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

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
876
Joel Isaacson & Co
New York
$551K +$7.6K +83 +1%
CFIA
877
Cantor Fitzgerald Investment Advisors
New York
$549K +$182K +1,984 +49%
OFS
878
OneAscent Financial Services
Alabama
$541K +$138K +1,502 +34%
NRG
879
Nemes Rush Group
Michigan
$537K +$22.6K +247 +4%
PAM
880
Peak Asset Management
Colorado
$528K -$64.1K -700 -11%
SDH
881
Sloy Dahl & Holst
Washington
$528K -$17.4K -190 -3%
GSWM
882
Golden State Wealth Management
California
$523K -$74.3K -812 -12%
PWP
883
Phillips Wealth Planners
Mississippi
$519K +$92.6K +1,011 +22%
WCP
884
Wealthcare Capital Partners
Pennsylvania
$519K -$78.4K -856 -13%
SI
885
Stonekeep Investments
New Mexico
$514K -$31.4K -343 -6%
GSEP
886
Golden State Equity Partners
California
$512K +$56.9K +621 +12%
WSCM
887
Wellington Shields Capital Management
New York
$510K – – –
AWA
888
A4 Wealth Advisors
North Carolina
$509K -$18.6K -203 -4%
PWC
889
PYA Waltman Capital
Tennessee
$509K +$1.47K +16 +0.3%
OPWM
890
Oxinas Partners Wealth Management
Indiana
$508K -$81.4K -889 -14%
A
891
Alongside
Texas
$507K +$507K +5,543 New
CPA
892
Cardiff Park Advisors
California
$506K +$6.96K +76 +1%
QWM
893
Quadcap Wealth Management
Texas
$504K +$60K +655 +13%
CI
894
CX Institutional
Indiana
$503K -$943K -10,301 -65%
PVM
895
Palogic Value Management
Texas
$501K +$502K +5,482 New
SI
896
Schusterman Interests
Oklahoma
$499K – – –
SC
897
Sykon Capital
New York
$499K +$4.58K +50 +0.9%
BTI
898
Blue Trust Inc
Georgia
$498K +$54.9K +600 +12%
TPW
899
Transatlantique Private Wealth
New York
$497K – – –
VWM
900
VanWeelden Wealth Management
Ohio
$497K -$14.5M -157,975 -97%
34 35
36
37 38