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BILL Holdings
BILL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
451
TCI Wealth Advisors
Arizona
$12K +$287 +2 +2%
FF
452
FourThought Financial
Florida
$11K -$1.01K -7 -8%
EWA
453
EverSource Wealth Advisors
Alabama
$10K +$10.2K +71 New
MIM
454
Macroview Investment Management
Maryland
$10K +$11.2K +78 New
CFO
455
CVA Family Office
Colorado
$9K -$98K -682 -91%
ZB
456
Zions Bancorporation
Utah
$9K +$5.32K +37 +132%
CA
457
Clearstead Advisors
Ohio
$8K – – –
TWM
458
Tradition Wealth Management
Minnesota
$7K – – –
BIA
459
Bell Investment Advisors
California
$6K -$1.44K -10 -18%
AP
460
Arlington Partners
Alabama
$6K – – –
JWM
461
Janiczek Wealth Management
Colorado
$6K – – –
WWMSC
462
Wagner Wealth Management (South Carolina)
South Carolina
$6K – – –
GWS
463
Glassman Wealth Services
Virginia
$5K +$1.72K +12 +41%
PFA
464
Professional Financial Advisors
Nebraska
$5K +$5.89K +41 New
AAP
465
Arax Advisory Partners
Colorado
$4K – – –
BTI
466
Blue Trust Inc
Georgia
$4K +$3.74K +26 +371%
AWM
467
Atticus Wealth Management
Florida
$3K – – –
BFEC
468
Benjamin F. Edwards & Company
Missouri
$3K – – –
JWA
469
JFS Wealth Advisors
Pennsylvania
$3K – – –
PFBT
470
Parkside Financial Bank & Trust
Missouri
$3K +$1.01K +7 +39%
SFO
471
Standard Family Office
South Dakota
$3K +$3.74K +26 New
LSA
472
Leonteq Securities AG
Switzerland
$2.91K -$1.29K -9 -29%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.3K -16 -57%
PWMG
474
Prestige Wealth Management Group
New Jersey
$2K – – –
SC
475
Schubert & Co
Texas
$2K +$862 +6 +50%
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19
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