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BILL Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Spire Wealth Management
Virginia
– -$149K -657 Closed
SFO
527
Standard Family Office
South Dakota
– -$122K -539 Closed
BAM
528
Belpointe Asset Management
Nevada
– -$108K -474 Closed
HNWAG
529
High Net Worth Advisory Group
Florida
– -$45K -200 Closed
WAS
530
Winch Advisory Services
Wisconsin
– -$30K -134 Closed
NFSG
531
Newbridge Financial Services Group
Florida
– -$23K -100 Closed
SLWA
532
San Luis Wealth Advisors
California
– -$22K -90 Closed
FIA
533
FNY Investment Advisers
New York
– -$17K -75 Closed
T
534
TCWP
Ohio
– -$14K -66 Closed
MCC
535
Money Concepts Capital
Florida
– -$11K -50 Closed
FPS
536
Fieldpoint Private Securities
Connecticut
– -$11K -48 Closed
RIM
537
Rockbridge Investment Management
New York
– -$9.3K -40 Closed
PFS
538
Prospera Financial Services
Texas
– -$4.8K -33 -94%
TFO
539
Tarbox Family Office
California
– -$3K -15 Closed
CI
540
Cordant Inc
Oregon
– -$1K -6 Closed
PCA
541
Providence Capital Advisors
North Carolina
– -$1K -5 Closed
BWM
542
BerganKDV Wealth Management
Minnesota
– -$437 -3 -60%
DI
543
Disciplined Investments
Oklahoma
– -$146 -1 -50%
WT
544
Whittier Trust
California
– +$437 +3 New
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
– +$582 +4 New