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

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
426
TownSquare Capital
Utah
$1.67M +$998K +10,895 +149%
SPWG
427
Syntegra Private Wealth Group
Missouri
$1.64M -$684K -7,468 -29%
LWM
428
Laidlaw Wealth Management
New York
$1.62M +$1.05M +11,483 +188%
CGL
429
Clarius Group LLC
Washington
$1.59M +$1.59M +17,344 New
CW
430
Channel Wealth
California
$1.57M +$1.57M +17,147 New
MFG
431
Menard Financial Group
Texas
$1.57M +$1.19M +12,993 +317%
FIM
432
Fernwood Investment Management
Massachusetts
$1.57M -$49.7K -542 -3%
TPCW
433
TD Private Client Wealth
New York
$1.55M -$331K -3,618 -18%
LCWP
434
Legacy Capital Wealth Partners
Arkansas
$1.54M +$1.54M +16,810 New
HFS
435
Howard Financial Services
Texas
$1.54M -$58K -633 -4%
SG
436
StoneX Group
New York
$1.54M +$903K +9,862 +143%
IFAM
437
Institutional & Family Asset Management
Colorado
$1.53M -$625K -6,822 -29%
ES
438
Eagle Strategies
New York
$1.53M +$139K +1,516 +10%
SMA
439
Sage Mountain Advisors
Georgia
$1.53M -$4.05M -44,230 -73%
MA
440
MBA Advisors
Pennsylvania
$1.51M +$73.5K +802 +5%
AWP
441
Accretive Wealth Partners
New Jersey
$1.51M +$1.51M +16,454 New
PVI
442
Pine Valley Investments
New Jersey
$1.51M +$1.51M +16,460 New
DWP
443
Destiny Wealth Partners
Florida
$1.49M – – –
MDSL
444
M.D. Sass LLC
New York
$1.49M +$1.49M +16,228 New
PWMA
445
Pension & Wealth Management Advisors
Massachusetts
$1.47M +$1.47M +16,034 New
TI
446
Tidal Investments
Wisconsin
$1.47M -$22.5M -245,118 -94%
AGA
447
Accuvest Global Advisors
Utah
$1.45M +$1.44M +15,750 New
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$1.44M +$196K +2,140 +16%
SFP
449
Shepherd Financial Partners
Massachusetts
$1.42M +$1.42M +15,460 New
PFO
450
Pathstone Family Office
New Jersey
$1.42M -$1.45M -15,855 -51%
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