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

Name Holding Trade Value Shares
Change 		Change in
Stake
T
726
Tidemark
California
$1.49M +$297K +3,240 +25%
FPL
727
Fortress Private Ledger
North Carolina
$1.49M -$48.5K -530 -3%
AWM
728
Ameliora Wealth Management
Switzerland
$1.48M – – –
BOSSRA
729
B.O.S.S. Retirement Advisors
Utah
$1.46M -$47.7K -521 -3%
NFG
730
Nations Financial Group
Iowa
$1.45M -$47.9K -523 -3%
PIC
731
Portland Investment Counsel
Ontario, Canada
$1.45M -$1.29M -14,047 -47%
FCFC
732
First Citizens Financial Corp
Iowa
$1.44M +$74.5K +814 +5%
CAL
733
Capital Analysts LLC
Pennsylvania
$1.43M +$485K +5,296 +51%
WIM
734
Waycross Investment Management
Washington
$1.43M +$427K +4,666 +43%
PGF
735
Plan Group Financial
Oklahoma
$1.42M +$31.4K +343 +2%
CCA
736
Catalyst Capital Advisors
New York
$1.42M +$1.42M +15,500 New
BTWM
737
Baker Tilly Wealth Management
Wisconsin
$1.42M +$292K +3,187 +26%
PPF
738
Pacific Park Financial
California
$1.42M +$217K +2,375 +18%
CFA
739
Collaborative Fund Advisors
Nevada
$1.41M +$1.41M +15,416 New
BMWM
740
Brown Miller Wealth Management
Virginia
$1.41M +$980K +10,704 +229%
LHWM
741
Lake Hills Wealth Management
Texas
$1.4M -$14.4M -157,048 -91%
AT
742
Arlington Trust
Alabama
$1.39M +$150K +1,640 +12%
CRI
743
Colonial River Investments
Virginia
$1.39M -$137K -1,495 -9%
BFA
744
Brown Financial Advisors
Ohio
$1.38M +$43.1K +471 +3%
BTI
745
Blue Trust Inc
Georgia
$1.38M +$876K +9,572 +176%
JSSH
746
J. Safra Sarasin Holding
$1.37M – – –
NW
747
Naviter Wealth
Arkansas
$1.37M -$225K -2,455 -14%
DWT
748
Dorsey & Whitney Trust
South Dakota
$1.37M -$242K -2,639 -15%
FWP
749
Falcon Wealth Planning
California
$1.36M +$114K +1,244 +9%
AFA
750
AllGen Financial Advisors
Florida
$1.35M -$11M -120,511 -89%
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