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

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
726
Private Advisory Group
Washington
$610K -$1.85M -20,232 -75%
RT
727
Rockland Trust
Massachusetts
$609K -$289K -3,150 -32%
B
728
Bailard
California
$605K -$431K -4,705 -42%
PWM
729
Prosperity Wealth Management
California
$605K +$24.7K +270 +4%
WA
730
Waverly Advisors
Alabama
$604K +$193K +2,103 +47%
OWA
731
Outlook Wealth Advisors
Texas
$597K +$184K +2,007 +45%
WSCM
732
Wellington Shields Capital Management
New York
$597K -$7.15K -78 -1%
BAM
733
Berkshire Asset Management
Pennsylvania
$597K – – –
KFS
734
Kelly Financial Services
Massachusetts
$595K +$187K +2,040 +46%
PC
735
Permanens Capital
New York
$595K +$593K +6,477 New
MWA
736
Mills Wealth Advisors
Texas
$593K -$16K -175 -3%
GA
737
Greenspring Advisors
Maryland
$585K – – –
TAM
738
TCP Asset Management
Ohio
$584K -$391K -4,270 -40%
RFS
739
Richardson Financial Services
Massachusetts
$584K +$35.4K +386 +6%
EWM
740
Endowment Wealth Management
Wisconsin
$580K +$25.2K +275 +5%
WCG
741
Weaver Consulting Group
California
$579K -$9.62K -105 -2%
BOSSRA
742
B.O.S.S. Retirement Advisors
Utah
$578K +$376K +4,107 +187%
GFPC
743
Global Financial Private Client
Florida
$578K -$665K -7,256 -54%
RCM
744
RMR Capital Management
California
$573K +$5.31K +58 +0.9%
RW
745
Rede Wealth
Virginia
$570K +$1.01K +11 +0.2%
UAG
746
United Advisor Group
Ohio
$564K +$331K +3,608 +142%
KIM
747
Karpus Investment Management
New York
$560K +$101K +1,100 +22%
SIS
748
Strategic Investment Solutions
Illinois
$558K +$557K +6,079 New
CFG
749
Copley Financial Group
California
$556K +$555K +6,058 New
KIM
750
Kestra Investment Management
Texas
$550K +$549K +5,989 New
28 29
30
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