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

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
151
Clear Creek Financial Management
Washington
$1.04M -$216K -2,179 -17%
PPA
152
Pacific Point Advisors
California
$998K +$999K +10,064 New
LIA
153
Lynx Investment Advisory
District of Columbia
$990K +$24.3K +245 +3%
DCM
154
DGS Capital Management
New Jersey
$983K +$16.2K +163 +2%
TWM
155
TCFG Wealth Management
California
$970K +$532K +5,360 +121%
MCC
156
Money Concepts Capital
Florida
$948K -$2.17M -21,851 -70%
OWA
157
Opal Wealth Advisors
New York
$939K +$638K +6,425 +211%
PG
158
Patten Group
Tennessee
$933K +$934K +9,405 New
EFG
159
Embree Financial Group
Illinois
$932K +$72.6K +731 +8%
Lido Advisors
160
Lido Advisors
California
$901K
JFG
161
Jefferies Financial Group
New York
$895K
GLA
162
Good Life Advisors
Pennsylvania
$894K +$369K +3,716 +70%
RA
163
RiverTree Advisors
Florida
$847K +$54.3K +547 +7%
GWM
164
Gibbs Wealth Management
Georgia
$842K +$25.8K +260 +3%
T
165
Tidemark
California
$832K -$11.4K -115 -1%
AWS
166
Atria Wealth Solutions
New York
$832K -$1.73M -17,438 -68%
WWM
167
WJ Wealth Management
Arizona
$823K -$76.2K -768 -8%
KBFS
168
Kohmann Bosshard Financial Services
Ohio
$813K -$387K -3,898 -32%
SC
169
Sykon Capital
New York
$812K +$377K +3,800 +87%
AWP
170
Astra Wealth Partners
New Jersey
$801K +$802K +8,078 New
SA
171
Sanctuary Advisors
Indiana
$777K -$120K -1,207 -13%
FFA
172
Farther Finance Advisors
California
$745K +$615K +6,190 +469%
GWM
173
Geneos Wealth Management
Colorado
$737K +$348K +3,510 +89%
I2I
174
Insight 2811 Inc
Illinois
$732K -$44.7K -450 -6%
PHS
175
Pekin Hardy Strauss
Illinois
$712K +$383K +3,860 +116%