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

Name Holding Trade Value Shares
Change 		Change in
Stake
FFAS
776
FIG Financial Advisory Services
Oklahoma
$743K +$28.9K +316 +4%
CI
777
Ceera Investments
Texas
$732K +$199K +2,169 +37%
JCM
778
Janney Capital Management
Pennsylvania
$728K +$115K +1,250 +19%
KOC
779
Koss-Olinger Consulting
Florida
$725K – – –
AIFAIM
780
American Institute for Advanced Investment Management
Arizona
$725K +$198K +2,162 +38%
TCA
781
Transcend Capital Advisors
New Jersey
$721K +$35.8K +391 +5%
RVM
782
Robinson Value Management
Texas
$718K +$717K +7,831 New
SW
783
SteelPeak Wealth
California
$708K -$37.4K -408 -5%
PCG
784
Prosperity Consulting Group
Maryland
$704K -$1.55M -16,950 -69%
NL
785
NVWM LLC
Pennsylvania
$687K -$42.1K -460 -6%
SA
786
Scarborough Advisors
Maryland
$687K +$530K +5,785 +339%
CFIM
787
Client First Investment Management
Wisconsin
$687K -$124K -1,350 -15%
SC
788
Saiph Capital
New Jersey
$685K -$11.4M -124,002 -94%
MWA
789
Mills Wealth Advisors
Texas
$679K -$1.48M -16,162 -69%
RCM
790
RMR Capital Management
California
$657K +$5.04K +55 +0.8%
CIC
791
Carnegie Investment Counsel
Ohio
$647K -$28.9K -315 -4%
TWP
792
Triad Wealth Partners
Kansas
$646K +$645K +7,036 New
MWA
793
Medallion Wealth Advisors
Connecticut
$644K -$81K -884 -11%
EPM
794
Elm Partners Management
Pennsylvania
$641K -$199K -2,168 -24%
EWM
795
Empirical Wealth Management
Washington
$641K – – –
DWAM
796
Duncan Williams Asset Management
Tennessee
$640K +$639K +6,979 New
ES
797
Eagle Strategies
New York
$636K +$3.85K +42 +0.6%
LFG
798
Lockerman Financial Group
California
$635K +$634K +6,924 New
BFP
799
Briaud Financial Planning
Texas
$618K +$143K +1,564 +30%
RIL
800
Rothschild Investment LLC
Illinois
$616K +$103K +1,127 +20%
30 31
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