Filing Research | TRUST FOR PROFESSIONAL MANAG Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	15.5MSH	$455.2M
2	Spire Wealth Management	Shares	204.0KSH	$6.0M
3	B. Riley Wealth Advisors, Inc.	Shares	199.4KSH	$5.9M
4	Farther Finance Advisors, LLC	Shares	69.0KSH	$2.0M
5	Capital Asset Managemnet, LLC	Shares	19.4KSH	$572.3K
6	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.2KSH	$93.3K
7	IFP Advisors, Inc	Shares	1.5KSH	$42.8K
8	Golden State Wealth Management, LLC	Shares	818SH	$24.1K
9	Signature Resources Capital Management, LLC	Shares	224SH	$6.6K
10	PARK AVENUE SECURITIES LLC	Shares	94.6KSH	$2.8K

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

10 / 10 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+154.0K	+$4.2M	$455.2M
2	B. Riley Wealth Advisors, Inc. added	Shares	+45.2K	+$1.4M	$5.9M
3	Spire Wealth Management added	Shares	+29.7K	+$869.5K	$6.0M
4	Capital Asset Managemnet, LLC added	Shares	+4.8K	+$140.0K	$572.3K
5	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+3.2K	+$93.3K	$93.3K
6	Golden State Wealth Management, LLC new	Shares	+818	+$24.1K	$24.1K
7	IFP Advisors, Inc added	Shares	+104	+$3.0K	$42.8K
8	PARK AVENUE SECURITIES LLC added	Shares	+13.4K	+$394	$2.8K
9	Signature Resources Capital Management, LLC unchanged	Shares	0	-$5	$6.6K
10	Farther Finance Advisors, LLC trimmed	Shares	-4.0K	-$112.1K	$2.0M

Filing Research | TRUST FOR PROFESSIONAL MANAG Institutional Holdings