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

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
626
TCP Asset Management
Ohio
$976K -$56.3K -615 -5%
KC
627
Kinloch Capital
Virginia
$970K +$669K +7,300 +223%
ACP
628
Aveo Capital Partners
Colorado
$969K -$603K -6,577 -38%
KF
629
Krilogy Financial
Missouri
$965K -$1.62M -17,634 -63%
OFS
630
OneAscent Financial Services
Alabama
$957K -$255K -2,787 -21%
ADL
631
Asset Dedication LLC
California
$950K +$147K +1,600 +18%
IPW
632
IronBridge Private Wealth
Texas
$944K – – –
JFA
633
JNBA Financial Advisors
Minnesota
$942K -$28.9K -315 -3%
PWC
634
PYA Waltman Capital
Tennessee
$929K -$6.32K -69 -0.7%
IP
635
Intellectus Partners
California
$925K -$6.69K -73 -0.7%
AI
636
Acuitas Investments
Washington
$924K -$255K -2,785 -22%
PPWP
637
Premier Path Wealth Partners
New Jersey
$912K -$168K -1,835 -16%
TI
638
TrueMark Investments
Illinois
$912K +$910K +9,936 New
PFA
639
Pure Financial Advisors
California
$907K +$123K +1,342 +16%
RT
640
Rockland Trust
Massachusetts
$898K +$896K +9,784 New
NW
641
NewEdge Wealth
Pennsylvania
$895K -$160K -1,743 -15%
MGIA
642
Moneta Group Investment Advisors
Missouri
$894K +$663K +7,232 +288%
AWP
643
Ascent Wealth Partners
New York
$876K +$250K +2,730 +40%
CFG
644
Carr Financial Group
Massachusetts
$874K +$274K +2,995 +46%
IPWA
645
International Private Wealth Advisors
California
$874K +$2.29K +25 +0.3%
DJSG
646
D.J. St. Germain
Massachusetts
$869K -$377K -4,115 -30%
HWA
647
HCR Wealth Advisors
California
$866K -$217K -2,370 -20%
PFG
648
Pacific Financial Group
Washington
$866K +$865K +9,438 New
MM
649
Meridian Management
Arkansas
$855K +$645K +7,036 +309%
SFSG
650
Sound Financial Strategies Group
Mississippi
$854K -$55.1K -601 -6%
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