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Who holds CLSE

TRUST FOR PROFESSIONAL MANAG · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC1.3M$45.5M0.0%
ENVESTNET ASSET MANAGEMENT INC903.1K$30.8M0.0%
Rockefeller Capital Management L.P.889.0K$30.3M0.0%
FLAGSHIP HARBOR ADVISORS, LLC825.4K$28.2M1.1%
Janney Montgomery Scott LLC577.6K$19.7M0.0%
Riverwater Partners LLC509.4K$17.4M5.2%
LIBERTY SQUARE WEALTH PARTNERS LLC428.8K$14.6M3.5%
PARK AVENUE SECURITIES LLC416.6K$14.2M0.1%
Redhawk Wealth Advisors, Inc.382.2K$13.0M1.3%
Tactive Advisors, LLC365.1K$12.5M3.1%
COTTONWOOD CAPITAL ADVISORS, LLC361.2K$12.3M7.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC337.6K$11.5M0.0%
ROYAL BANK OF CANADA303.8K$10.4M0.0%
Wealthcare Advisory Partners LLC255.9K$8.7M0.2%
Sanctuary Advisors, LLC248.3K$8.5M0.0%
IFG Advisory, LLC221.3K$7.6M0.3%
Brookwood Investment Group LLC197.5K$6.7M0.8%
Equitable Holdings, Inc.192.5K$6.6M0.0%
FOUNDERS FINANCIAL SECURITIES LLC191.8K$6.5M0.3%
Global Retirement Partners, LLC185.3K$6.3M0.1%
Integrated Wealth Concepts LLC159.2K$5.4M0.0%
Sowell Financial Services LLC154.2K$5.3M0.2%
Stratos Wealth Advisors, LLC139.6K$4.8M0.3%
Accurate Wealth Management, LLC127.4K$4.4M0.4%
Creative Planning126.2K$4.3M0.0%
McAdam, LLC123.0K$4.2M0.2%
Mariner, LLC92.8K$3.2M0.0%
FIFTH THIRD SECURITIES, INC.88.8K$3.0M0.2%
Elyxium Wealth, LLC88.6K$3.0M0.3%
WCG Wealth Advisors LLC86.8K$3.0M0.1%
Richmond Investment Services, LLC80.4K$2.7M0.9%
NewEdge Advisors, LLC78.8K$2.7M0.0%
STIFEL FINANCIAL CORP77.7K$2.7M0.0%
GENESIS PRIVATE WEALTH, LLC68.7K$2.3M0.7%
OSAIC HOLDINGS, INC.58.9K$2.0M0.0%
Cerity Partners LLC57.1K$1.9M0.0%
Guilbault Capital LLC52.8K$1.8M1.8%
Cannon Wealth Management Services, LLC51.5K$1.8M1.0%
Per Stirling Capital Management, LLC.50.0K$1.7M0.2%
RPS ADVISORY SOLUTIONS LLC49.1K$1.7M1.1%
FIG FINANCIAL ADVISORY SERVICES INC /ADV48.7K$1.7M1.0%
Denver PWM, LLC48.3K$1.6M0.5%
Empirical Asset Management, LLC47.2K$1.6M0.4%
Ausdal Financial Partners, Inc.46.2K$1.6M0.1%
Fiscal Wisdom Wealth Management, LLC43.4K$1.5M1.3%
MML INVESTORS SERVICES, LLC42.9K$1.5M0.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC42.5K$1.4M0.0%
Sigma Planning Corp42.5K$1.4M0.0%
Worth Asset Management, LLC36.9K$1.3M0.4%
Operose Advisors LLC36.7K$1.3M0.2%
White Knight Strategic Wealth Advisors, LLC36.0K$1.2M0.9%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC34.9K$1.2M0.1%
Kovack Advisors, Inc.34.0K$1.2M0.1%
Castleview Partners, LLC33.8K$1.2M0.5%
Atria Investments, Inc33.8K$1.2M0.0%
Archford Capital Strategies, LLC33.3K$1.1M0.1%
Legacy Financial Advisors, Inc.32.6K$1.1M0.1%
Cornerstone Planning Group LLC30.0K$1.0M0.1%
LODESTAR PRIVATE ASSET MANAGEMENT LLC29.0K$988,3790.1%
Wealthcare Capital Partners, LLC28.2K$961,3100.4%
Top Fund Holdings
13F
Top Fund Holdings

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