Filing Research | TRUST FOR PROFESSIONAL MANAG Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	FLAGSHIP HARBOR ADVISORS, LLC	Shares	825.4KSH	$28.2M
2	Redhawk Wealth Advisors, Inc.	Shares	382.2KSH	$13.0M
3	Tactive Advisors, LLC	Shares	365.1KSH	$12.5M
4	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	361.2KSH	$12.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	337.6KSH	$11.5M
6	Wealthcare Advisory Partners LLC	Shares	255.9KSH	$8.7M
7	Brookwood Investment Group LLC	Shares	197.5KSH	$6.7M
8	Sowell Financial Services LLC	Shares	154.2KSH	$5.3M
9	Accurate Wealth Management, LLC	Shares	127.4KSH	$4.4M
10	FIFTH THIRD SECURITIES, INC.	Shares	88.8KSH	$3.0M
11	GENESIS PRIVATE WEALTH, LLC	Shares	68.7KSH	$2.3M
12	Guilbault Capital LLC	Shares	52.8KSH	$1.8M
13	Fiscal Wisdom Wealth Management, LLC	Shares	43.4KSH	$1.5M
14	Worth Asset Management, LLC	Shares	36.9KSH	$1.3M
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	34.9KSH	$1.2M
16	Castleview Partners, LLC	Shares	33.8KSH	$1.2M
17	Archford Capital Strategies, LLC	Shares	33.3KSH	$1.1M
18	Wealthcare Capital Partners, LLC	Shares	28.2KSH	$961.3K
19	VIMA LLC	Shares	53.8KSH	$881.4K
20	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	24.9KSH	$850.1K
21	ARQ WEALTH ADVISORS, LLC	Shares	21.2KSH	$723.7K
22	FLC Capital Advisors	Shares	18.4KSH	$628.7K
23	Runnymede Capital Advisors, Inc.	Shares	17.6KSH	$600.9K
24	ACT WEALTH MANAGEMENT, LLC	Shares	17.2KSH	$585.4K
25	Apollon Wealth Management, LLC	Shares	17.1KSH	$583.9K
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.0KSH	$510.7K
27	XY Planning Network, Inc.	Shares	14.9KSH	$507.1K
28	IFP Advisors, Inc	Shares	11.0KSH	$377.0K
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.0KSH	$340.9K
30	BENJAMIN EDWARDS INC	Shares	9.2KSH	$314.5K
31	Fortitude Advisory Group L.L.C.	Shares	6.8KSH	$232.3K
32	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	6.5KSH	$220.7K
33	PARTNERS WEALTH MANAGEMENT, LLC	Shares	5.9KSH	$202.8K
34	PARK AVENUE SECURITIES LLC	Shares	416.6KSH	$14.2K
35	Farther Finance Advisors, LLC	Shares	287SH	$9.8K

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	Redhawk Wealth Advisors, Inc. added	Shares	+336.5K	+$11.8M	$13.0M
2	Wealthcare Advisory Partners LLC new	Shares	+255.9K	+$8.7M	$8.7M
3	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+62.6K	+$6.7M	$28.2M
4	Tactive Advisors, LLC added	Shares	+108.0K	+$5.2M	$12.5M
5	COTTONWOOD CAPITAL ADVISORS, LLC added	Shares	+14.5K	+$2.6M	$12.3M
6	Brookwood Investment Group LLC added	Shares	+39.0K	+$2.3M	$6.7M
7	Guilbault Capital LLC added	Shares	+35.5K	+$1.3M	$1.8M
8	Worth Asset Management, LLC new	Shares	+36.9K	+$1.3M	$1.3M
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+34.9K	+$1.2M	$1.2M
10	Castleview Partners, LLC new	Shares	+33.8K	+$1.2M	$1.2M
11	Wealthcare Capital Partners, LLC new	Shares	+28.2K	+$961.3K	$961.3K
12	GENESIS PRIVATE WEALTH, LLC added	Shares	+16.8K	+$885.3K	$2.3M
13	ARQ WEALTH ADVISORS, LLC new	Shares	+21.2K	+$723.7K	$723.7K
14	FIFTH THIRD SECURITIES, INC. added	Shares	+6.7K	+$721.0K	$3.0M
15	FLC Capital Advisors new	Shares	+18.4K	+$628.7K	$628.7K
16	Runnymede Capital Advisors, Inc. new	Shares	+17.6K	+$600.9K	$600.9K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-45.9K	+$530.6K	$11.5M
18	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+15.0K	+$510.7K	$510.7K
19	XY Planning Network, Inc. new	Shares	+14.9K	+$507.1K	$507.1K
20	Fiscal Wisdom Wealth Management, LLC added	Shares	+5.4K	+$412.2K	$1.5M
21	IFP Advisors, Inc added	Shares	+10.5K	+$362.3K	$377.0K
22	Accurate Wealth Management, LLC trimmed	Shares	-5.8K	+$351.7K	$4.4M
23	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+10.0K	+$340.9K	$340.9K
24	BENJAMIN EDWARDS INC new	Shares	+9.2K	+$314.5K	$314.5K
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+4.5K	+$276.0K	$850.1K
26	Fortitude Advisory Group L.L.C. new	Shares	+6.8K	+$232.3K	$232.3K
27	WEALTHCARE CAPITAL MANAGEMENT LLC new	Shares	+6.5K	+$220.7K	$220.7K
28	PARTNERS WEALTH MANAGEMENT, LLC new	Shares	+5.9K	+$202.8K	$202.8K
29	Archford Capital Strategies, LLC unchanged	Shares	0	+$199.5K	$1.1M
30	ACT WEALTH MANAGEMENT, LLC added	Shares	+2.3K	+$167.2K	$585.4K
31	Apollon Wealth Management, LLC trimmed	Shares	-29	+$101.7K	$583.9K
32	Farther Finance Advisors, LLC new	Shares	+287	+$9.8K	$9.8K
33	PARK AVENUE SECURITIES LLC added	Shares	+250.6K	+$9.6K	$14.2K
34	SeaCrest Wealth Management, LLC exited	Shares	-8.3K	-$233.8K	$0
35	Sowell Financial Services LLC trimmed	Shares	-76.5K	-$1.2M	$5.3M