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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$60.4K – – –
BOJHT
552
Bank of Jackson Hole Trust
Wyoming
$60.3K – – –
CPG
553
Cornerstone Planning Group
New Jersey
$54K +$2.07K +41 +4%
BlackRock
554
BlackRock
New York
$54K +$54K +1,072 New
FF
555
Frankly Finances
Florida
$49.3K +$49.4K +980 New
UBS AM
556
UBS AM
Illinois
$46K +$46.1K +914 New
ST
557
Smithfield Trust
Pennsylvania
$44K +$44K +874 New
CAN
558
Capital Advisor Network
Indiana
$37K +$37K +734 New
PWA
559
Physician Wealth Advisors
Utah
$31.2K +$31.2K +620 New
AUB
560
Atlantic Union Bankshares
Virginia
$30K – – –
BWAM
561
Boyd Watterson Asset Management
Ohio
$29.2K +$29.2K +580 New
CWIG
562
Chung Wu Investment Group
Texas
$25.2K – – –
Franklin Resources
563
Franklin Resources
California
$25.2K +$18.4K +365 +270%
Bank of Montreal
564
Bank of Montreal
Ontario, Canada
$24.8K +$24.8K +493 New
HNB
565
Huntington National Bank
Ohio
$24.5K – – –
T
566
Transce3nd
Texas
$23.9K +$4.18K +83 +21%
CIAS
567
CBIZ Investment Advisory Services
Ohio
$22.9K – – –
DWP
568
Destiny Wealth Partners
Florida
$22.9K +$22.9K +455 New
SIM
569
Synergy Investment Management
Florida
$19.4K -$517K -10,252 -96%
VWM
570
Vermillion Wealth Management
Minnesota
$16.8K -$5.59K -111 -25%
GIA
571
GHP Investment Advisors
Colorado
$16K – – –
APW
572
Aventura Private Wealth
Florida
$15.4K – – –
GCM
573
Gables Capital Management
Florida
$15.1K – – –
C
574
Covestor
United Kingdom
$15K +$3.33K +66 +28%
1IA
575
1620 Investment Advisors
Massachusetts
$14.2K – – –