We are live on ! Find out more
TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
276
Cornerstone Wealth Group
North Carolina
$250K
OAM
277
Occidental Asset Management
California
$249K
WWM
278
WT Wealth Management
Arizona
$237K +$237K +4,748 New
VWWMG
279
Vermillion & White Wealth Management Group
Pennsylvania
$231K +$949 +19 +0.4%
WA
280
WESPAC Advisors
California
$229K -$19K -381 -8%
MSA
281
Marino Stram & Associates
Massachusetts
$229K
BFA
282
Ballast Financial Advisors
Pennsylvania
$220K -$8.99K -180 -4%
IP
283
Indivisible Partners
Florida
$214K -$3.44K -69 -2%
EWM
284
Elevation Wealth Management
Minnesota
$214K -$200 -4 -0.1%
DWM
285
Dakota Wealth Management
Florida
$207K
CA
286
Claro Advisors
Massachusetts
$203K +$203K +4,070 New
BCV
287
Banque Cantonale Vaudoise
Switzerland
$162K +$8.99K +180 +6%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$150K +3,000 New
LWMI
289
Legacy Wealth Management (Idaho)
Idaho
$142K
LC
290
Luminist Capital
Michigan
$140K
RIA
291
Realta Investment Advisors
Delaware
$125K +$125K +2,500 New
SAM
292
S.A. Mason
Michigan
$123K +$8.74K +175 +8%
SIS
293
Sound Income Strategies
Florida
$116K +$116K +2,321 New
LI
294
LRI Investments
Florida
$89.8K
KFAS
295
Keating Financial Advisory Services
Kansas
$86.2K +$86.3K +1,728 New
RIL
296
Rothschild Investment LLC
Illinois
$59.8K
NF
297
Napier Financial
Massachusetts
$57.4K +$57.5K +1,152 New
GWM
298
Geneos Wealth Management
Colorado
$54.9K
Fidelity Investments
299
Fidelity Investments
Massachusetts
$52.3K -$60K -1,202 -53%
Royal Bank of Canada
300
Royal Bank of Canada
Ontario, Canada
$42K -$242K -4,847 -85%