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

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
201
WealthSource Partners
California
$955K -$351K -3,834 -27%
AI
202
Atria Investments
North Carolina
$938K +$1.37K +15 +0.1%
GSC
203
G&S Capital
Colorado
$926K +$171K +1,867 +23%
PCM
204
Prelude Capital Management
New York
$914K +$915K +10,000 New
AC
205
AlphaCore Capital
California
$912K +$913K +9,978 New
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$911K +$362K +3,951 +66%
AIS
207
American Investment Services
Massachusetts
$905K +$906K +9,902 New
APA
208
American Portfolios Advisors
New York
$901K -$177K -1,930 -16%
SAMC
209
Spectrum Asset Management (California)
California
$899K -$194K -2,115 -18%
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$893K +$11K +120 +1%
PIN
211
Prudent Investors Network
California
$892K +$893K +9,758 New
GCAC
212
Guardian Capital Advisors (Canada)
Ontario, Canada
$881K -$194K -2,117 -18%
VVP
213
Venture Visionary Partners
Ohio
$881K +$882K +9,638 New
SSWM
214
Sheets Smith Wealth Management
North Carolina
$881K +$888K +9,703 New
PIM
215
Penobscot Investment Management
Massachusetts
$850K – – –
SA
216
Sicart Associates
New York
$848K +$160K +1,750 +23%
CW
217
CreativeOne Wealth
Kansas
$845K +$57.6K +629 +7%
SWA
218
SFMG Wealth Advisors
Texas
$843K -$3.29K -36 -0.4%
CAAS
219
Capital Asset Advisory Services
Michigan
$843K +$844K +9,219 New
IF
220
IRON Financial
Illinois
$832K +$833K +9,104 New
IWC
221
Integrated Wealth Concepts
Massachusetts
$822K +$462K +5,054 +128%
LRPA
222
L. Roy Papp & Associates
Arizona
$820K -$18.3K -200 -2%
GTAM
223
Global Trust Asset Management
Florida
$807K -$4.85K -53 -0.6%
DAC
224
Dividend Assets Capital
South Carolina
$798K – – –
MWA
225
Martel Wealth Advisors
Washington
$777K +$778K +8,502 New
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9
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