EP Wealth Advisors, LLC - TRUST FOR PROFESSIONAL MANAG ownership

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of TRUST FOR PROFESSIONAL MANAG
ValueSharesWeighting
Q3 2023$241,092
+1.5%
11,100
-43.9%
0.00%
+33.3%
Q2 2023$237,48519,8000.00%
Other shareholders
TRUST FOR PROFESSIONAL MANAG shareholders Q4 2023
NameSharesValueWeighting ↓
Ellsworth Advisors, LLC 814,767$16,695,0006.74%
Morton Capital Management LLC/CA 156,186$3,200,2521.39%
Rain Capital Management, LLC 92,073$1,886,0001.36%
Hollow Brook Wealth Management LLC 58,794$1,205,0000.66%
FAS Wealth Partners, Inc. 267,427$5,480,0000.58%
Cohanzick Management, LLC 71,071$1,456,0000.41%
Lehman & Derafelo Financial Resources LLC 21,100$432,0000.13%
MONEY CONCEPTS CAPITAL CORP 561$11,0000.00%
THRIVENT FINANCIAL FOR LUTHERANS 16,664$341,0000.00%
BANK OF AMERICA CORP /DE/ 17,500$359,0000.00%
View complete list of TRUST FOR PROFESSIONAL MANAG shareholders