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

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
801
Lugano Financial Advisors SA (LFA)
Switzerland
$101K – – –
BWP
802
Baldwin Wealth Partners
Massachusetts
$99.3K – – –
LWA
803
Lowe Wealth Advisors
Maryland
$98.2K -$2.42M -26,410 -96%
CT
804
Colonial Trust
South Carolina
$98K +$93.2K +1,017 +2,034%
KFI
805
Key Financial Inc
Pennsylvania
$92.7K – – –
CYG
806
Clean Yield Group
Vermont
$88.4K – – –
NIC
807
Northwest Investment Counselors
Oregon
$84K – – –
CT
808
Clearstead Trust
Maine
$81.4K +$48.8K +532 +150%
CIA
809
Cape Investment Advisory
Georgia
$76.6K -$2.02K -22 -3%
PP
810
PFS Partners
New Jersey
$75.7K +$916 +10 +1%
SFSG
811
Sound Financial Strategies Group
Mississippi
$73.5K +$73.3K +800 New
BCM
812
BluePath Capital Management
Georgia
$70.5K +$70.4K +768 New
SWM
813
Sugarloaf Wealth Management
Georgia
$68.9K +$9.8K +107 +17%
BL
814
Balentine LLC
Georgia
$68.9K – – –
RWM
815
Raffa Wealth Management
District of Columbia
$68.4K +$825 +9 +1%
FMP
816
Financial Management Professionals
Texas
$61K -$11.3M -123,243 -99%
CA
817
Clearstead Advisors
Ohio
$46.3K – – –
CFD
818
Creative Financial Designs
Indiana
$45.6K +$6.51K +71 +17%
SIS
819
Sound Income Strategies
Florida
$41.1K – – –
AWM
820
Avior Wealth Management
Nebraska
$39.4K -$4.21K -46 -10%
JWM
821
Janiczek Wealth Management
Colorado
$37.2K +$21.9K +239 +144%
HGERS
822
Householder Group Estate & Retirement Specialist
Arizona
$37K +$36.9K +403 New
AP
823
Atwood & Palmer
Missouri
$36.7K – – –
UFF
824
USA Financial Formulas
Michigan
$35.3K +$35.2K +384 New
WAM
825
WFA Asset Management
Wisconsin
$33.9K – – –
31 32
33
34 35