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

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
976
Cypress Point Wealth Management
Texas
$302K +$3.02K +33 +1%
KC
977
Kinloch Capital
Virginia
$300K – – –
KFG
978
Kelly Financial Group
Connecticut
$300K +$300K +3,273 New
RF
979
Rossby Financial
Florida
$298K +$13K +142 +5%
SC
980
Sepio Capital
Utah
$297K -$226K -2,468 -43%
EA
981
Emerald Advisors
Washington
$294K +$294K +3,207 New
FA
982
Flagstar Advisors
New York
$288K -$145K -1,588 -34%
SL
983
Sentinus LLC
Illinois
$284K -$247K -2,693 -46%
SNWA
984
Siligmueller & Norvid Wealth Advisors
Illinois
$284K +$525K +5,729 New
DAS
985
Dynamic Advisor Solutions
Arizona
$284K -$2.21M -24,108 -89%
NG
986
Novem Group
New York
$284K +$33.2K +362 +13%
DAM
987
Delta Asset Management
Tennessee
$283K +$283K +3,088 New
MPI
988
Mairs & Power Inc
Minnesota
$283K +$59.6K +651 +27%
GRR
989
Golden Reserve Retirement
Ohio
$278K +$277K +3,028 New
DRP
990
Decker Retirement Planning
Utah
$277K -$2.02K -22 -0.7%
PFA
991
Portland Financial Advisors
New York
$276K +$276K +3,011 New
GS
992
GWN Securities
Florida
$274K -$547K -5,975 -67%
WB
993
Webster Bank
Connecticut
$274K -$321K -3,505 -54%
CFA
994
Capstone Financial Advisors
Illinois
$272K +$272K +2,966 New
UAG
995
United Advisor Group
Ohio
$270K +$53.3K +582 +25%
LA
996
Latitude Advisors
Florida
$268K -$29.1K -318 -10%
PFG
997
PAX Financial Group
Texas
$267K +$12.6K +138 +5%
WLIM
998
White Lighthouse Investment Management
Massachusetts
$266K -$30K -328 -10%
SIS
999
Strategic Investment Solutions
Illinois
$264K – – –
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$263K +$263K +2,871 New
38 39
40
41 42