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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1K +$155 +2 +14%
SFG
227
Steward Financial Group
Texas
$1K +$1K +13 New
HI
228
Harbour Investments
Wisconsin
$953 – – –
NSIM
229
North Star Investment Management
Illinois
$953 – – –
EWA
230
EverSource Wealth Advisors
Alabama
$874 – – –
TIM
231
Thompson Investment Management
Wisconsin
$874 – – –
WIM
232
Westside Investment Management
California
$795 – – –
GI
233
Gradient Investments
Minnesota
$794 – – –
SS
234
Sunbelt Securities
Texas
$556 – – –
CCP
235
Carmel Capital Partners
California
$477 – – –
KFS
236
Kelly Financial Services
Massachusetts
$477 – – –
SIC
237
SJS Investment Consulting
Ohio
$398 +$77 +1 +25%
AF
238
Advisornet Financial
Minnesota
$397 -$773 -10 -67%
SCA
239
Stonebridge Capital Advisors
Minnesota
$397 – – –
BWL
240
Bogart Wealth LLC
Virginia
$318 +$232 +3 +300%
NA
241
NewEdge Advisors
Louisiana
$253 – – –
WOSD
242
WFA of San Diego
California
$239 – – –
SIS
243
Sound Income Strategies
Florida
$238 -$155 -2 -40%
BLC
244
Brown, Lisle/Cummings
Rhode Island
$238 – – –
BWP
245
Baldwin Wealth Partners
Massachusetts
$159 – – –
CWM
246
Compass Wealth Management
Connecticut
$159 – – –
GWMIA
247
Global Wealth Management Investment Advisory
Florida
$159 – – –
PA
248
PSI Advisors
Florida
$159 – – –
RG
249
Retirement Group
California
$159 – – –
GFPC
250
Global Financial Private Client
Florida
$79 – – –