Ticker: TPLC CUSIP: 887432359 Class: US LRGMD CP CORE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 616,000 | $27,997 |
| BOS Asset Management, LLC | 22,838 | $1,038 |
| LifeWealth Investments, LLC | 9,223 | $419 |
| HFG Wealth Management, LLC | 4,997 | $227 |
| WINNOW WEALTH LLC | 2,779 | $128 |
| Forge Financial Services LLC | 4,481 | $204 |
| Black Diamond Financial, LLC | 7,800 | $355 |
| Sunbelt Securities, Inc. | 11,317 | $514 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7,036 | $320 |
| BENJAMIN EDWARDS INC | 35,499 | $1,613 |
| Regal Investment Advisors LLC | 7,315 | $332 |
| Independent Advisor Alliance | 5,072 | $231 |
| Arkos Global Advisors | 4,640 | $0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,126 | $240 |
| SRS Capital Advisors, Inc. | 917 | $42 |
| Steward Partners Investment Advisory, LLC | 215 | $10 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Christian Investment Advisors, Inc. | 498,526 | 527,374 | +28,848 (+5.8%) |
| Bare Financial Services, Inc | 199,419 | 204,934 | +5,515 (+2.8%) |
| Turning Point Benefit Group, Inc. | 32,895 | 46,248 | +13,353 (+40.6%) |
| Sound Financial Strategies Group, LLC | 59,809 | 62,204 | +2,395 (+4.0%) |
| First Heartland Consultants, Inc. | 49,638 | 70,817 | +21,179 (+42.7%) |
| Sound Stewardship, LLC | 14,234 | 17,189 | +2,955 (+20.8%) |
| Values First Advisors, Inc. | 10,331 | 12,397 | +2,066 (+20.0%) |
| TrueWealth Advisors, LLC | 36,959 | 39,858 | +2,899 (+7.8%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 46,150 | 56,341 | +10,191 (+22.1%) |
| O'Connor Financial Group LLC | 37,541 | 38,252 | +711 (+1.9%) |
| SILVER OAK SECURITIES, INCORPORATED | 79,219 | 85,333 | +6,114 (+7.7%) |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 9,639 | 11,205 | +1,566 (+16.2%) |
| J.W. COLE ADVISORS, INC. | 73,070 | 80,925 | +7,855 (+10.7%) |
| Financial Advisory Corp | 22,425 | 23,885 | +1,460 (+6.5%) |
| VanderPol Investments L.L.C. | 6,497 | 6,583 | +86 (+1.3%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35,547 | 48,744 | +13,197 (+37.1%) |
| Geneos Wealth Management Inc. | 182,417 | 184,292 | +1,875 (+1.0%) |
| LPL Financial LLC | 297,060 | 334,046 | +36,986 (+12.5%) |
| Cetera Investment Advisers | 49,863 | 59,901 | +10,038 (+20.1%) |
| VICUS CAPITAL | 24,850 | 25,684 | +834 (+3.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WIN ADVISORS, INC | 33,438 | 16,706 | -16,732 (-50.0%) |
| OneAscent Wealth Management LLC | 18,821 | 7,031 | -11,790 (-62.6%) |
| Faithward Advisors, LLC | 189,069 | 185,344 | -3,725 (-2.0%) |
| 49 WEALTH MANAGEMENT, LLC | 31,947 | 6,877 | -25,070 (-78.5%) |
| Plan A Wealth LLC | 9,430 | 6,786 | -2,644 (-28.0%) |
| OneAscent Financial Services LLC | 31,945 | 22,258 | -9,687 (-30.3%) |
| EverSource Wealth Advisors, LLC | 73,157 | 59,969 | -13,188 (-18.0%) |
| Strategic Blueprint, LLC | 8,601 | 5,454 | -3,147 (-36.6%) |
| AMERIPRISE FINANCIAL INC | 118,508 | 69,833 | -48,675 (-41.1%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,685 | 23,897 | -18,788 (-44.0%) |
| RAYMOND JAMES FINANCIAL INC | 47,600 | 33,693 | -13,907 (-29.2%) |
| Kestra Advisory Services, LLC | 26,016 | 20,171 | -5,845 (-22.5%) |
| CoreCap Advisors, LLC | 13,373 | 12,046 | -1,327 (-9.9%) |
| 3EDGE Asset Management, LP | 6,293 | 5,646 | -647 (-10.3%) |
| Harvest Investment Services, LLC | 7,019 | 6,789 | -230 (-3.3%) |
| Bank of New Hampshire | 1,460 | 1,260 | -200 (-13.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 14,554 | 14,327 | -227 (-1.6%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,493 | 7,369 | -124 (-1.7%) |
| PNC Financial Services Group, Inc. | 5,162 | 5,078 | -84 (-1.6%) |
| FMR LLC | 404 | 367 | -37 (-9.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Optivise Advisory Services LLC | 6,975 | $323 |
| HHM Wealth Advisors, LLC | 5,072 | $235 |
| Inspire Advisors, LLC | 4,496 | $208 |
| Arete Wealth Advisors, LLC | 10,187 | $0 |
| Ameritas Advisory Services, LLC | 255 | $12 |
| PRINCIPAL SECURITIES, INC. | 77 | $4 |