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United States Treasury Bills Bill

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RFP Financial Group LLC
NEW
Shares948,000
Change+948,000
Value$947.6K
Filed 2023-08-01
Strategic Investment Solutions, Inc.
NEW
Shares25,000
Change+25,000
Value$24.9K
Filed 2023-08-15
Heritage Wealth Partners, LLC
INCREASED
Shares8,800 from 7,500
Change+1,300 (+17%)
Value$8.8M (+$1.4M)
Filed 2023-08-11
Tucker Asset Management LLC
NEW
Shares3,333
Change+3,333
Value$3.3M
Filed 2023-09-08
ORG Partners LLC
NEW
Shares3,264
Change+3,264
Value$3.3M
Filed 2023-07-25
Accel Wealth Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$3.0K)
Filed 2023-07-24
Status
RFP Financial Group LLC
NEW948,000—+948,000——$947.6K—2023-08-01
Strategic Investment Solutions, Inc.
NEW25,000—+25,000——$24.9K—2023-08-15
Heritage Wealth Partners, LLC
INCREASED8,8007,500+1,300+17%$7.4M$8.8M+$1.4M2023-08-11
Tucker Asset Management LLC
NEW3,333—+3,333——$3.3M—2023-09-08
ORG Partners LLC
NEW3,264—+3,264——$3.3M—2023-07-25
Accel Wealth Management
CLOSED03-3-100%$3.0K$0-$3.0K2023-07-24
Showing 6 of 6 institutions