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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
526
Redmont Wealth Advisors
Illinois
$26.9K
PB
527
Pinnacle Bancorp
Nebraska
$25K
CIAS
528
CBIZ Investment Advisory Services
Ohio
$22.9K +$22.9K +455 New
FC
529
Financial Consulate
Maryland
$21.4K +$21.4K +425 New
GIA
530
GHP Investment Advisors
Colorado
$16K
T
531
Transce3nd
Texas
$15.5K -$729K -14,484 -98%
APW
532
Aventura Private Wealth
Florida
$15.4K
GCM
533
Gables Capital Management
Florida
$15.1K
1IA
534
1620 Investment Advisors
Massachusetts
$14.2K
CAIM
535
Catherine Avery Investment Management
Florida
$12.9K +$151 +3 +1%
T
536
Tidemark
California
$12.4K +$50 +1 +0.4%
C
537
Covestor
United Kingdom
$12K +$856 +17 +8%
TFGT
538
TS Financial Group (TSFG)
Illinois
$10K +$3.32K +66 +50%
Franklin Resources
539
Franklin Resources
California
$6.79K -$3.27K -65 -33%
BWM
540
Bernard Wealth Management
Michigan
$6.74K
TCOT
541
Trust Company of Toledo
Ohio
$6.69K
CFO
542
CVA Family Office
Colorado
$6.28K
NFSG
543
Newbridge Financial Services Group
Florida
$5.98K
CFB
544
Cullen/Frost Bankers
Texas
$5.03K +$5.04K +100 New
CTWM
545
Cherry Tree Wealth Management
Minnesota
$4.98K
CPG
546
Cornerstone Planning Group
New Jersey
$3.59K -$47.5K -944 -93%
OC
547
Oakworth Capital
Alabama
$3.47K +$3.48K +69 New
GEA
548
Glen Eagle Advisors
New Jersey
$2.87K
PA
549
Parallel Advisors
California
$2.21K
MWA
550
Medallion Wealth Advisors
Connecticut
$2.01K -$856 -17 -30%