United States Treasury Bills Bill

CUSIP: 912796Y37 | 8 institutional holders

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Institutional Holders — Q2 2023

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Highlander Capital Management, LLC500,000

0.0% of portfolio$498

Jackson Wealth Management, LLC413,000

0.1% of portfolio$411.0K

RFP Financial Group LLC62,000

0.0% of portfolio$61.7K

Strategic Investment Solutions, Inc.25,000

0.0% of portfolio$24.8K

Heritage Wealth Partners, LLC15,375

9.0% of portfolio$15.3M

Tucker Asset Management LLC2,260

0.7% of portfolio$2.3M

ORG Partners LLC1,549

0.3% of portfolio$1.5M

Cornerstone Planning Group LLC63

0.0% of portfolio$62.7K

				Style	Turnover	Location	Filed
Highlander Capital Management, LLC	500,000	$498	0.0%	N/A	N/A	Short Hills, NJ	2023-08-14
Jackson Wealth Management, LLC	413,000	$411.0K	0.1%	Agg Growth	High	Lake Mary, FL	2023-08-02
RFP Financial Group LLC	62,000	$61.7K	0.0%	Core	Medium	Atlanta, GA	2023-08-01
Strategic Investment Solutions, Inc.	25,000	$24.8K	0.0%	ETF	Medium	Orland Park, IL	2023-08-15
Heritage Wealth Partners, LLC	15,375	$15.3M	9.0%	Agg Growth	Medium	Dublin, OH	2023-08-11
Tucker Asset Management LLC	2,260	$2.3M	0.7%	ETF	Medium	Littleton, CO	2023-09-08
ORG Partners LLC	1,549	$1.5M	0.3%	Growth	Low	Roanoke, IN	2023-07-25
Cornerstone Planning Group LLC	63	$62.7K	0.0%	ETF	Medium	Fairfield, NJ	2023-08-15