CUSIP 89834G778
TRUST FOR PROFESSIONAL MANAG
31 institutions · $47.7M total · 2,391,475 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Morton Capital Management LLC/CA | 1,481,936 | $30.6M | 61.96% | 2024-12-31 |
| 2 | VERUS CAPITAL PARTNERS, LLC | 187,779 | $3.6M | 7.85% | 2025-12-31 |
| 3 | Prepared Retirement Institute LLC | 120,847 | $2.3M | 5.05% | 2025-12-31 |
| 4 | New England Private Wealth Advisors LLC | 107,005 | $2.2M | 4.47% | 2023-03-31 |
| 5 | Balance Wealth, LLC | 83,861 | $1.6M | 3.50% | 2025-12-31 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,526 | $1.4M | 3.15% | 2025-12-31 |
| 7 | Crossingbridge Advisors, LLC | 49,416 | $1.1M | 2.06% | 2025-06-30 |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 44,855 | $852.0K | 1.87% | 2025-12-31 |
| 9 | NewEdge Advisors, LLC | 24,377 | $525.1K | 1.01% | 2024-09-30 |
| 10 | Rain Capital Management, LLC | 23,543 | $495.3K | 0.98% | 2023-06-30 |
| 11 | Westmount Partners, LLC | 24,925 | $473.7K | 1.04% | 2025-12-31 |
| 12 | Cohanzick Management, LLC | 21,384 | $443.9K | 0.89% | 2023-06-30 |
| 13 | UBS Group AG | 15,869 | $344.0K | 0.66% | 2025-09-30 |
| 14 | Compass Ion Advisors, LLC | 18,069 | $343.4K | 0.75% | 2025-12-31 |
| 15 | US BANCORP \DE\ | 13,111 | $270.9K | 0.54% | 2024-12-31 |
| 16 | EP Wealth Advisors, LLC | 11,100 | $240.3K | 0.46% | 2024-06-30 |
| 17 | Lehman & Derafelo Financial Resources LLC | 11,100 | $229.5K | 0.46% | 2023-03-31 |
| 18 | Ellsworth Advisors, LLC | 10,239 | $223.0K | 0.42% | 2025-09-30 |
| 19 | FAS Wealth Partners | 10,771 | $204.7K | 0.45% | 2025-12-31 |
| 20 | Royal Bank of Canada | 5,090 | $107.0K | 0.21% | 2023-06-30 |
| 21 | BANK OF AMERICA CORP /DE/ | 4,055 | $87.9K | 0.16% | 2025-12-31 |
| 22 | MORGAN STANLEY | 1,300 | $24.7K | 0.05% | 2025-12-31 |
| 23 | MONEY CONCEPTS CAPITAL CORP | 646 | $13.4K | 0.02% | 2023-03-31 |
| 24 | SIGNATUREFD, LLC | 198 | $4.3K | 0.00% | 2023-12-31 |
| 25 | AE Wealth Management LLC | 177 | $3.8K | 0.00% | 2025-06-30 |
| 26 | Westbourne Investment Advisors, Inc. | 29,839 | $2.5K | 1.24% | 2025-12-31 |
| 27 | JPMORGAN CHASE & CO | 100 | $1.9K | 0.00% | 2025-12-31 |
| 28 | ADVISOR GROUP HOLDINGS, INC. | 63 | $1.2K | 0.00% | 2025-12-31 |
| 29 | Tower Research Capital LLC (TRC) | 44 | $942 | 0.00% | 2024-03-31 |
| 30 | Thrivent Financial for Lutherans | 14,250 | $298 | 0.59% | 2023-03-31 |
| 31 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |