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
Morgan Stanley
1
Morgan Stanley
New York
$552M +$62.3M +1,247,177 +13%
LPL Financial
2
LPL Financial
California
$540M +$50.5M +1,011,336 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$178M +$59.2M +1,185,938 +50%
Wells Fargo
4
Wells Fargo
California
$156M +$62.3M +1,248,473 +67%
Stifel Financial
5
Stifel Financial
Missouri
$119M +$15.7M +314,743 +15%
HighTower Advisors
6
HighTower Advisors
Illinois
$89.2M +$86.2M +1,727,408 +2,797%
OWP
7
Obermeyer Wealth Partners
Colorado
$69.7M +$3.46M +69,316 +5%
IAA
8
Independent Advisor Alliance
North Carolina
$60.3M +$57.9M +1,158,816 +2,264%
PAG
9
Private Advisor Group
New Jersey
$51.8M +$11.8M +236,385 +29%
BEI
10
Benjamin Edwards Inc
Missouri
$51.5M -$503K -10,065 -1%
FMI
11
F/M Investments
District of Columbia
$45.4M +$5.43M +108,714 +14%
SWP
12
Stratos Wealth Partners
Ohio
$44.8M +$38.6M +774,049 +627%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$42.4M -$50.2M -1,005,767 -54%
JSW
14
Journey Strategic Wealth
New Jersey
$41.5M -$11.7M -233,813 -22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39.2M -$3.49M -69,860 -8%
EH
16
Equitable Holdings
New York
$38.8M +$28M +561,771 +260%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38M -$7.62M -152,703 -17%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$34.8M -$799K -16,000 -2%
UBS Group
19
UBS Group
Switzerland
$34.3M +$461K +9,230 +1%
IWC
20
Integrated Wealth Concepts
Massachusetts
$30.9M +$22M +441,322 +248%
MML Investors Services
21
MML Investors Services
Massachusetts
$30.9M -$31.7M -635,054 -51%
SPIA
22
Steward Partners Investment Advisory
New York
$27.9M +$11.2M +224,969 +67%
SAI
23
Savvy Advisors Inc
New York
$23.6M +$23.2M +464,092 +5,355%
CICI
24
Capital Investment Counsel Inc
North Carolina
$22.9M +$9.86M +197,394 +76%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22.2M +$1.73M +34,639 +8%