Hollow Brook Wealth Management LLC - TRUST FOR PROFESSIONAL MANAG ownership

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TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 4 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Hollow Brook Wealth Management LLC ownership history of TRUST FOR PROFESSIONAL MANAG
ValueSharesWeighting
Q2 2022$1,205,000
-7.5%
58,794
-7.3%
0.66%
+14.3%
Q1 2022$1,302,000
-30.6%
63,426
-30.7%
0.58%
-39.7%
Q4 2021$1,876,000
+23.7%
91,513
+20.9%
0.96%
+2.3%
Q3 2021$1,517,000–75,701–0.94%–
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Other shareholders
TRUST FOR PROFESSIONAL MANAG shareholders Q3 2021
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 1,410,470$30,635,41310.85%
Ellsworth Advisors, LLC 53,220$1,159,6640.41%
Compass Ion Advisors, LLC 15,658$340,0920.06%
FAS Wealth Partners, Inc. 10,902$236,7880.02%
EP Wealth Advisors, LLC 11,100$241,0920.00%
BANK OF AMERICA CORP /DE/ 13,433$291,7650.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
Westbourne Investment Advisors, Inc. 29,839$10.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,974$260,0750.00%
Tower Research Capital LLC (TRC) 45$9770.00%
View complete list of TRUST FOR PROFESSIONAL MANAG shareholders