TRUST FOR PROFESSIONAL MANAG

Ticker: APCB CUSIP: 89834G752 Class: ACTIVEPASSIVE CR

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Envestnet Portfolio Solutions, Inc.16,305,253$483,451
ENVESTNET ASSET MANAGEMENT INC12,313,849$365,106
LPL Financial LLC1,334,937$39,581
PRINCIPAL SECURITIES, INC.648,211$19,219
MML INVESTORS SERVICES, LLC394,683$11,702
Spire Wealth Management193,809$5,746
OSAIC HOLDINGS, INC.193,703$5,744
Cetera Investment Advisers190,100$5,636
&PARTNERS165,100$4,900
B. Riley Wealth Advisors, Inc.162,252$4,811
World Investment Advisors85,134$2,524
PARK AVENUE SECURITIES LLC74,579$2
WEDBUSH SECURITIES INC63,827$2
FLOW TRADERS U.S. LLC41,299$1
Mariner, LLC36,824$1,092
Financial Sense Advisors, Inc.21,494$637
CITADEL ADVISORS LLC21,129$626
Cambridge Investment Research Advisors, Inc.17,612$1
HRT FINANCIAL LP14,810$0
COMMONWEALTH EQUITY SERVICES, LLC12,840$381
COURIER CAPITAL LLC9,542$283
NewEdge Advisors, LLC9,286$275
Pathstone Holdings, LLC8,717$258
Kestra Advisory Services, LLC5,367$159
Allworth Financial LP3,081$91
Pinnacle Bancorp, Inc.2,493$74
ROYAL BANK OF CANADA1,850$55
IFP Advisors, Inc1,351$40
MORGAN STANLEY666$20
Signature Resources Capital Management, LLC622$18
Smartleaf Asset Management LLC450$13
Signature Equity Partners, LLC59$2
PNC Financial Services Group, Inc.46$1
Total (33 institutions)32,334,975$952,454