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

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
751
Transatlantique Private Wealth
New York
$500K – – –
WAG
752
Wallace Advisory Group
California
$499K +$498K +5,432 New
FHC
753
First Heartland Consultants
Missouri
$497K -$35.9K -392 -7%
CRWM
754
Castle Rock Wealth Management
California
$495K -$733 -8 -0.1%
SL
755
Sentinus LLC
Illinois
$492K +$10.3K +112 +2%
OWM
756
OneAscent Wealth Management
Alabama
$492K +$12.8K +140 +3%
WFAG
757
Worth Financial Advisory Group
North Carolina
$491K +$106K +1,155 +28%
SWM
758
Salvus Wealth Management
New Jersey
$487K +$68.9K +752 +17%
ECM
759
Evergreen Capital Management
Washington
$486K -$39K -426 -7%
RDWM
760
Red Door Wealth Management
Tennessee
$485K -$89.8K -980 -16%
FFA
761
Frazier Financial Advisors
Ohio
$481K -$1.47K -16 -0.3%
RIL
762
Rothschild Investment LLC
Illinois
$479K +$25.3K +276 +6%
NFP
763
Narus Financial Partners
Utah
$477K -$32.1K -350 -6%
BFP
764
Briaud Financial Planning
Texas
$474K +$474K +5,170 New
OWA
765
Opal Wealth Advisors
New York
$473K +$472K +5,155 New
WCWM
766
Wooster Corthell Wealth Management
Connecticut
$462K +$71.9K +785 +18%
KIM
767
Karpus Investment Management
New York
$459K – – –
AWE
768
Avidian Wealth Enterprises
Texas
$456K -$462K -5,046 -50%
RBFC
769
Roman Butler Fullerton & Co
Missouri
$452K +$203K +2,212 +81%
LL
770
LWMG LLC
Minnesota
$452K -$6.32K -69 -1%
UB
771
UMB Bank
Missouri
$449K +$448K +4,887 New
AWM
772
Able Wealth Management
New Jersey
$444K -$21.9K -239 -5%
EWA
773
Exencial Wealth Advisors
Oklahoma
$443K -$145K -1,586 -25%
RIG
774
Ramiah Investment Group
Wisconsin
$440K +$47.8K +522 +12%
APW
775
Austin Private Wealth
Texas
$435K -$204K -2,228 -32%
29 30
31
32 33