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

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
601
Family Asset Management
South Carolina
$583K +$581K +6,347 New
DPI
602
Diversified Portfolios Inc
Michigan
$581K -$1.35M -14,767 -70%
TWM
603
TriaGen Wealth Management
California
$580K -$29.5K -322 -5%
CFGS
604
Concourse Financial Group Securities
Alabama
$571K -$10.4K -113 -2%
WG
605
Welch Group
Alabama
$566K -$542K -5,915 -49%
AWM
606
Accurate Wealth Management
Florida
$561K +$268K +2,927 +91%
CAL
607
Capital Analysts LLC
Pennsylvania
$557K +$342K +3,730 +160%
MAM
608
Milestone Asset Management
Pennsylvania
$556K -$183K -1,994 -25%
FAAM
609
First Ascent Asset Management
Colorado
$540K -$14.8K -161 -3%
HFAS
610
Hummer Financial Advisory Services
Illinois
$533K +$101K +1,100 +23%
PHM
611
Prospect Hill Management
New Jersey
$533K +$73.3K +800 +16%
RIA
612
Regal Investment Advisors
Michigan
$532K -$143K -1,560 -21%
OIA
613
OneDigital Investment Advisors
Kansas
$532K -$641K -6,995 -55%
MWM
614
Meridian Wealth Management
Kentucky
$520K +$221K +2,413 +74%
JIC
615
Joel Isaacson & Co
New York
$506K – – –
PA
616
Parallel Advisors
California
$505K – – –
JIP
617
Jaffetilchin Investment Partners
Florida
$503K -$26.9K -294 -5%
PCM
618
Parsons Capital Management
Rhode Island
$502K – – –
BFA
619
Bragg Financial Advisors
North Carolina
$500K – – –
TPW
620
Transatlantique Private Wealth
New York
$500K +$250K +2,733 +101%
BSAM
621
Blue Square Asset Management
New York
$492K +$491K +5,357 New
TI
622
Trexquant Investment
Connecticut
$491K -$779K -8,500 -61%
AIC
623
Archer Investment Corporation
Indiana
$486K – – –
PP
624
Patron Partners
Texas
$484K +$483K +5,272 New
GAA
625
Global Assets Advisory
Florida
$480K +$479K +5,232 New
23 24
25
26 27