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
$496M +$55.4M +1,109,446 +13%
Morgan Stanley
2
Morgan Stanley
New York
$338M +$92.2M +1,847,177 +38%
OA
3
Oxbow Advisors
Texas
$129M +$17.1M +342,602 +15%
Renaissance Technologies
4
Renaissance Technologies
New York
$115M +$22.5M +451,500 +25%
Raymond James Financial
5
Raymond James Financial
Florida
$102M +$22.4M +448,645 +28%
Stifel Financial
6
Stifel Financial
Missouri
$88.3M +$16.4M +327,599 +23%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$54.1M +$2.64M +52,949 +5%
MSAM
8
Moloney Securities Asset Management
Missouri
$49M +$33.9M +678,520 +225%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$47.8M +$3.47M +69,397 +8%
OWP
10
Obermeyer Wealth Partners
Colorado
$46.5M +$15.1M +301,713 +48%
MML Investors Services
11
MML Investors Services
Massachusetts
$42.5M +$11.1M +222,343 +35%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.3M -$5.14M -103,011 -11%
FMI
13
F/M Investments
District of Columbia
$39M -$6.55M -131,253 -14%
BEI
14
Benjamin Edwards Inc
Missouri
$34.9M +$20.3M +406,333 +139%
PAG
15
Private Advisor Group
New Jersey
$32.3M -$698K -13,971 -2%
UBS Group
16
UBS Group
Switzerland
$26.7M +$3.61M +72,315 +16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$25.6M +$5.42M +108,486 +27%
RWP
18
Revolve Wealth Partners
New Jersey
$24.3M -$790K -15,823 -3%
CTC
19
Central Trust Company
Missouri
$23.9M +$1.94M +38,830 +9%
SWP
20
Stratos Wealth Partners
Ohio
$22.8M +$15M +300,753 +195%
IWC
21
Integrated Wealth Concepts
Massachusetts
$22.5M +$2.13M +42,621 +10%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$19.9M -$783K -15,687 -4%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$19.5M +$6.44M +129,048 +50%
SPIA
24
Steward Partners Investment Advisory
New York
$19.2M +$9.6M +192,167 +101%
FOR
25
Family Office Research
Maryland
$19M -$2.54M -50,833 -12%