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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	12.2MSH	$471.1M
2	B. Riley Wealth Advisors, Inc.	Shares	252.9KSH	$9.7M
3	Spire Wealth Management	Shares	94.3KSH	$3.7M
4	Farther Finance Advisors, LLC	Shares	53.3KSH	$2.1M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	5.7KSH	$220.5K
6	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.6KSH	$62.9K
7	Golden State Wealth Management, LLC	Shares	658SH	$25.5K
8	Signature Resources Capital Management, LLC	Shares	464SH	$18.0K
9	Crews Bank & Trust	Shares	310SH	$12.0K
10	IFP Advisors, Inc	Shares	301SH	$11.7K
11	PARK AVENUE SECURITIES LLC	Shares	164.5KSH	$6.4K

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

12 / 12 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+6.6K	+$42.9M	$471.1M
2	B. Riley Wealth Advisors, Inc. added	Shares	+41.5K	+$2.5M	$9.7M
3	Spire Wealth Management added	Shares	+12.3K	+$763.0K	$3.7M
4	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.6K	+$62.9K	$62.9K
5	Farther Finance Advisors, LLC trimmed	Shares	-3.1K	+$50.6K	$2.1M
6	Golden State Wealth Management, LLC new	Shares	+658	+$25.5K	$25.5K
7	Crews Bank & Trust new	Shares	+310	+$12.0K	$12.0K
8	PARK AVENUE SECURITIES LLC new	Shares	+164.5K	+$6.4K	$6.4K
9	Signature Resources Capital Management, LLC unchanged	Shares	0	+$1.6K	$18.0K
10	IFP Advisors, Inc unchanged	Shares	0	+$1.1K	$11.7K
11	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-1.6K	-$35.0K	$220.5K
12	Capital Asset Managemnet, LLC exited	Shares	-6.4K	-$225.8K	$0

Filing Research | TRUST FOR PROFESSIONAL MANAG Institutional Holdings