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

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
176
Highline Wealth Partners
California
$408K +$52.5K +529 +15%
PWG
177
Portside Wealth Group
Utah
$404K +$79.8K +804 +25%
CP
178
Castleview Partners
Texas
$403K -$24.9K -251 -6%
PWM
179
Perigon Wealth Management
California
$400K +$400K +4,029 New
VPP
180
Vertex Planning Partners
Illinois
$391K -$75.8K -764 -16%
SWM
181
Stapp Wealth Management
Washington
$376K -$9.52K -96 -2%
GIA
182
Gladstone Institutional Advisory
Florida
$373K +$372K +3,753 New
MCC
183
Money Concepts Capital
Florida
$371K -$1.94M -19,580 -84%
NF
184
NavPoint Financial
Minnesota
$370K -$67.4K -679 -15%
DAS
185
Dynamic Advisor Solutions
Arizona
$367K +$19.5K +197 +6%
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$350K – – –
WS
187
Wedbush Securities
California
$324K +$324K +3,265 New
FFN
188
Focus Financial Network
Minnesota
$323K -$14.3K -144 -4%
BAM
189
Belpointe Asset Management
Nevada
$303K -$17.4K -175 -5%
FCA
190
Fortis Capital Advisors
Kansas
$303K -$17.4K -175 -5%
CC
191
Courier Capital
New York
$297K -$2.96M -29,840 -91%
KLI
192
Kelman-Lazarov Inc
Tennessee
$294K -$13.2M -132,602 -98%
ORC
193
O'Rourke & Company
Massachusetts
$293K -$28.8K -290 -9%
FIM
194
Freedom Investment Management
Connecticut
$283K -$115K -1,162 -29%
SAM
195
Smartleaf Asset Management
Massachusetts
$281K -$1.09M -10,964 -79%
JSA
196
Jacobson & Schmitt Advisors
Wisconsin
$277K +$276K +2,785 New
GS
197
GTS Securities
Florida
$270K +$270K +2,720 New
GLA
198
Good Life Advisors
Pennsylvania
$269K -$5.65K -57 -2%
OWA
199
Opal Wealth Advisors
New York
$268K +$268K +2,702 New
TSS
200
Two Sigma Securities
New York
$260K -$36.3K -366 -12%
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