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

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$1.1M -$10.8K -109 -1%
RA
152
RiverTree Advisors
Florida
$1.07M -$88.5K -891 -8%
CA
153
CoreCap Advisors
Michigan
$1.06M -$4.17M -41,946 -80%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$1.04M +$545K +5,489 +110%
KBFS
155
Kohmann Bosshard Financial Services
Ohio
$1.04M +$505K +5,089 +95%
GWM
156
GK Wealth Management
Nevada
$1.02M -$20.3K -204 -2%
MCM
157
MAI Capital Management
Ohio
$1M -$13.5K -136 -1%
SC
158
Sykon Capital
New York
$990K -$64K -644 -6%
DCM
159
DGS Capital Management
New Jersey
$966K +$7.35K +74 +0.8%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$963K +$37.2K +375 +4%
LIA
161
Lynx Investment Advisory
District of Columbia
$948K -$40.9K -412 -4%
BFG
162
Beacon Financial Group
Texas
$934K +$932K +9,387 New
PAYA
163
Phil A. Younker & Associates
Alaska
$930K -$12.9K -130 -1%
SWP
164
Strategic Wealth Partners
Ohio
$902K -$6.63M -66,704 -88%
TPBG
165
Turning Point Benefit Group
Maryland
$887K +$62.6K +630 +8%
GVAG
166
Great Valley Advisor Group
Delaware
$887K +$28.9K +291 +3%
CCFM
167
Clear Creek Financial Management
Washington
$881K -$15.7K -158 -2%
SWA
168
Sightline Wealth Advisors
Connecticut
$879K -$113K -1,135 -11%
TWM
169
TCFG Wealth Management
California
$872K -$23.3K -235 -3%
VPP
170
Vertex Planning Partners
Illinois
$871K -$263K -2,650 -23%
AA
171
Alesco Advisors
New York
$864K – – –
CCM
172
Coldstream Capital Management
Washington
$825K -$951K -9,574 -54%
TRCT
173
Tower Research Capital (TRC)
New York
$821K -$1.72M -17,336 -68%
WCM
174
Weaver Capital Management
Georgia
$803K +$461K +4,645 +136%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$802K +$828K +8,335 New
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