TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,092 | -4.4% | 15,658 | -5.8% | 0.06% | -35.6% |
| Q2 2023 | $355,799 | +12.2% | 16,630 | +10.4% | 0.09% | +12.5% |
| Q1 2023 | $317,073 | +1.7% | 15,070 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $311,648 | +21.7% | 15,070 | +20.8% | 0.08% | +12.7% |
| Q3 2022 | $256,000 | – | 12,475 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ellsworth Advisors, LLC | 591,946 | $12,170,000 | 5.21% |
| Morton Capital Management LLC/CA | 470,509 | $9,673,666 | 4.40% |
| Rain Capital Management, LLC | 92,073 | $1,893,000 | 1.48% |
| FAS Wealth Partners, Inc. | 267,712 | $5,504,000 | 0.61% |
| Lehman & Derafelo Financial Resources LLC | 11,100 | $228,000 | 0.07% |
| Compass Ion Advisors, LLC | 12,475 | $256,000 | 0.07% |
| MUFG Americas Holdings Corp | 9,751 | $200,000 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 646 | $13,000 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 19,291 | $397,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 104,757 | $2,154,000 | 0.00% |