Filing Research | CTOS - CUSTOM TRUCK ONE SOURCE INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Canvas Wealth Advisors, LLC	Shares	6.0MSH	$70.7M
2	Register Financial Advisors LLC	Shares	170.2KSH	$2.0M
3	Pine Valley Investments Ltd Liability Co	Shares	49.5KSH	$584.6K
4	SAPIENT CAPITAL LLC	Shares	31.9KSH	$377.2K
5	GC Wealth Management RIA, LLC	Shares	21.3KSH	$251.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.8KSH	$229.6K
7	Police & Firemen's Retirement System of New Jersey	Shares	18.1KSH	$214.2K
8	CWA Asset Management Group, LLC	Shares	16.0KSH	$189.0K
9	GAMMA Investing LLC	Shares	2.3KSH	$26.6K
10	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$13.8K
11	IFP Advisors, Inc	Shares	834SH	$9.8K
12	Farther Finance Advisors, LLC	Shares	620SH	$7.3K
13	SJS Investment Consulting Inc.	Shares	230SH	$2.7K
14	Wealth Enhancement Trust Services, Inc.	Shares	144SH	$1.7K
15	Fortitude Family Office, LLC	Shares	110SH	$1.3K
16	True Wealth Design, LLC	Shares	84SH	$993
17	Physician Wealth Advisors, Inc.	Shares	33SH	$390
18	SBI Securities Co., Ltd.	Shares	25SH	$295

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	Canvas Wealth Advisors, LLC trimmed	Shares	-1.0M	+$24.5M	$70.7M
2	Register Financial Advisors LLC trimmed	Shares	-1.0K	+$885.3K	$2.0M
3	Pine Valley Investments Ltd Liability Co trimmed	Shares	-18.5K	+$137.8K	$584.6K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	+$120.9K	$214.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.1K	+$119.6K	$229.6K
6	GC Wealth Management RIA, LLC trimmed	Shares	-20	+$111.3K	$251.1K
7	CWA Asset Management Group, LLC unchanged	Shares	0	+$83.8K	$189.0K
8	GAMMA Investing LLC added	Shares	+314	+$13.9K	$26.6K
9	IFP Advisors, Inc added	Shares	+467	+$7.4K	$9.8K
10	EverSource Wealth Advisors, LLC added	Shares	+67	+$6.5K	$13.8K
11	Farther Finance Advisors, LLC added	Shares	+79	+$3.8K	$7.3K
12	SJS Investment Consulting Inc. added	Shares	+138	+$2.1K	$2.7K
13	Wealth Enhancement Trust Services, Inc. new	Shares	+144	+$1.7K	$1.7K
14	True Wealth Design, LLC added	Shares	+63	+$855	$993
15	Fortitude Family Office, LLC unchanged	Shares	0	+$576	$1.3K
16	Physician Wealth Advisors, Inc. new	Shares	+33	+$390	$390
17	Hughes Financial Services, LLC exited	Shares	-1	-$7	$0
18	Rachor Investment Advisory Services, LLC exited	Shares	-17	-$112	$0
19	SBI Securities Co., Ltd. trimmed	Shares	-37	-$112	$295
20	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC exited	Shares	-33.2K	-$218.3K	$0
21	SAPIENT CAPITAL LLC trimmed	Shares	-95.8K	-$462.2K	$377.2K