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TTAN

ServiceTitan Inc
TTAN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
301
Peregrine Capital Management
Minnesota
$5.78K – – –
IA
302
IFP Advisors
Florida
$5.71K -$5.71K -74 -45%
PWA
303
Principia Wealth Advisory
Texas
$4.57K +$2.01K +26 +57%
MCM
304
MAI Capital Management
Ohio
$4.44K +$1.16K +15 +27%
EP
305
Essential Partners
California
$4.13K +$5.02K +65 New
AF
306
Advisornet Financial
Minnesota
$3.94K +$1.7K +22 +55%
WWM
307
Wolff Wiese Magana
California
$3.94K +$1.7K +22 +55%
HNW
308
High Note Wealth
Minnesota
$3.49K +$4.24K +55 New
IA
309
IFS Advisors
Kansas
$2.98K – – –
RFP
310
Root Financial Partners
California
$2.6K +$3.16K +41 New
RIL
311
Rothschild Investment LLC
Illinois
$2.6K +$3.16K +41 New
BIA
312
Bell Investment Advisors
California
$2.54K -$77 -1 -2%
FCAS
313
First Command Advisory Services
Texas
$2.54K – – –
SC
314
Swan Capital
Florida
$2.54K +$3.09K +40 New
NSIM
315
North Star Investment Management
Illinois
$2.35K +$2.85K +37 New
FIG
316
Fortress Investment Group
New York
$1.78K – – –
SIC
317
SJS Investment Consulting
Ohio
$1.78K +$2.16K +28 New
SC
318
SouthState Corp
Florida
$1.65K +$2.01K +26 New
DFA
319
DHJJ Financial Advisors
Illinois
$1.52K +$1.85K +24 New
RIAS
320
Rachor Investment Advisory Services
Michigan
$1.46K +$463 +6 +35%
AUB
321
Atlantic Union Bankshares
Virginia
$1.27K +$1.54K +20 New
SWP
322
Strategic Wealth Partners
Ohio
$1.14K -$772 -10 -36%
CWM
323
Copia Wealth Management
Oregon
$1.08K – – –
TPWA
324
Twin Peaks Wealth Advisors
California
$1.08K +$1.31K +17 New
SS
325
SBI Securities
Japan
$1.01K +$386 +5 +45%
11 12
13
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