We are live on ! Find out more
PJT icon

PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$722
WIM
227
Westside Investment Management
California
$722
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$505 +$537 +7 New
SS
229
Sunbelt Securities
Texas
$500 +$537 +7 New
KFS
230
Kelly Financial Services
Massachusetts
$433
CCP
231
Carmel Capital Partners
California
$433 +$460 +6 New
PMFA
232
Plante Moran Financial Advisors
Michigan
$361 +$384 +5 New
SCA
233
Stonebridge Capital Advisors
Minnesota
$361 +$384 +5 New
BAAM
234
Baker Avenue Asset Management
California
$289
DI
235
Disciplined Investments
Oklahoma
$289
QCG
236
Quadrant Capital Group
Ohio
$289
SIC
237
SJS Investment Consulting
Ohio
$217 -$307 -4 -57%
BLC
238
Brown, Lisle/Cummings
Rhode Island
$217
SIS
239
Sound Income Strategies
Florida
$217
CWM
240
Compass Wealth Management
Connecticut
$145
PA
241
PSI Advisors
Florida
$144
BWP
242
Baldwin Wealth Partners
Massachusetts
$144 +$153 +2 New
AWM
243
Abound Wealth Management
Tennessee
$73 +$77 +1 New
WP
244
WealthPLAN Partners
Nebraska
$73 +$77 +1 New
BWL
245
Bogart Wealth LLC
Virginia
$72 -$614 -8 -89%
CT
246
Cambridge Trust
Massachusetts
$72
GFPC
247
Global Financial Private Client
Florida
$72
TCWA
248
Ten Capital Wealth Advisors
Washington
$72
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
-$14.3M -188,101 Closed
Point72 Asset Management
250
Point72 Asset Management
Connecticut
-$8.61M -116,875 Closed