CUSIP 89832P267
TRUST FOR ADVISED PORTFOLIOS
10 institutions · $2.0M total · 65,270 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Royal Bank of Canada | 17,590 | $588.0K | 26.94% | 2023-12-31 |
| 2 | JANE STREET GROUP, LLC | 8,499 | $290.6K | 13.02% | 2023-09-30 |
| 3 | Arkadios Wealth Advisors | 5,993 | $280.2K | 9.18% | 2025-12-31 |
| 4 | Resource Planning Group | 8,151 | $268.7K | 12.48% | 2023-06-30 |
| 5 | Simplicity Solutions, LLC | 7,547 | $258.0K | 11.56% | 2023-09-30 |
| 6 | Bleakley Financial Group, LLC | 7,547 | $258.0K | 11.56% | 2023-09-30 |
| 7 | Fiduciary Alliance LLC | 374 | $12.8K | 0.57% | 2023-09-30 |
| 8 | UBS Group AG | 134 | $4.6K | 0.20% | 2023-09-30 |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 9,435 | $308 | 14.45% | 2023-03-31 |
| 10 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2023-12-31 |