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TTAN

ServiceTitan Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
201
Impact Capital Partners
Colorado
$300K +$313K +2,797 New
OAM
202
Oxford Asset Management
United Kingdom
$299K +$312K +2,789 New
NCM
203
Northside Capital Management
Oregon
$284K +$296K +2,649 New
GCP
204
GSA Capital Partners
United Kingdom
$283K +$295K +2,642 New
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$273K +$285K +2,548 New
AAS
206
Avantax Advisory Services
Texas
$268K -$915K -8,190 -77%
FIA
207
FNY Investment Advisers
New York
$267K +$279K +2,500 New
AV
208
Aspiring Ventures
Ohio
$257K +$268K +2,400 New
KeyBank National Association
209
KeyBank National Association
Ohio
$250K +$261K +2,333 New
MWM
210
Mission Wealth Management
California
$229K +$239K +2,139 New
VA
211
Vident Advisory
Georgia
$228K +$238K +2,126 New
COI
212
Connable Office Inc
Michigan
$219K +$229K +2,046 New
OAM
213
Oppenheimer Asset Management
New York
$204K +$213K +1,907 New
IWC
214
Integrated Wealth Concepts
Massachusetts
$201K +$209K +1,871 New
Osaic Holdings
215
Osaic Holdings
Arizona
$128K +$95.6K +855 +251%
PD
216
Point72 (DIFC)
United Arab Emirates
$116K +$121K +1,084 New
RA
217
RiverPark Advisors
New York
$104K +$109K +973 New
Lazard Asset Management
218
Lazard Asset Management
New York
$99K +$104K +930 New
EWA
219
EverSource Wealth Advisors
Alabama
$93.8K +$97.8K +875 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$79.2K +$82.6K +739 New
MIM
221
MetLife Investment Management
New Jersey
$68.2K +$71.1K +636 New
LI
222
LRI Investments
Florida
$65K
US Bancorp
223
US Bancorp
Minnesota
$55.8K +$58.2K +521 New
Jones Financial Companies
224
Jones Financial Companies
Missouri
$47.2K +$45.2K +404 +1,224%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$46.2K +$43.8K +392 +1,005%