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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Avior Wealth Management
Nebraska
$511K +$452K +4,937 +790%
JIC
702
Joel Isaacson & Co
New York
$510K +$4.21K +46 +0.8%
NFP
703
Narus Financial Partners
Utah
$509K +$307K +3,350 +152%
SW
704
SkyOak Wealth
Michigan
$502K -$115K -1,260 -19%
DWA
705
Delos Wealth Advisors
Texas
$501K -$220K -2,400 -31%
SI
706
Schusterman Interests
Oklahoma
$501K – – –
OIA
707
OneDigital Investment Advisors
Kansas
$501K +$153K +1,665 +44%
TI
708
Trexquant Investment
Connecticut
$500K -$268K -2,931 -35%
TPW
709
Transatlantique Private Wealth
New York
$500K – – –
PA
710
Parallel Advisors
California
$498K -$12.6K -137 -2%
CRWM
711
Castle Rock Wealth Management
California
$496K +$12.6K +137 +3%
FCM
712
Fairbanks Capital Management
California
$486K -$1.79M -19,510 -80%
SIM
713
Stratos Investment Management
Ohio
$485K +$56.3K +615 +13%
TA
714
TFB Advisors
Kansas
$485K +$261K +2,847 +116%
FFA
715
Frazier Financial Advisors
Ohio
$482K -$916 -10 -0.2%
SL
716
Sentinus LLC
Illinois
$482K +$481K +5,249 New
UCB
717
United Community Bank
South Carolina
$479K +$210K +2,289 +78%
OWM
718
OneAscent Wealth Management
Alabama
$479K +$478K +5,221 New
MCA
719
Magnolia Capital Advisors
Mississippi
$478K +$477K +5,211 New
TCA
720
Transcend Capital Advisors
New Jersey
$471K +$14.4K +157 +3%
AWM
721
Able Wealth Management
New Jersey
$466K -$34.7K -379 -7%
EAM
722
Eagle Asset Management
Florida
$465K +$466K +5,086 New
WB
723
Webster Bank
Connecticut
$464K – – –
KIM
724
Karpus Investment Management
New York
$459K +$11.4K +125 +3%
LL
725
LWMG LLC
Minnesota
$458K +$3.76K +41 +0.8%
27 28
29
30 31