Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 89834G745

TRUST FOR PROFESSIONAL MANAG

33 institutions · $226.9M total · 9,088,345 shares

#ManagerSharesValue% of TotalPeriod
1ENVESTNET ASSET MANAGEMENT INC4,340,842$108.9M47.76%2025-12-31
2Envestnet Portfolio Solutions, Inc.3,273,539$82.1M36.01%2025-12-31
3LPL Financial LLC437,552$11.0M4.81%2025-12-31
4PRINCIPAL SECURITIES, INC.390,984$9.8M4.30%2025-12-31
5MML INVESTORS SERVICES, LLC127,739$3.2M1.40%2025-12-31
6WILEY BROS.-AINTREE CAPITAL, LLC102,725$2.6M1.13%2025-12-31
7B. Riley Wealth Advisors, Inc.94,238$2.4M1.03%2025-12-31
8Cetera Investment Advisers54,399$1.4M0.59%2025-12-31
9PRINCIPAL FINANCIAL GROUP INC42,438$1.1M0.46%2025-12-31
10Atria Wealth Solutions, Inc.27,916$692.0K0.30%2025-06-30
11JANE STREET GROUP, LLC19,334$485.1K0.21%2025-12-31
12OLD MISSION CAPITAL LLC17,322$427.1K0.19%2024-12-31
13SUSQUEHANNA INTERNATIONAL GROUP, LLP14,513$364.1K0.15%2025-12-31
14COMMONWEALTH EQUITY SERVICES, LLC14,068$353.0K0.15%2025-12-31
15Allworth Financial LP13,081$328.9K0.14%2025-12-31
16GOLDMAN SACHS GROUP INC11,942$299.6K0.13%2025-12-31
17Financial Sense Advisors, Inc.11,284$283.1K0.12%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.10,360$260.0K0.11%2025-12-31
19Modern Wealth Management, LLC9,281$233.3K0.10%2025-09-30
20Lion Street Advisors, LLC8,984$222.7K0.09%2025-06-30
21LINCOLN NATIONAL CORP7,670$190.5K0.08%2024-03-31
22Spire Wealth Management6,711$168.4K0.07%2025-12-31
23Silicon Valley Capital Partners2,447$60.3K0.02%2024-12-31
24Sound Income Strategies, LLC1,993$50.3K0.02%2025-12-31
25Royal Bank of Canada1,169$29.0K0.01%2025-12-31
26Capital Investment Advisory Services, LLC1,016$25.5K0.01%2025-09-30
27Investors Research Corp312$7.7K0.00%2024-06-30
28UBS Group AG58$1.5K0.00%2025-12-31
29PARK AVENUE SECURITIES LLC32,499$8170.35%2025-09-30
30FLOW TRADERS U.S. LLC11,927$2940.13%2024-12-31
31MORGAN STANLEY1$250.00%2025-12-31
32IFP Advisors, Inc1$180.00%2025-12-31
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30