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

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
726
Rothschild Investment LLC
Illinois
$453K +$17.4K +190 +4%
CF
727
Copperwynd Financial
Arizona
$453K +$452K +4,930 New
WCM
728
Wealthcare Capital Management
Virginia
$447K -$459K -5,008 -51%
SG
729
StoneX Group
New York
$444K +$198K +2,160 +81%
CPA
730
Capital Performance Advisors
California
$440K +$18K +196 +4%
CG
731
Clarus Group
Texas
$435K -$12.8K -140 -3%
SFG
732
SevenBridge Financial Group
Pennsylvania
$434K +$434K +4,741 New
CAAM
733
Cornerstone Advisors Asset Management
Pennsylvania
$432K – – –
NL
734
NWAM LLC
Washington
$426K +$52.7K +575 +14%
MWM
735
Maripau Wealth Management
Indiana
$418K +$10.4K +113 +3%
SWM
736
Salvus Wealth Management
New Jersey
$418K – – –
PWP
737
Principle Wealth Partners
Connecticut
$418K – – –
WI
738
Wintrust Investments
Illinois
$413K – – –
TWM
739
Thrive Wealth Management
Pennsylvania
$411K +$85.5K +933 +26%
CWS
740
Confluence Wealth Services
Pennsylvania
$410K +$409K +4,469 New
SLC
741
Second Line Capital
Louisiana
$410K -$59.5K -650 -13%
WA
742
Waverly Advisors
Alabama
$408K +$18.3K +200 +5%
CAL
743
Capital Analysts LLC
Pennsylvania
$407K +$119K +1,304 +42%
EB
744
Eastern Bank
Massachusetts
$406K +$124K +1,352 +44%
AAP
745
Arax Advisory Partners
Colorado
$404K -$75.9K -829 -16%
SP
746
Stonebrook Private
Michigan
$404K -$158K -1,724 -28%
OWP
747
Obermeyer Wealth Partners
Colorado
$404K +$403K +4,400 New
HWP
748
Highline Wealth Partners
California
$404K -$106K -1,153 -21%
BCG
749
BayBridge Capital Group
California
$403K – – –
JCM
750
Janney Capital Management
Pennsylvania
$402K – – –
28 29
30
31 32