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

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
651
Operose Advisors
Wisconsin
$772K +$773K +8,443 New
TI
652
Trexquant Investment
Connecticut
$766K +$76.4K +834 +11%
FLPIM
653
F.L. Putnam Investment Management
Massachusetts
$763K -$8.88K -97 -1%
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$747K -$333K -3,637 -31%
SFS
655
Sharp Financial Services
Pennsylvania
$740K +$742K +8,099 New
CW
656
CreativeOne Wealth
Kansas
$739K -$1.08M -11,795 -59%
FAM
657
Formidable Asset Management
Ohio
$733K +$735K +8,024 New
MW
658
Marcum Wealth
Ohio
$728K +$13.9K +152 +2%
CGL
659
Clarius Group LLC
Washington
$723K -$129K -1,408 -15%
SWM
660
Seed Wealth Management
Illinois
$723K +$724K +7,905 New
DWA
661
Delos Wealth Advisors
Texas
$718K – – –
WCG
662
Weaver Consulting Group
California
$703K -$19.1K -209 -3%
1IA
663
1834 Investment Advisors
Wisconsin
$696K +$70.4K +769 +11%
RWA
664
River Wealth Advisors
Pennsylvania
$694K +$695K +7,595 New
KWA
665
Kingswood Wealth Advisors
California
$688K +$689K +7,528 New
NF
666
NavPoint Financial
Minnesota
$682K +$683K +7,460 New
MW
667
Maia Wealth
Colorado
$677K +$679K +7,411 New
IP
668
Intellectus Partners
California
$667K +$302K +3,303 +83%
VPP
669
Vertex Planning Partners
Illinois
$664K +$2.29K +25 +0.3%
FF
670
Friedenthal Financial
New Jersey
$663K -$658K -7,190 -50%
FFA
671
Fortune Financial Advisors
Kansas
$663K +$79.9K +873 +14%
CCG
672
Capital CS Group
California
$660K -$653K -7,127 -50%
WEG
673
World Equity Group
Illinois
$658K -$506K -5,528 -43%
HA
674
HFG Advisors
Ohio
$654K +$280K +3,061 +75%
FAAM
675
First Ascent Asset Management
Colorado
$645K -$125K -1,369 -16%
25 26
27
28 29