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TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$241K +$242K +4,841 New
PI
202
PFG Investments
New York
$240K -$115K -2,297 -32%
WIM
203
Westside Investment Management
California
$239K +$32.5K +650 +16%
BCI
204
Brinker Capital Investments
Pennsylvania
$237K +$237K +4,756 New
OPS
205
Orion Portfolio Solutions
Nebraska
$237K +$237K +4,756 New
GCA
206
Genesee Capital Advisors
New York
$227K -$446K -8,939 -66%
CWM
207
Cornerstone Wealth Management
Missouri
$225K +$226K +4,521 New
OC
208
Oppenheimer & Co
New York
$219K +$219K +4,383 New
WWM
209
WT Wealth Management
Arizona
$214K +$215K +4,300 New
BCM
210
Brookstone Capital Management
Illinois
$214K -$1.16M -23,191 -84%
LA
211
Lindenwold Advisors
Pennsylvania
$207K
ZIM
212
Zacks Investment Management
Illinois
$207K -$109K -2,174 -34%
Cerity Partners
213
Cerity Partners
New York
$201K -$2.05K -41 -1%
EWA
214
EverSource Wealth Advisors
Alabama
$176K +$23.5K +470 +15%
Wells Fargo
215
Wells Fargo
California
$156K -$24.2K -485 -13%
SAM
216
Synergy Asset Management
Washington
$136K +$135K +2,708 New
DAM
217
Delta Asset Management
Tennessee
$98.2K +$98.4K +1,970 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$95K
Osaic Holdings
219
Osaic Holdings
Arizona
$85.8K +$78.4K +1,570 +1,040%
PA
220
PSI Advisors
Florida
$78.3K +$1.85K +37 +2%
Bank of America
221
Bank of America
North Carolina
$71.8K -$94.9K -1,900 -57%
AWM
222
AE Wealth Management
Kansas
$62.8K +$62.9K +1,259 New
AWM
223
Avior Wealth Management
Nebraska
$55.5K +$649 +13 +1%
GWM
224
Geneos Wealth Management
Colorado
$54.9K +$55K +1,102 New
CFD
225
Creative Financial Designs
Indiana
$53.6K -$19.8K -396 -27%