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

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
TFR Capital
Texas
$1.07M -$237K -2,583 -18%
CWM
727
Cornerstone Wealth Management
Missouri
$1.06M -$31.6K -345 -3%
CWM
728
Congress Wealth Management
Massachusetts
$1.06M -$37.2K -406 -3%
CFS
729
Coordinated Financial Services
Colorado
$1.05M +$455K +4,965 +76%
RCS
730
Retirement Capital Strategies
California
$1.05M -$7.54M -82,380 -88%
SIM
731
Stratos Investment Management
Ohio
$1.03M -$465K -5,078 -31%
FCFC
732
First Citizens Financial Corp
Iowa
$1.02M -$398K -4,345 -28%
AWM
733
Avior Wealth Management
Nebraska
$1.01M -$61.5K -671 -6%
AT
734
Arlington Trust
Alabama
$1.01M -$203K -2,222 -17%
FFA
735
Fortune Financial Advisors
Kansas
$1.01M +$201K +2,200 +25%
GVCM
736
Global View Capital Management
Wisconsin
$1M -$64.2K -701 -6%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$1M +$197K +2,148 +25%
AP
738
Arlington Partners
Alabama
$1M – – –
BAM
739
Berkshire Asset Management
Pennsylvania
$1,000K – – –
VHAM
740
Van Hulzen Asset Management
California
$977K -$132K -1,438 -12%
IA
741
Intellus Advisors
Florida
$966K +$373K +4,074 +63%
PFA
742
Presper Financial Architects
Ohio
$964K +$963K +10,512 New
MBI
743
May Barnhard Investments
Maryland
$961K -$81.3K -888 -8%
HC
744
Hara Capital
Washington
$956K +$954K +10,417 New
CS
745
Cannell & Spears
New York
$948K +$231K +2,522 +32%
MSFS
746
Main Street Financial Solutions
Pennsylvania
$948K +$383K +4,179 +68%
PFA
747
Pure Financial Advisors
California
$948K -$549 -6 -0.1%
CP
748
Capital Planning
Washington
$939K +$12.9K +141 +1%
VP
749
Verum Partners
North Carolina
$939K +$937K +10,233 New
ST
750
Smithfield Trust
Pennsylvania
$933K -$128K -1,400 -12%
28 29
30
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