Who owns TRUST FOR PROFESSIONAL MANAG?

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Analyze quarterly positions in Trust For Professional Man with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Trust For Professional Man stock

Who bought or sold TRUST FOR PROFESSIONAL MANAG this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Envestnet Portfolio Solutions 16M $455M 1% Jun 2026
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Envestnet Asset Management 14M $421M 5% Jun 2026
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LPL Financial 1.3M $36M 3% Sep 2026
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Principal Securities 725k $21M 10% Jun 2026
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Mml Investors Services 488k $14M 16% Jun 2026
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Cetera Investment Advisers 316k $9.3M 51% Jun 2026
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National Asset Management 256k $7.2M 28% Sep 2026
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Spire Wealth Management 223k $6.3M 9% Sep 2026
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Wiley Bros.-aintree Capital 214k $6.3M 5% Jun 2026
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Advisor Group Holdings 212k $6.3M 3% Jun 2026
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Resolute Wealth Advisor 152k $4.5M 0% Jun 2026
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Park Avenue Securities 100k $2.8M 5% Sep 2026
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Wedbush Morgan Securities 86k $2.4M 12% Sep 2026
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Pensionmark Financial Group 86k $2.5M 0% Jun 2026
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Farther Finance Advisors 66k $1.9M -5% Sep 2026
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Citadel Advisors 64k $1.9M 36% Jun 2026
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Susquehanna International 47k $1.4M 178% Jun 2026
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BFC Planning 35k $1.0M 83% Jun 2026
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Jane Street 23k $666k -48% Jun 2026
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Berthel, Fisher & Company Financial Services 22k $658k 25% Jun 2026
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Puplava Financial Services 22k $647k 2% Jun 2026
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Cambridge Investment Research Advisors 21k $600k 32% Sep 2026
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Mariner Wealth Advisors 21k $624k -8% Jun 2026
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Capital Asset Managemnet 20k $552k 1% Sep 2026
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Diversify Advisory Services 13k $378k 1% Sep 2026
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Diversify Wealth Management 13k $378k 1% Sep 2026
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Kestra Advisory Services 13k $357k 100% Sep 2026
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Pnc Financial Services 12k $339k 285% Sep 2026
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Financial Services Advisory 11k $307k 10% Sep 2026
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Commonwealth Equity Services 10k $291k 1% Sep 2026
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Pathstone Holdings 10k $298k 16% Jun 2026
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Goss Wealth Management 9.3k $273k 0% Jun 2026
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Founders Financial Alliance 8.6k $243k 0% Sep 2026
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Pioneer Family Office 3.9k $111k 0% Sep 2026
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Pinnacle Bank 3.9k $110k 0% Sep 2026
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IFP Advisors 1.5k $41k 0% Sep 2026
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Trust Co Of Vermont 485.00 $14k 100% Sep 2026
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Signature Equity Partners 457.00 $13k 297% Sep 2026
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Action Point Financial Planning 238.00 $7.0k 100% Jun 2026
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Retirement Wealth Solutions 42.00 $1.2k 100% Sep 2026
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Who sold out of Trust For Professional Man?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Mar 2026 9.5k $281k
Harbor Investment Advisory Jun 2026 3.2k $93k
MAI Wealth Advisors Mar 2026 1.3k $38k
Golden State Wealth Management Jun 2026 818.00 $24k
Signature Resources Capital Management Jun 2026 224.00 $6.6k
UBS Group Mar 2026 54.00 $1.6k