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Institutional Holders of TPSC
HolderAmountPosition Size
($ in 1000's)
 As of
Ambassador Advisors LLC193,078$6,519 12/31/2023
     TPSC193,078$6,519 12/31/2023
Creative Financial Designs Inc. ADV165,406$6,069 03/31/2024
     TPSC165,406$6,069 03/31/2024
OneAscent Financial Services LLC156,696$5,749 03/31/2024
     TPSC156,696$5,749 03/31/2024
O Connor Financial Group LLC150,520$5,523 03/31/2024
     TPSC150,520$5,523 03/31/2024
LPL Financial LLC81,929$3,006 03/31/2024
     TPSC81,929$3,006 03/31/2024
Sowell Financial Services LLC60,619$2,224 03/31/2024
     TPSC60,619$2,224 03/31/2024
OneAscent Wealth Management LLC51,340$1,884 03/31/2024
     TPSC51,340$1,884 03/31/2024
Kestra Advisory Services LLC47,760$1,690 12/31/2023
     TPSC47,760$1,690 12/31/2023
Frontier Asset Management LLC47,034$1,664 12/31/2023
     TPSC47,034$1,664 12/31/2023
EverSource Wealth Advisors LLC45,810$1,621 12/31/2023
     TPSC45,810$1,621 12/31/2023
Citadel Advisors LLC45,801$1,620 12/31/2023
     TPSC45,801$1,620 12/31/2023
Strategic Blueprint LLC25,549$937 03/31/2024
     TPSC25,549$937 03/31/2024
Cetera Advisor Networks LLC25,339$896 12/31/2023
     TPSC25,339$896 12/31/2023
Cerity Partners LLC24,755$876 12/31/2023
     TPSC24,755$876 12/31/2023
Cambridge Investment Research Advisors Inc.23,017$844 03/31/2024
     TPSC23,017$844 03/31/2024
Flow Traders U.S. LLC23,419$829 12/31/2023
     TPSC23,419$829 12/31/2023
Sound Stewardship LLC21,849$802 03/31/2024
     TPSC21,849$802 03/31/2024
First Heartland Consultants Inc.20,996$770 03/31/2024
     TPSC20,996$770 03/31/2024
Valmark Advisers Inc.18,691$686 03/31/2024
     TPSC18,691$686 03/31/2024
WorthPointe LLC19,114$676 12/31/2023
     TPSC19,114$676 12/31/2023
J.W. Cole Advisors Inc.14,911$547 03/31/2024
     TPSC14,911$547 03/31/2024
Cetera Advisors LLC13,490$477 12/31/2023
     TPSC13,490$477 12/31/2023
Commonwealth Equity Services LLC11,584$425 03/31/2024
     TPSC11,584$425 03/31/2024
Vicus Capital11,005$404 03/31/2024
     TPSC11,005$404 03/31/2024
Envestnet Portfolio Solutions Inc.10,470$384 03/31/2024
     TPSC10,470$384 03/31/2024
Householder Group Estate & Retirement Specialist LLC9,734$357 03/31/2024
     TPSC9,734$357 03/31/2024
Bare Financial Services Inc9,731$344 12/31/2023
     TPSC9,731$344 12/31/2023
Advisory Services Network LLC9,240$339 03/31/2024
     TPSC9,240$339 03/31/2024
Whitaker Myers Wealth Managers LTD.9,162$336 03/31/2024
     TPSC9,162$336 03/31/2024
Envestnet Asset Management Inc.8,920$316 12/31/2023
     TPSC8,920$316 12/31/2023
Cetera Investment Advisers6,211$220 12/31/2023
     TPSC6,211$220 12/31/2023
Efficient Advisors LLC5,497$202 03/31/2024
     TPSC5,497$202 03/31/2024
Advisor Group Holdings Inc.5,090$187 03/31/2024
     TPSC5,090$187 03/31/2024
HHM Wealth Advisors LLC3,878$137 12/31/2023
     TPSC3,878$137 12/31/2023
Oliver Lagore Vanvalin Investment Group2,860$101 12/31/2023
     TPSC2,860$101 12/31/2023
Nemes Rush Group LLC1,240$44 12/31/2023
     TPSC1,240$44 12/31/2023
Ronald Blue Trust Inc.861$32 03/31/2024
     TPSC861$32 03/31/2024
Benjamin F. Edwards & Company Inc.637$23 03/31/2024
     TPSC637$23 03/31/2024
Geneos Wealth Management Inc.499$18 03/31/2024
     TPSC499$18 03/31/2024
Harbour Investments Inc.516$18 12/31/2023
     TPSC516$18 12/31/2023
Asset Dedication LLC259$10 03/31/2024
     TPSC259$10 03/31/2024
UBS Group AG262$9 12/31/2023
     TPSC262$9 12/31/2023
ICA Group Wealth Management LLC222$8 12/31/2023
     TPSC222$8 12/31/2023
Coppell Advisory Solutions LLC110$4 12/31/2023
     TPSC110$4 12/31/2023
JFS Wealth Advisors LLC72$3 03/31/2024
     TPSC72$3 03/31/2024
Comerica Bank88$3 12/31/2023
     TPSC88$3 12/31/2023
Principal Securities Inc.57$2 03/31/2024
     TPSC57$2 03/31/2024
Smartleaf Asset Management LLC18$1 03/31/2024
     TPSC18$1 03/31/2024

See All: Funds Holding TPSC
See Details: Top 10 Hedge Funds Holding TPSC
Also See: TPSC Holdings Changes

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