TRUST FOR PROFESSIONAL MANAG

Ticker: CLSE CUSIP: 89834G760 Class: CONVERGENCE LNG

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

InstitutionSharesValue ($000)
FLAGSHIP HARBOR ADVISORS, LLC705,459$19,280
LPL Financial LLC696,058$19,023
Riverwater Partners LLC515,745$14,095
Janney Montgomery Scott LLC351,785$10
COTTONWOOD CAPITAL ADVISORS, LLC339,478$9,278
LIBERTY SQUARE WEALTH PARTNERS LLC314,529$8,596
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC292,322$8,118
ENVESTNET ASSET MANAGEMENT INC247,412$6,762
Sowell Financial Services LLC226,164$6,181
Tactive Advisors, LLC222,982$6,094
Rockefeller Capital Management L.P.169,688$4,638
Accurate Wealth Management, LLC156,059$4,329
Creative Planning127,619$3,488
Global Retirement Partners, LLC121,799$3,329
PARK AVENUE SECURITIES LLC118,460$3
Elyxium Wealth, LLC109,947$3,005
Mariner, LLC93,506$2,556
Fifth Third Securities, Inc.84,969$2,322
Sanctuary Advisors, LLC52,622$1,438
Empirical Asset Management, LLC42,445$1,160
GENESIS PRIVATE WEALTH, LLC40,412$1,104
Foundations Investment Advisors, LLC39,139$1,070
RPS ADVISORY SOLUTIONS LLC37,409$1,022
HARBOUR INVESTMENTS, INC.37,160$1,016
Operose Advisors LLC36,725$1,004
WCG Wealth Advisors LLC34,022$930
Cannon Wealth Management Services, LLC33,155$906
Archford Capital Strategies, LLC32,379$885
Equitable Holdings, Inc.31,570$863
Per Stirling Capital Management, LLC.25,011$684
Atria Investments, Inc24,679$674
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,690$620
HighTower Advisors, LLC21,579$590
LaSalle St. Investment Advisors, LLC18,259$0
MML INVESTORS SERVICES, LLC18,176$497
Fiscal Wisdom Wealth Management, LLC17,608$481
Apollon Wealth Management, LLC17,125$468
ACT WEALTH MANAGEMENT, LLC14,385$393
Regal Investment Advisors LLC11,690$319
Sigma Planning Corp11,230$307
Belpointe Asset Management LLC11,005$301
Ausdal Financial Partners, Inc.10,990$300
Heck Capital Advisors, LLC10,691$292
Coastal Bridge Advisors, LLC10,627$290
Sloy Dahl & Holst, LLC9,870$270
Able Wealth Management LLC9,319$255
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,001$246
Bank of New York Mellon Corp8,716$238
SeaCrest Wealth Management, LLC7,688$214
Allworth Financial LP5,459$149
WELLS FARGO & COMPANY/MN2,272$62
Steward Partners Investment Advisory, LLC950$26
PRIVATE TRUST CO NA622$17
SRS Capital Advisors, Inc.588$16
SageView Advisory Group, LLC500$14
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO355$10
ROYAL BANK OF CANADA332$9
Parallel Advisors, LLC208$6
Advisors Preferred, LLC207$6
MORGAN STANLEY1$0
New Millennium Group LLC1$0
Total (61 institutions)5,612,853$140,258