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

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
801
Royal Fund Management
Florida
$715K +$119K +1,301 +20%
FFAS
802
FIG Financial Advisory Services
Oklahoma
$714K +$165K +1,797 +30%
RIA
803
Regal Investment Advisors
Michigan
$712K -$1.13M -12,355 -61%
OFS
804
OneAscent Financial Services
Alabama
$711K +$20.8K +227 +3%
PAG
805
Private Advisory Group
Washington
$711K -$8.46M -92,424 -92%
MPW
806
Magnolia Private Wealth
Pennsylvania
$708K -$245K -2,675 -26%
WCM
807
Wealthcare Capital Management
Virginia
$692K +$178K +1,947 +35%
TCA
808
Transcend Capital Advisors
New Jersey
$685K +$224K +2,444 +49%
UAS
809
United Asset Strategies
New York
$685K +$463K +5,061 +211%
PP
810
Prudential plc
United Kingdom
$683K +$682K +7,450 New
ML
811
McAdam LLC
Pennsylvania
$677K +$99K +1,081 +17%
CIC
812
Carnegie Investment Counsel
Ohio
$676K +$35.5K +388 +6%
EF
813
Empowered Funds
Pennsylvania
$674K +$63K +688 +10%
SFO
814
Stokes Family Office
Louisiana
$670K – – –
CGF
815
Constant Guidance Financial
Massachusetts
$669K -$27.5K -300 -2%
KIM
816
Karpus Investment Management
New York
$669K +$70.1K +765 +12%
NWM
817
Navigation Wealth Management
Colorado
$663K +$661K +7,223 New
RPA
818
Redwood Park Advisors
California
$658K +$86.4K +943 +15%
VWA
819
Visionary Wealth Advisors
Illinois
$656K -$354K -3,866 -35%
RCM
820
RMR Capital Management
California
$652K +$5.04K +55 +0.8%
AF
821
Affiance Financial
Minnesota
$646K +$371K +4,056 +136%
EWM
822
Empirical Wealth Management
Washington
$641K – – –
DJSG
823
D.J. St. Germain
Massachusetts
$635K -$460K -5,018 -42%
ES
824
Eagle Strategies
New York
$632K -$413K -4,510 -40%
TCM
825
Triumph Capital Management
Colorado
$625K -$20.8K -227 -3%
31 32
33
34 35