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TBIL

F/m US Treasury 3 Month Bill Fund
TBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
201
Diversified Trust
Tennessee
$623K – – –
WFA
202
WMG Financial Advisors
Tennessee
$616K -$25K -500 -4%
WSC
203
Wellington Shields & Co
New York
$603K +$342K +6,850 +130%
BWM
204
Briggs Wealth Management
Connecticut
$603K -$49.9K -1,000 -8%
WI
205
Westbourne Investments
Virginia
$599K +$77.4K +1,550 +15%
NW
206
NewEdge Wealth
Pennsylvania
$598K -$13K -260 -2%
VBFP
207
Valtinson Bruner Financial Planning
Minnesota
$594K -$47.5K -952 -7%
PA
208
Prairie Advisory
Kansas
$589K +$589K +11,804 New
HW
209
Hamilton Wealth
California
$579K +$37.7K +755 +7%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$573K +$574K +11,498 New
AWM
211
Accurate Wealth Management
Florida
$572K +$5.04K +101 +0.9%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$566K – – –
FA
213
Fiduciary Alliance
South Carolina
$555K -$5.08M -101,850 -90%
DAS
214
Dynamic Advisor Solutions
Arizona
$548K – – –
STAS
215
Strong Tower Advisory Services
Minnesota
$548K +$44.9K +900 +9%
WIM
216
Westside Investment Management
California
$538K +$49.9K +1,000 +10%
LIM
217
Leavell Investment Management
Alabama
$516K – – –
EWM
218
Elmwood Wealth Management
California
$514K – – –
IA
219
IFC Advisors
California
$502K +$503K +10,069 New
OWA
220
Outlook Wealth Advisors
Texas
$502K +$2.25K +45 +0.4%
YWM
221
Yukon Wealth Management
Kansas
$500K +$500K +10,021 New
BRWA
222
B. Riley Wealth Advisors
Florida
$499K +$499K +10,000 New
EMAM
223
Encompass More Asset Management
California
$496K -$48.1K -964 -9%
GSWM
224
Golden State Wealth Management
California
$480K -$4.09K -82 -0.8%
HW
225
HORAN Wealth
Ohio
$479K +$479K +9,601 New
7 8
9
10 11