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

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
801
Dorval Corp
Minnesota
$566K +$567K +6,187 New
FFAS
802
FIG Financial Advisory Services
Oklahoma
$565K +$566K +6,182 New
SFA
803
Sequoia Financial Advisors
Ohio
$565K +$110K +1,198 +24%
RDWM
804
Red Door Wealth Management
Tennessee
$565K +$58.8K +642 +12%
PWM
805
Perigon Wealth Management
California
$559K -$173K -1,889 -24%
NF
806
NavPoint Financial
Minnesota
$554K +$8.7K +95 +2%
SPAS
807
Spectrum Planning & Advisory Services
California
$551K +$552K +6,027 New
ACM
808
Absolute Capital Management
Pennsylvania
$548K -$1.06M -11,600 -66%
TI
809
TrueMark Investments
Illinois
$548K -$108K -1,179 -16%
PAM
810
PVG Asset Management
Colorado
$547K -$3.73M -40,743 -87%
PCM
811
Pennsylvania Capital Management
Pennsylvania
$546K -$175K -1,912 -24%
SDH
812
Sloy Dahl & Holst
Washington
$545K – – –
PWC
813
PYA Waltman Capital
Tennessee
$544K +$641 +7 +0.1%
WCG
814
Weaver Consulting Group
California
$544K -$33.1K -361 -6%
PWM
815
Prosperity Wealth Management
California
$539K -$63.6K -694 -11%
AAM
816
Ameraudi Asset Management
New York
$538K -$1.58M -17,262 -75%
AFO
817
Arrowroot Family Office
California
$530K +$531K +5,800 New
JIC
818
Joel Isaacson & Co
New York
$529K +$8.33K +91 +2%
WA
819
Westfuller Advisors
New York
$528K -$138K -1,511 -21%
HFAS
820
Hummer Financial Advisory Services
Illinois
$521K – – –
HC
821
Hamilton Capital
Ohio
$518K – – –
SC
822
Sepio Capital
Utah
$515K +$8.06K +88 +2%
WFAG
823
Worth Financial Advisory Group
North Carolina
$513K +$18.4K +201 +4%
CA
824
Calton & Associates
Florida
$508K +$282K +3,082 +124%
TFP
825
Tilia Fiduciary Partners
North Carolina
$507K +$508K +5,542 New
31 32
33
34 35