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TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Concurrent Investment Advisors
Florida
$904K +$33.3K +667 +4%
AAS
102
Ameritas Advisory Services
Nebraska
$866K +$434K +8,689 +101%
CFP
103
Curran Financial Partners
South Carolina
$801K +$800K +16,013 New
FWM
104
Foguth Wealth Management
Michigan
$796K -$28K -560 -3%
RA
105
RiverTree Advisors
Florida
$768K +$767K +15,356 New
PTC
106
Private Trust Company
Ohio
$735K +$605K +12,122 +472%
CCM
107
Crew Capital Management
Ohio
$731K +$258K +5,171 +55%
CI
108
Ceera Investments
Texas
$715K +$32.9K +659 +5%
Vontobel Holding
109
Vontobel Holding
Switzerland
$713K
OIA
110
OneDigital Investment Advisors
Kansas
$703K +$398K +7,977 +131%
DADC
111
D.A. Davidson & Co
Montana
$701K +$129K +2,580 +23%
RJA
112
Raymond James & Associates
Florida
$697K +$155K +3,108 +29%
Creative Planning
113
Creative Planning
Kansas
$651K -$125K -2,497 -16%
MW
114
MBL Wealth
North Carolina
$650K -$749K -15,000 -54%
TCG
115
Transcendent Capital Group
Oklahoma
$647K +$611K +12,227 +1,747%
CF
116
Centaurus Financial
California
$639K +$325K +6,512 +104%
STA
117
Smith Thornton Advisors
Alabama
$595K +$594K +11,895 New
CC
118
Cypress Capital
Tennessee
$588K +$587K +11,753 New
IP
119
Ignite Planners
California
$585K +$302K +6,049 +106%
T
120
Tidemark
California
$580K +$122K +2,446 +27%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$575K -$243K -4,859 -30%
OMC
122
Old Mission Capital
Illinois
$550K +$549K +11,000 New
PG
123
Prostatis Group
Maryland
$545K +$544K +10,886 New
FHB
124
First Hawaiian Bank
Hawaii
$541K +$284K +5,686 +111%
KWA
125
Kingswood Wealth Advisors
California
$541K +$64.2K +1,285 +13%