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
VF
76
Vista Finance
Missouri
$1.5M -$975K -19,526 -39%
IWM
77
IHT Wealth Management
Illinois
$1.49M +$188K +3,770 +14%
CWG
78
Crown Wealth Group
North Carolina
$1.44M +$568K +11,370 +66%
SF
79
Synovus Financial
Georgia
$1.43M +$198K +3,962 +16%
MW
80
MBL Wealth
North Carolina
$1.4M +$1.4M +28,002 New
SFM
81
Signet Financial Management
New Jersey
$1.37M +$207K +4,152 +18%
FIM
82
Freedom Investment Management
Connecticut
$1.3M +$1.3M +26,047 New
SAS
83
SMI Advisory Services
Indiana
$1.25M +$1.25M +24,957 New
KPWS
84
Kestra Private Wealth Services
Texas
$1.2M +$3.35K +67 +0.3%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$1.19M +$83.7K +1,675 +8%
BWA
86
BlueChip Wealth Advisors
Georgia
$1.19M +$260K +5,206 +28%
PS
87
Principal Securities
Iowa
$1.19M +$1.19M +23,725 New
GWM
88
Gitterman Wealth Management
New Jersey
$1.06M +$1.06M +21,271 New
SFG
89
Sovereign Financial Group
Connecticut
$1.01M +$593K +11,874 +142%
GIA
90
Gladstone Institutional Advisory
Florida
$915K +$132K +2,634 +17%
JWCA
91
J.W. Cole Advisors
Florida
$913K +$290K +5,810 +47%
CIA
92
Concurrent Investment Advisors
Florida
$871K -$44.6K -893 -5%
SAW
93
Signal Advisors Wealth
Michigan
$824K -$173K -3,466 -17%
FWM
94
Foguth Wealth Management
Michigan
$824K +$823K +16,480 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$818K +$817K +16,357 New
SIG
96
Spinnaker Investment Group
California
$801K -$64.3K -1,287 -7%
Creative Planning
97
Creative Planning
Kansas
$776K +$775K +15,505 New
Vontobel Holding
98
Vontobel Holding
Switzerland
$713K +$712K +14,259 New
PWM
99
Perigon Wealth Management
California
$711K -$397K -7,939 -36%
JP Morgan Chase
100
JP Morgan Chase
New York
$700K +$699K +13,999 New