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TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
IBEX Wealth Advisors
New Jersey
$16.3M +$1.66M +33,279 +11%
AWE
27
Avidian Wealth Enterprises
Texas
$14.9M +$5.93M +118,776 +66%
VWM
28
VanWeelden Wealth Management
Ohio
$14.1M +$162K +3,239 +1%
KPWS
29
Kestra Private Wealth Services
Texas
$13.4M -$423K -8,473 -3%
FOR
30
Family Office Research
Maryland
$13.4M -$3.83M -76,748 -22%
CICI
31
Capital Investment Counsel Inc
North Carolina
$13M +$5.46M +109,419 +72%
GCM
32
Generation Capital Management
New York
$13M +$439K +8,790 +3%
Lido Advisors
33
Lido Advisors
California
$12.6M
W
34
Wealthquest
Ohio
$12.5M +$1.23M +24,626 +11%
SGWM
35
Sterling Group Wealth Management
California
$11.4M +$2.37M +47,426 +26%
DP
36
Divergent Planning
Maryland
$11.3M +$971K +19,453 +9%
ABWM
37
Alpine Bank Wealth Management
Colorado
$11.1M +$2.47M +49,494 +29%
SSWM
38
Strait & Sound Wealth Management
California
$11.1M -$798K -15,985 -7%
KAS
39
Kestra Advisory Services
Texas
$10.8M -$714K -14,298 -6%
EH
40
Equitable Holdings
New York
$10.8M +$10.6K +212 +0.1%
JP Morgan Chase
41
JP Morgan Chase
New York
$10.6M -$2.62M -52,507 -20%
PFPG
42
Pinnacle Financial Partners (Georgia)
Georgia
$10M +$10M +200,980 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.48M +$9.49M +190,010 New
CCA
44
Coign Capital Advisors
Utah
$9.4M -$1.5M -29,952 -14%
IA
45
IFG Advisory
Georgia
$9.38M +$1.05M +21,103 +13%
IWC
46
Integrated Wealth Concepts
Massachusetts
$8.87M -$15.6M -312,686 -64%
ACM
47
Alpha Capital Management
Texas
$8.87M +$1.31M +26,315 +17%
MCC
48
Money Concepts Capital
Florida
$8.51M -$172K -3,452 -2%
PWMG
49
Pinnacle Wealth Management Group
Michigan
$8.38M +$165K +3,308 +2%
MW
50
MBL Wealth
North Carolina
$7.56M +$5.59M +112,020 +284%