We are live on ! Find out more
TBIL

F/m US Treasury 3 Month Bill Fund
TBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$642K -$85.5K -1,713 -12%
WFA
202
WMG Financial Advisors
Tennessee
$641K -$366K -7,330 -36%
DT
203
Diversified Trust
Tennessee
$623K +$270K +5,403 +76%
NW
204
NewEdge Wealth
Pennsylvania
$611K -$999 -20 -0.2%
IWM
205
IHT Wealth Management
Illinois
$608K -$312K -6,250 -34%
AWA
206
A4 Wealth Advisors
North Carolina
$599K +$600K +12,020 New
EWA
207
EverSource Wealth Advisors
Alabama
$582K -$52.9K -1,059 -8%
RFM
208
Royal Fund Management
Florida
$575K +$576K +11,533 New
AWM
209
Accurate Wealth Management
Florida
$567K +$5.09K +102 +0.9%
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$566K -$87.9K -1,761 -13%
KAS
211
KPP Advisory Services
Kentucky
$555K -$30K -600 -5%
DAS
212
Dynamic Advisor Solutions
Arizona
$548K -$130K -2,600 -19%
EMAM
213
Encompass More Asset Management
California
$544K -$135K -2,699 -20%
HW
214
Hamilton Wealth
California
$542K -$419K -8,400 -44%
IP
215
Integras Partners
Georgia
$535K +$300K +6,016 +127%
OWA
216
Opal Wealth Advisors
New York
$535K +$21.4K +429 +4%
OC
217
Oppenheimer & Co
New York
$526K -$175K -3,513 -25%
HH
218
Hilltop Holdings
Texas
$526K +$527K +10,550 New
WI
219
Westbourne Investments
Virginia
$522K +$522K +10,460 New
AWM
220
Apollon Wealth Management
South Carolina
$519K +$519K +10,403 New
LIM
221
Leavell Investment Management
Alabama
$516K – – –
MWM
222
Meridian Wealth Management
Kentucky
$515K -$110K -2,209 -18%
EWM
223
Elmwood Wealth Management
California
$514K – – –
STAS
224
Strong Tower Advisory Services
Minnesota
$503K +$504K +10,095 New
RW
225
Rockport Wealth
Ohio
$500K +$261K +5,235 +109%
7 8
9
10 11