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

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
926
Potentia Wealth
California
$372K +$372K +4,059 New
LFS
927
Littlejohn Financial Services
Oregon
$370K +$30.1K +329 +9%
CFIA
928
Cantor Fitzgerald Investment Advisors
New York
$369K +$64.3K +702 +21%
WAS
929
Wealth Advisory Solutions
Indiana
$368K +$12.7K +139 +4%
CAM
930
Clark Asset Management
New Hampshire
$366K +$366K +3,993 New
PPWP
931
Premier Path Wealth Partners
New Jersey
$366K +$11.4K +124 +3%
AWA
932
Acorn Wealth Advisors
Michigan
$364K +$364K +3,971 New
SL
933
SWMG LLC
Texas
$362K +$69.4K +758 +24%
IP
934
Ignite Planners
California
$362K -$8.79K -96 -2%
FHC
935
First Heartland Consultants
Missouri
$361K -$462K -5,039 -56%
FF
936
Farrow Financial
Vermont
$360K -$43.7K -477 -11%
BCG
937
Bravias Capital Group
New Jersey
$358K -$8.98K -98 -2%
CTC
938
Central Trust Company
Missouri
$358K -$3.48K -38 -1%
TWM
939
Thrive Wealth Management
Pennsylvania
$356K -$7.97K -87 -2%
SFS
940
Summit Financial Strategies
Ohio
$355K – – –
MG
941
Marex Group
$353K +$352K +3,846 New
ECM
942
Evergreen Capital Management
Washington
$352K +$3.12K +34 +0.9%
LJCM
943
Lee Johnson Capital Management
Texas
$350K – – –
SA
944
SPG Advisors
Washington
$346K -$42.7K -466 -11%
LFG
945
Larson Financial Group
Missouri
$345K +$183 +2 +0.1%
IF
946
Intrua Financial
Texas
$343K +$343K +3,743 New
SFPG
947
Stonebridge Financial Planning Group
Florida
$342K -$2.56K -28 -0.7%
RFS
948
Richardson Financial Services
Massachusetts
$341K +$200K +2,181 +142%
DWM
949
Destination Wealth Management
California
$340K +$15.3K +167 +5%
MWM
950
MinichMacGregor Wealth Management
New York
$339K +$339K +3,699 New
36 37
38
39 40