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

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
851
YHB Investment Advisors
Connecticut
$505K +$504K +5,500 New
RFM
852
Royal Fund Management
Florida
$503K -$212K -2,310 -30%
CPA
853
Cardiff Park Advisors
California
$501K +$5.13K +56 +1%
SI
854
Schusterman Interests
Oklahoma
$501K – – –
TPW
855
Transatlantique Private Wealth
New York
$499K – – –
AF
856
Affiance Financial
Minnesota
$497K -$148K -1,620 -23%
FAM
857
Formidable Asset Management
Ohio
$497K +$52.9K +577 +12%
SC
858
Sykon Capital
New York
$496K -$1.85M -20,151 -79%
SC
859
Summa Corp
Texas
$481K +$36.5K +398 +8%
DRS
860
Deane Retirement Strategies
Louisiana
$474K +$207K +2,257 +78%
HWMO
861
Heritage Wealth Management (Ohio)
Ohio
$474K -$18.3K -200 -4%
MIA
862
MMBG Investment Advisors
Florida
$465K +$80.2K +875 +21%
BCM
863
Bourgeon Capital Management
Connecticut
$465K +$464K +5,067 New
MPW
864
Magnolia Private Wealth
Pennsylvania
$463K -$245K -2,675 -35%
CCA
865
Catalyst Capital Advisors
New York
$459K – – –
LMKC
866
L.M. Kohn & Company
Ohio
$458K -$3.41M -37,182 -88%
GSEP
867
Golden State Equity Partners
California
$457K +$46.7K +510 +11%
TAM
868
TCP Asset Management
Ohio
$457K – – –
SWM
869
SpringVest Wealth Management
Texas
$456K -$658K -7,185 -59%
CCAL
870
City Center Advisors LLC
Michigan
$455K +$159K +1,731 +54%
PW
871
Paladin Wealth
Minnesota
$455K -$9.8K -107 -2%
KIM
872
Kestra Investment Management
Texas
$450K -$51.4K -561 -10%
SIG
873
Stonegate Investment Group
Alabama
$448K +$3.66K +40 +0.8%
BCG
874
Breakwater Capital Group
New Jersey
$447K +$446K +4,867 New
QWM
875
Quadcap Wealth Management
Texas
$446K -$1.89M -20,650 -81%
33 34
35
36 37