family Office
New Jersey
$3.3M +$1.85M +20,188 +128%
PTC
403
Private Trust Company
Ohio
$3.3M +$69.3K +756 +2%
TJHA
404
Thomas J. Herzfeld Advisors
Florida
$3.28M +$2.27M +24,756 +227%
JCM
405
J2 Capital Management
Michigan
$3.22M +$2.95M +32,150 +1,103%
TIM
406
Total Investment Management
Arizona
$3.21M +$1.15M +12,602 +56%
CFC
407
Coyle Financial Counsel
Illinois
$3.21M +$352K +3,845 +12%
FHB
408
First Hawaiian Bank
Hawaii
$3.2M -$3.35M -36,602 -51%
SL
409
Salomon & Ludwin
Virginia
$3.2M +$1.24M +13,572 +65%
LRWA
410
Long Run Wealth Advisors
New York
$3.2M +$2.31M +25,175 +261%
PSFG
411
Prairie Sky Financial Group
Illinois
$3.19M +$3.18M +34,715 New
MWA
412
Mills Wealth Advisors
Texas
$3.18M -$425K -4,634 -12%
C
413
Covestor
United Kingdom
$3.08M +$244K +2,661 +9%
KPWS
414
Kestra Private Wealth Services
Texas
$3.06M +$1.06M +11,618 +53%
CPIG
415
Chicago Partners Investment Group
Illinois
$3.04M +$2.73M +29,786 +880%
KAM
416
Kopion Asset Management
Texas
$3.04M +$1.01M +10,978 +50%
CW
417
Channel Wealth
California
$3M +$390K +4,258 +15%
SAM
418
SP Asset Management
California
$2.99M +$1.98M +21,573 +196%
MA
419
Marshfield Associates
District of Columbia
$2.95M – – –
BWM
420
Biltmore Wealth Management
Arizona
$2.94M -$11.6M -126,198 -80%
RWP
421
RWA Wealth Partners
Massachusetts
$2.94M +$685K +7,473 +30%
CCM
422
Coldstream Capital Management
Washington
$2.89M +$505K +5,508 +21%
JWCA
423
J.W. Coons Advisors
Ohio
$2.88M -$144K -1,575 -5%
EFG
424
Ethos Financial Group
Pennsylvania
$2.88M -$13.6M -147,928 -83%
PIA
425
Perennial Investment Advisors
California
$2.85M +$1.47M +16,017 +107%
15 16
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