14 institutions reported holding $15.4M of TRUST FOR PROFESSIONAL MANAG (STBF) in SEC 13F filings for 2026-06-30. Largest institutional holders: DKM Wealth Management, Inc. ($5.2M), BLUE JEAN FINANCIAL LLC ($2.9M), WINEBRENNER CAPITAL MANAGEMENT LLC ($2.1M), AXXCESS WEALTH MANAGEMENT, LLC ($1.1M), Private Advisor Group, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | $5.2M | 206,695 | Added |
| 2 | BLUE JEAN FINANCIAL LLC | $2.9M | 113,106 | Added |
| 3 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.1M | 83,023 | Trimmed |
| 4 | AXXCESS WEALTH MANAGEMENT, LLC | $1.1M | 43,140 | New |
| 5 | Private Advisor Group, LLC | $1.0M | 40,888 | Added |
| 6 | BELLEVUE ASSET MANAGEMENT, LLC | $887,716 | 34,977 | New |
| 7 | Acorn Wealth Advisors, LLC | $534,307 | 21,052 | Added |
| 8 | D.A. DAVIDSON & CO. | $418,770 | 16,500 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $283,550 | 11,172 | New |
| 10 | Kellett Wealth Advisors, LLC | $265,779 | 10,472 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $254,485 | 10,027 | New |
| 12 | Syntegra Private Wealth Group, LLC | $208,700 | 8,223 | Hold |
| 13 | PRIVATE TRUST CO NA | $185,274 | 7,300 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30