We are live on ! Find out more
TBIL

F/m US Treasury 3 Month Bill Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$439M +$37.5M +751,672 +9%
Morgan Stanley
2
Morgan Stanley
New York
$244M +$40.8M +817,795 +20%
OA
3
Oxbow Advisors
Texas
$111M +$34.5M +690,652 +45%
Renaissance Technologies
4
Renaissance Technologies
New York
$91.9M +$8.51M +170,500 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$79.2M +$79.3M +1,587,932 New
Stifel Financial
6
Stifel Financial
Missouri
$71.7M +$5.1M +102,130 +8%
IAA
7
Independent Advisor Alliance
North Carolina
$66.1M +$66.2M +1,325,522 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$16.7M +333,970 +48%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$47.3M -$2.91M -58,257 -6%
FMI
10
F/M Investments
District of Columbia
$45.5M +$42.5M +851,832 +1,413%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$44.2M +$12.7M +255,237 +40%
PAG
12
Private Advisor Group
New Jersey
$32.9M +$6.33M +126,776 +24%
MML Investors Services
13
MML Investors Services
Massachusetts
$31.3M +$3.21M +64,384 +11%
OWP
14
Obermeyer Wealth Partners
Colorado
$31.3M +$21.6M +432,315 +221%
Lido Advisors
15
Lido Advisors
California
$31.1M +$13.2M +264,995 +74%
RWP
16
Revolve Wealth Partners
New Jersey
$25M +$1.08M +21,559 +4%
UBS Group
17
UBS Group
Switzerland
$23M +$2.65M +53,158 +13%
CTC
18
Central Trust Company
Missouri
$21.9M +$2.76M +55,192 +14%
FOR
19
Family Office Research
Maryland
$21.5M +$21.5M +431,150 New
VWM
20
VanWeelden Wealth Management
Ohio
$21.4M +$21.4M +429,435 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$20.6M -$5.02M -100,607 -20%
IWC
22
Integrated Wealth Concepts
Massachusetts
$20.3M +$7.69M +154,041 +61%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$20.1M +$2.21M +44,238 +12%
ACM
24
Alpha Capital Management
Texas
$17.9M -$3.4M -68,176 -16%
KAS
25
Kestra Advisory Services
Texas
$17.5M +$9.69M +194,165 +124%