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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
376
Prana Capital Management
Connecticut
– -$204K -5,318 Closed
EA
377
Evergreen Advisors
Tennessee
– -$76.6K -2,000 Closed
GSEP
378
Golden State Equity Partners
California
– -$58.2K -1,520 Closed
SSG
379
Summit Securities Group
New York
– -$19.1K -500 Closed
MCM
380
MAI Capital Management
Ohio
– -$18.4K -480 Closed
RFP
381
Root Financial Partners
California
– -$7.28K -190 Closed
BWA
382
Basecamp Wealth Advisors
Washington
– -$6.86K -179 Closed
AA
383
Addison Advisors
Vermont
– -$6.32K -165 Closed
ACM
384
Aster Capital Management
United Arab Emirates
– -$6.42K -140 Closed
WBC
385
West Branch Capital
Massachusetts
– -$3.6K -94 Closed
MAM
386
Marquette Asset Management
Minnesota
– -$2.83K -74 Closed
NSIM
387
North Star Investment Management
Illinois
– -$2.22K -58 Closed
PWMG
388
Prestige Wealth Management Group
New Jersey
– -$2.18K -57 Closed
RWM
389
RMG Wealth Management
Wisconsin
– -$2.28K -55 Closed
PWA
390
Physician Wealth Advisors
Utah
– -$1.76K -46 Closed
CFM
391
Cornerstone Financial Management
Massachusetts
– -$1.03K -27 Closed
ZBNA
392
Zions Bancorporation, National Association
Utah
– -$996 -26 Closed
BWL
393
Bogart Wealth LLC
Virginia
– -$881 -23 Closed
ASN
394
Advisory Services Network
Georgia
– -$843 -22 Closed
SFS
395
Sunrise Financial Services
Washington
– -$575 -15 Closed
CAL
396
Capital Advisors Ltd
Ohio
– -$1K -14 Closed
SC
397
SouthState Corp
Florida
– -$460 -12 Closed
ACA
398
Atlas Capital Advisors
Wyoming
– -$344 -9 Closed
AAS
399
Ameritas Advisory Services
Nebraska
– -$230 -6 Closed
EP
400
Essential Partners
California
– -$192 -5 Closed
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