7 institutions reported holding $6.6M of TRUST FOR PROFESSIONAL MANAG (JGRW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bill Few Associates, Inc. ($1.9M), ENTRUST FINANCIAL LLC ($1.6M), Hamilton Point Investment Advisors, LLC ($1.4M), DMKC Advisory Services, LLC ($1.4M), Kestra Advisory Services, LLC ($364,894). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bill Few Associates, Inc. | $1.9M | 69,086 | Trimmed |
| 2 | ENTRUST FINANCIAL LLC | $1.6M | 57,765 | Added |
| 3 | Hamilton Point Investment Advisors, LLC | $1.4M | 51,332 | Trimmed |
| 4 | DMKC Advisory Services, LLC | $1.4M | 50,647 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $364,894 | 13,455 | Added |
| 6 | Lodestone Wealth Management LLC | $22,908 | 845 | Added |
| 7 | DHJJ Financial Advisors, Ltd. | $1,492 | 55 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30