Lehman & Derafelo Financial Resources LLC - TRUST FOR PROFESSIONAL MANAG ownership

TRUST FOR PROFESSIONAL MANAG's ticker is and the CUSIP is 89834G778. A total of 13 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of TRUST FOR PROFESSIONAL MANAG
ValueSharesWeighting
Q4 2022$229,548
+0.7%
11,1000.0%0.07%
-5.6%
Q3 2022$228,000
-47.2%
11,100
-47.4%
0.07%
-46.3%
Q2 2022$432,000
-4.4%
21,100
-4.3%
0.13%
+6.3%
Q1 2022$452,00022,0500.13%
Other shareholders
TRUST FOR PROFESSIONAL MANAG shareholders Q3 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