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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$5.38K +$4.17K +81 +386%
CWM
302
CarsonAllaria Wealth Management
Illinois
$5.28K – – –
TAM
303
Tucker Asset Management
Colorado
$4.27K -$206 -4 -5%
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
$4K +$51 +1 +1%
FFO
305
Fortitude Family Office
Arizona
$3.64K +$3.55K +69 New
CFB
306
Cullen/Frost Bankers
Texas
$3.27K +$2.99K +58 +1,450%
HFM
307
Harvest Fund Management
China
$3K +$618 +12 +26%
S
308
Sachetta
Massachusetts
$2.8K +$669 +13 +33%
FFA
309
Farther Finance Advisors
California
$2.32K -$206 -4 -8%
AAG
310
Armstrong Advisory Group
Massachusetts
$2.27K – – –
TC
311
Truvestments Capital
Florida
$2.16K +$2.11K +41 New
SAM
312
Smartleaf Asset Management
Massachusetts
$2.02K +$669 +13 +52%
HWM
313
Hemington Wealth Management
Virginia
$2K +$2.47K +48 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$1.85K -$1.44K -28 -44%
BBHC
315
Brown Brothers Harriman & Co
New York
$1.85K +$1.8K +35 New
PS
316
Principal Securities
Iowa
$1.69K +$927 +18 +129%
HPC
317
HM Payson & Co
Maine
$1.43K +$1.39K +27 New
RS
318
Rakuten Securities
Japan
$1.37K -$4.53K -88 -77%
MCM
319
MV Capital Management
Maryland
$1.37K +$1.18K +23 +767%
AF
320
Advisornet Financial
Minnesota
$1.32K -$3.6K -70 -74%
AWM
321
Atticus Wealth Management
Florida
$1.27K – – –
FDCP
322
Foster Dykema Cabot & Partners
Massachusetts
$1.16K +$1.13K +22 New
WWM
323
Wolff Wiese Magana
California
$1.16K +$1.13K +22 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$791 +$257 +5 +50%
JWA
325
JFS Wealth Advisors
Pennsylvania
$739 +$51 +1 +8%
11 12
13
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