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TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$679K -$20K -400 -3%
HCA
177
Harbour Capital Advisors
Virginia
$668K +$110K +2,195 +20%
RCWM
178
Red Crane Wealth Management
California
$662K -$135K -2,701 -17%
HI
179
Harbour Investments
Wisconsin
$657K +$100 +2 +0%
TNBTD
180
Trustmark National Bank Trust Department
Mississippi
$656K +$10.9K +219 +2%
WS
181
Wedbush Securities
California
$645K +$298K +5,977 +86%
TC
182
Trilogy Capital
California
$636K -$135K -2,703 -18%
OWA
183
Opal Wealth Advisors
New York
$633K +$418K +8,374 +196%
TA
184
TrueWealth Advisors
Alabama
$617K -$214K -4,289 -26%
Corient Private Wealth
185
Corient Private Wealth
Florida
$614K -$1.1M -21,945 -64%
PWA
186
Principia Wealth Advisory
Texas
$597K +$596K +11,937 +596,850%
CF
187
Centaurus Financial
California
$595K +$6.44K +129 +1%
KAS
188
KPP Advisory Services
Kentucky
$592K +$591K +11,848 New
SWM
189
Spire Wealth Management
Virginia
$580K +$574K +11,506 +12,112%
DAS
190
Dynamic Advisor Solutions
Arizona
$580K +$25K +500 +5%
OC
191
Oppenheimer & Co
New York
$560K +$29.3K +587 +6%
AWM
192
Accurate Wealth Management
Florida
$557K +$5.64K +113 +1%
CWM
193
Cornerstone Wealth Management
Missouri
$554K +$63.7K +1,276 +13%
PFPT
194
Pinnacle Financial Partners (Tennessee)
Tennessee
$538K
LIM
195
Leavell Investment Management
Alabama
$518K
EWM
196
Elmwood Wealth Management
California
$516K
GSWM
197
Golden State Wealth Management
California
$491K +$1.65K +33 +0.3%
NPAN
198
Northeast Planning Associates NH
New Hampshire
$487K -$10.4K -208 -2%
SW
199
SteelPeak Wealth
California
$487K +$486K +9,730 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$485K -$8.9M -178,221 -95%