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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Centric Wealth Management
Illinois
$788K +$786K +8,582 New
PWM
627
Perigon Wealth Management
California
$786K -$1.08M -11,775 -58%
PFA
628
Pure Financial Advisors
California
$784K +$233K +2,542 +42%
PIA
629
Petredis Investment Advisors
Pennsylvania
$782K -$6.26M -68,301 -89%
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$781K +$30.8K +336 +4%
NL
631
NVWM LLC
Pennsylvania
$780K -$3.02K -33 -0.4%
HA
632
HFG Advisors
Ohio
$777K +$120K +1,307 +18%
FLPIM
633
F.L. Putnam Investment Management
Massachusetts
$772K +$4.86K +53 +0.6%
SFS
634
Sharp Financial Services
Pennsylvania
$768K +$24.9K +272 +3%
1IA
635
1834 Investment Advisors
Wisconsin
$767K +$68K +742 +10%
DCM
636
Donaldson Capital Management
Indiana
$762K -$138K -1,507 -15%
RG
637
Rathbones Group
United Kingdom
$755K +$753K +8,225 New
AA
638
Alesco Advisors
New York
$738K -$92.1K -1,005 -11%
KFS
639
Kelly Financial Services
Massachusetts
$736K +$371K +4,053 +102%
FFA
640
Farther Finance Advisors
California
$734K -$1.74M -18,965 -70%
SWP
641
Significant Wealth Partners
Illinois
$721K +$508K +5,543 +240%
BWP
642
Balboa Wealth Partners
Arizona
$717K +$203K +2,220 +40%
KIG
643
Kowal Investment Group
Wisconsin
$713K +$712K +7,768 New
P
644
&Partners
Tennessee
$709K +$708K +7,727 New
CFS
645
Coordinated Financial Services
Colorado
$692K +$690K +7,537 New
PFS
646
Prospera Financial Services
Texas
$690K -$912K -9,960 -57%
MWM
647
Mosley Wealth Management
California
$681K +$679K +7,414 New
LWM
648
Laidlaw Wealth Management
New York
$670K +$364K +3,971 +119%
TPA
649
Trivium Point Advisory
Connecticut
$668K +$667K +7,280 New
CCG
650
Capital CS Group
California
$668K +$5.41K +59 +0.8%
24 25
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