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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 89834G570

TRUST FOR PROFESSIONAL MANAG

21 institutions · $24.4M total · 1,040,614 shares

#ManagerSharesValue% of TotalPeriod
1Brookwood Investment Group LLC339,110$8.6M32.58%2025-09-30
2ROTHSCHILD INVESTMENT LLC170,838$4.3M16.41%2025-12-31
3DKM Wealth Management, Inc.123,970$3.1M11.91%2025-12-31
4BLUE JEAN FINANCIAL LLC95,423$2.4M9.16%2025-12-31
5WINEBRENNER CAPITAL MANAGEMENT LLC78,130$2.0M7.50%2025-12-31
6Chicago Wealth Management, Inc.29,110$738.1K2.79%2025-12-31
7Private Advisor Group, LLC27,480$696.8K2.64%2025-12-31
8Stenger Family Office, LLC22,186$556.8K2.13%2024-12-31
9Acorn Wealth Advisors, LLC13,913$352.8K1.33%2025-12-31
10Summit Financial, LLC13,568$344.0K1.30%2025-12-31
11D.A. DAVIDSON & CO.11,900$301.7K1.14%2025-12-31
12CITADEL ADVISORS LLC11,627$294.7K1.11%2025-06-30
13JANE STREET GROUP, LLC11,382$288.6K1.09%2025-12-31
14Geneos Wealth Management Inc.4,330$109.8K0.41%2025-12-31
15ADVISOR GROUP HOLDINGS, INC.4,233$107.3K0.40%2025-12-31
16Royal Bank of Canada3,256$83.0K0.31%2025-12-31
17UBS Group AG879$22.4K0.08%2025-09-30
18Cambridge Investment Research Advisors, Inc.64,249$1.6K6.17%2025-12-31
19Thrivent Financial for Lutherans12,186$3101.17%2024-09-30
20CWM, LLC2,844$720.27%2025-12-31
21CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30