CUSIP 89834G562
TRUST FOR PROFESSIONAL MANAG
32 institutions · $74.2M total · 3,225,834 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Legacy Advisors, LLC | 1,670,000 | $42.5M | 51.76% | 2025-03-31 |
| 2 | JENSEN INVESTMENT MANAGEMENT INC | 517,847 | $14.0M | 16.05% | 2025-12-31 |
| 3 | Bill Few Associates, Inc. | 157,541 | $4.3M | 4.88% | 2025-12-31 |
| 4 | DMKC Advisory Services, LLC | 119,204 | $3.2M | 3.69% | 2025-12-31 |
| 5 | Wall Street Access Asset Management, LLC | 75,043 | $2.0M | 2.32% | 2025-09-30 |
| 6 | Hamilton Point Investment Advisors, LLC | 52,518 | $1.4M | 1.62% | 2025-12-31 |
| 7 | HighTower Advisors, LLC | 44,764 | $1.2M | 1.38% | 2025-12-31 |
| 8 | Snowden Capital Advisors LLC | 28,058 | $759.4K | 0.86% | 2025-12-31 |
| 9 | OneAscent Financial Services LLC | 24,818 | $671.7K | 0.76% | 2025-12-31 |
| 10 | CITADEL ADVISORS LLC | 17,192 | $438.0K | 0.53% | 2025-03-31 |
| 11 | Clearstead Trust, LLC | 15,913 | $430.7K | 0.49% | 2025-12-31 |
| 12 | CAPTRUST FINANCIAL ADVISORS | 15,112 | $409.0K | 0.46% | 2025-12-31 |
| 13 | Essex Financial Services, Inc. | 14,122 | $382.2K | 0.43% | 2025-12-31 |
| 14 | OLD MISSION CAPITAL LLC | 14,077 | $364.7K | 0.43% | 2024-12-31 |
| 15 | Blake Schutter Theil Wealth Advisors, LLC | 12,824 | $349.9K | 0.39% | 2025-09-30 |
| 16 | JANE STREET GROUP, LLC | 12,498 | $338.3K | 0.38% | 2025-12-31 |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,400 | $310.7K | 0.35% | 2025-12-31 |
| 18 | United Advisor Group, LLC | 9,835 | $268.4K | 0.30% | 2025-09-30 |
| 19 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 9,625 | $255.5K | 0.29% | 2024-12-31 |
| 20 | Capital Investment Advisory Services, LLC | 8,349 | $225.9K | 0.25% | 2025-12-31 |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,662 | $207.4K | 0.23% | 2025-12-31 |
| 22 | Lodestone Wealth Management LLC | 843 | $22.8K | 0.02% | 2025-12-31 |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 502 | $13.6K | 0.01% | 2025-12-31 |
| 24 | ENTRUST FINANCIAL LLC | 502 | $13.6K | 0.01% | 2025-12-31 |
| 25 | SOL Capital Management CO | 384,506 | $10.4K | 11.91% | 2025-12-31 |
| 26 | Accredited Wealth Management, LLC | 75 | $5.5K | 0.00% | 2025-09-30 |
| 27 | MCF Advisors LLC | 200 | $5.4K | 0.00% | 2025-12-31 |
| 28 | BANK OF AMERICA CORP /DE/ | 196 | $5.3K | 0.00% | 2025-12-31 |
| 29 | UBS Group AG | 71 | $1.8K | 0.00% | 2024-12-31 |
| 30 | DHJJ Financial Advisors, Ltd. | 55 | $1.5K | 0.00% | 2025-12-31 |
| 31 | Capital Advisors, Ltd. LLC | 482 | $13 | 0.01% | 2025-12-31 |
| 32 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |