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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$12.6K +$12.6K +250 New
T
577
Tidemark
California
$12.5K +$50 +1 +0.4%
KCM
578
Key Capital Management
Tennessee
$11.4K +$11.4K +226 New
DCM
579
Davis Capital Management
Florida
$9.82K +$9.83K +195 New
TC
580
Trust Company
Kansas
$8.86K +$8.87K +176 New
BWS
581
Buck Wealth Strategies
Colorado
$8.8K +$8.82K +175 New
SGFG
582
Silver Grove Financial Group
New York
$7.5K +$7.51K +149 New
AAP
583
Arax Advisory Partners
Colorado
$7.43K +$50 +1 +0.7%
SC
584
SouthState Corp
Florida
$7.1K +$7.11K +141 New
BWM
585
Bernard Wealth Management
Michigan
$6.75K
TCOT
586
Trust Company of Toledo
Ohio
$6.7K
HNB
587
Huntington National Bank
Ohio
$6.65K
CFO
588
CVA Family Office
Colorado
$6.29K -$4.54K -90 -42%
TPCW
589
TD Private Client Wealth
New York
$6.14K +$5.09K +101 +481%
NFSG
590
Newbridge Financial Services Group
Florida
$5.99K
FFO
591
Fortitude Family Office
Arizona
$5.54K +$2.02K +40 +57%
TFGT
592
TS Financial Group (TSFG)
Illinois
$5K -$1.56K -31 -23%
CMA
593
Cedar Mountain Advisors
Oregon
$4.43K
TCM
594
Triumph Capital Management
Colorado
$4.28K
Franklin Resources
595
Franklin Resources
California
$3.78K -$21.4K -425 -85%
OC
596
Oakworth Capital
Alabama
$3.47K
GEA
597
Glen Eagle Advisors
New Jersey
$2.87K
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$2.82K
MWA
599
Medallion Wealth Advisors
Connecticut
$2.27K +$252 +5 +13%
PA
600
Parallel Advisors
California
$2.21K