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

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
876
Transatlantique Private Wealth
New York
$499K – – –
CPA
877
Cardiff Park Advisors
California
$496K +$295K +3,218 +147%
HWMO
878
Heritage Wealth Management (Ohio)
Ohio
$492K +$44.9K +490 +10%
KP
879
Keel Point
Alabama
$491K – – –
CPIG
880
Chicago Partners Investment Group
Illinois
$487K +$486K +5,308 New
HFAS
881
Hummer Financial Advisory Services
Illinois
$486K +$9.16K +100 +2%
NRG
882
Nemes Rush Group
Michigan
$484K +$103K +1,121 +27%
LWMI
883
Landmark Wealth Management (Illinois)
Illinois
$483K -$2.04M -22,291 -81%
SI
884
Saxon Interests
Texas
$480K – – –
FFB
885
First Financial Bankshares
Texas
$480K -$2.56K -28 -0.5%
RW
886
Regimen Wealth
Georgia
$478K +$87.7K +958 +23%
KV
887
Kickstand Ventures
New York
$476K -$124K -1,351 -21%
TCG
888
Transcendent Capital Group
Oklahoma
$476K -$597K -6,519 -56%
BFP
889
Briaud Financial Planning
Texas
$474K – – –
IF
890
IRON Financial
Illinois
$469K +$468K +5,108 New
FGC
891
Financial Gravity Companies
Texas
$468K +$468K +5,107 New
PW
892
Paladin Wealth
Minnesota
$464K +$92.3K +1,008 +25%
HC
893
Hamilton Capital
Ohio
$459K -$60.3K -658 -12%
CCA
894
Catalyst Capital Advisors
New York
$459K – – –
PWM
895
Perigon Wealth Management
California
$458K -$74.5K -813 -14%
PTP
896
Platform Technology Partners
New York
$457K +$251K +2,739 +122%
TAM
897
TCP Asset Management
Ohio
$457K -$59.5K -650 -12%
AWE
898
Avidian Wealth Enterprises
Texas
$456K +$171K +1,863 +60%
NAM
899
NTV Asset Management
West Virginia
$453K +$452K +4,935 New
KWM
900
Kiker Wealth Management
Georgia
$449K +$433K +4,730 +2,815%
34 35
36
37 38