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State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
226
Principle Wealth Partners
Connecticut
$311K +$310K +3,122 New
NG
227
Novem Group
New York
$305K +$10.5K +106 +4%
SL
228
Salomon & Ludwin
Virginia
$300K -$67.5K -680 -18%
PPWP
229
Premier Path Wealth Partners
New Jersey
$300K +$68.9K +694 +30%
RWP
230
Ridgeline Wealth Planning
Ohio
$287K -$11.5K -116 -4%
ACS
231
Archford Capital Strategies
Illinois
$287K – – –
CC
232
Courier Capital
New York
$271K -$2.53M -25,449 -90%
OAJ
233
Ogorek Anthony Joseph
New York
$270K +$150K +1,508 +125%
FFN
234
Focus Financial Network
Minnesota
$255K +$254K +2,562 New
DWM
235
Destination Wealth Management
California
$253K – – –
SB
236
Strategic Blueprint
Georgia
$252K +$252K +2,536 New
SIAS
237
Summit Investment Advisory Services
Minnesota
$250K – – –
CP
238
Camelot Portfolios
Ohio
$249K +$248K +2,500 New
CSP
239
Cary Street Partners
Virginia
$249K +$248K +2,500 New
TFP
240
Tilia Fiduciary Partners
North Carolina
$240K -$260K -2,614 -52%
VCM
241
Virtue Capital Management
Tennessee
$240K +$240K +2,413 New
MWM
242
Meridian Wealth Management
Kentucky
$236K +$10.7K +108 +5%
FIM
243
Freedom Investment Management
Connecticut
$234K -$36.8K -370 -14%
WCM
244
Weaver Capital Management
Georgia
$231K +$13.9K +140 +6%
VPP
245
Vertex Planning Partners
Illinois
$230K -$26.1K -263 -10%
FDW
246
Fourth Dimension Wealth
Ohio
$226K – – –
AFG
247
Atomi Financial Group
New York
$226K +$225K +2,267 New
JSW
248
Journey Strategic Wealth
New Jersey
$221K -$249K -2,502 -53%
FWSM
249
First Wilshire Securities Management
California
$218K -$6.85K -69 -3%
EBA
250
Eagle Bay Advisors
New York
$205K -$385K -3,879 -65%
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