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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$1.3K – – –
IBOK
252
Independence Bank of Kentucky
Kentucky
$1.22K +$1.03K +12 New
EWA
253
EverSource Wealth Advisors
Alabama
$1.12K – – –
TIM
254
Thompson Investment Management
Wisconsin
$1.12K – – –
GI
255
Gradient Investments
Minnesota
$1.02K – – –
WIM
256
Westside Investment Management
California
$1.02K – – –
LPP
257
Life Planning Partners
Florida
$1.02K +$860 +10 New
PWMG
258
Private Wealth Management Group
New Jersey
$1.02K +$860 +10 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$1K -$172 -2 -13%
CAL
260
Capital Analysts LLC
Pennsylvania
$1K – – –
C
261
Covestor
United Kingdom
$1K – – –
SS
262
Sunbelt Securities
Texas
$713 – – –
IA
263
IFP Advisors
Florida
$611 -$1.98K -23 -79%
KFS
264
Kelly Financial Services
Massachusetts
$611 – – –
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$510 +$430 +5 New
WPWM
266
Western Pacific Wealth Management
Illinois
$509 -$774 -9 -64%
AF
267
Advisornet Financial
Minnesota
$509 – – –
FBC
268
Fairfield, Bush & Co
Connecticut
$509 +$430 +5 New
SIC
269
SJS Investment Consulting
Ohio
$408 -$86 -1 -20%
BLC
270
Brown, Lisle/Cummings
Rhode Island
$306 – – –
SIS
271
Sound Income Strategies
Florida
$306 – – –
TSWM
272
Tyler-Stone Wealth Management
Ohio
$306 – – –
BWP
273
Baldwin Wealth Partners
Massachusetts
$204 – – –
CWM
274
Compass Wealth Management
Connecticut
$204 – – –
GWMIA
275
Global Wealth Management Investment Advisory
Florida
$204 – – –