TRUST FOR PROFESSIONAL MANAG

Ticker: APIE CUSIP: 89834G737 Class: ACTIVEPASSIVE EQ

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (5)

FLAGSTAR ADVISORS INC
Value ($000) $220 Shares 6,203
DIVERSIFY WEALTH MANAGEMENT, LLC
Value ($000) $201 Shares 5,440
NewEdge Advisors, LLC
Value ($000) $570 Shares 16,060
Smartleaf Asset Management LLC
Value ($000) $37 Shares 1,041
Signature Resources Capital Management, LLC
Value ($000) $3 Shares 93

Increased Positions (15)

B. Riley Wealth Advisors, Inc.
Value ($000) $7,914 (+12.3%) Shares 222,873 (+12.3%)
PRINCIPAL SECURITIES, INC.
Value ($000) $23,710 (+9.7%) Shares 667,694 (+9.6%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $412,599 (+11.1%) Shares 11,619,221 (+11.1%)
&PARTNERS
Value ($000) $7,672 (+73.4%) Shares 215,354 (+74.7%)
World Investment Advisors
Value ($000) $1,631 (+70.1%) Shares 45,927 (+70.0%)
MML INVESTORS SERVICES, LLC
Value ($000) $14,832 (+18.3%) Shares 417,682 (+18.3%)
Spire Wealth Management
Value ($000) $3,157 (+8.6%) Shares 88,912 (+8.5%)
Cetera Investment Advisers
Value ($000) $5,317 (+25.7%) Shares 149,730 (+25.6%)
Financial Sense Advisors, Inc.
Value ($000) $668 (+3.9%) Shares 18,798 (+3.9%)
CITADEL ADVISORS LLC
Value ($000) $891 (+92.1%) Shares 25,099 (+92.0%)
Kestra Advisory Services, LLC
Value ($000) $311 (+45.2%) Shares 8,765 (+45.1%)
Sigma Planning Corp
Value ($000) $360 (+8.2%) Shares 10,137 (+8.2%)
ORG Partners LLC
Value ($000) $2 (+9.9%) Shares 67 (+9.8%)
HRT FINANCIAL LP
Value ($000) $0 (+68.6%) Shares 9,699 (+67.9%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $1 (+16.7%) Shares 21,088 (+16.6%)

Decreased Positions (10)

COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $608 (+12944.0%) Shares 17,129 (-87.0%)
LPL Financial LLC
Value ($000) $39,701 (-9.7%) Shares 1,118,030 (-9.7%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $4,136 (-23.0%) Shares 116,474 (-23.0%)
Modern Wealth Management, LLC
Value ($000) $342 (-25.4%) Shares 9,623 (-25.5%)
Mariner, LLC
Value ($000) $1,257 (-21.5%) Shares 35,386 (-21.6%)
ROYAL BANK OF CANADA
Value ($000) $81 (-59.1%) Shares 2,281 (-59.1%)
Allworth Financial LP
Value ($000) $183 (-29.7%) Shares 5,149 (-29.7%)
PRINCIPAL FINANCIAL GROUP INC
Value ($000) $651 (-7.6%) Shares 18,326 (-5.8%)
IFP Advisors, Inc
Value ($000) $11 (-55.8%) Shares 301 (-55.9%)
PNC Financial Services Group, Inc.
Value ($000) $1 (-48.6%) Shares 39 (-48.7%)

Exited Positions (6)

PARK AVENUE SECURITIES LLC
Value ($000) $3 Shares 80,520
Global Retirement Partners, LLC
Value ($000) $144 Shares 4,045
Merit Financial Group, LLC
Value ($000) $214 Shares 6,020
Capital Investment Advisory Services, LLC
Value ($000) $48 Shares 1,364
JANE STREET GROUP, LLC
Value ($000) $496 Shares 13,967
FMR LLC
Value ($000) $73 Shares 2,059