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TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$240K +$240K +4,808 New
SC
227
SouthState Corp
Florida
$238K +$237K +4,750 New
KWA
228
Kingswood Wealth Advisors
California
$232K -$50.9K -1,020 -18%
AIFAIM
229
American Institute for Advanced Investment Management
Arizona
$230K +$230K +4,600 New
PFA
230
Pinnacle Family Advisors
Missouri
$218K -$71.9K -1,440 -25%
PWM
231
Prosperity Wealth Management
California
$218K +$217K +4,350 New
GCA
232
Genesee Capital Advisors
New York
$217K -$10.8K -217 -5%
EMCIP
233
Ewing Morris & Co Investment Partners
Ontario, Canada
$216K +$150K +3,000 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$215K +$215K +4,300 New
VA
235
VestGen Advisors
Illinois
$210K +$210K +4,203 New
LA
236
Lindenwold Advisors
Pennsylvania
$207K
ZIM
237
Zacks Investment Management
Illinois
$207K
CFA
238
Camarda Financial Advisors
Florida
$206K +$206K +4,128 New
MSA
239
Marino Stram & Associates
Massachusetts
$202K -$126K -2,517 -38%
IF
240
Intrua Financial
Texas
$200K +$200K +4,003 New
EWA
241
EverSource Wealth Advisors
Alabama
$181K +$4.2K +84 +2%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$175K +$174K +3,484 +58,067%
LWMI
243
Legacy Wealth Management (Idaho)
Idaho
$142K +$97.7K +1,956 +220%
BCV
244
Banque Cantonale Vaudoise
Switzerland
$135K +$135K +2,701 New
RIA
245
Realta Investment Advisors
Delaware
$125K +$125K +2,500 New
SHIM
246
Stone House Investment Management
Pennsylvania
$114K +$113K +2,271 New
CFD
247
Creative Financial Designs
Indiana
$97K +$43.1K +864 +80%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$95K
WF
249
Wayfinding Financial
Washington
$93K +$93.5K +1,873 New
PA
250
PSI Advisors
Florida
$78.7K +$200 +4 +0.3%