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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
326
Gunpowder Capital Management
Maryland
$9.36K
APW
327
Allied Private Wealth
Florida
$9.09K +$8.94K +58 New
RIL
328
Rothschild Investment LLC
Illinois
$9.06K -$154 -1 -2%
BFS
329
Bare Financial Services
Pennsylvania
$9.06K +$6.01K +39 +186%
JEST
330
JTC Employer Solutions Trustee
Jersey
$8K
LI
331
LRI Investments
Florida
$7.85K -$5.24K -34 -40%
GCP
332
Gill Capital Partners
Colorado
$7.59K
CFO
333
CVA Family Office
Colorado
$6.94K
KFAS
334
Keating Financial Advisory Services
Kansas
$6.79K +$1.39K +9 +25%
PWMG
335
Private Wealth Management Group
New Jersey
$6.41K
W
336
WealthCollab
Washington
$6.19K
WWM
337
Wolff Wiese Magana
California
$6.19K
SGFG
338
Silver Grove Financial Group
New York
$6.04K +$6.16K +40 New
ZBNA
339
Zions Bancorporation, National Association
Utah
$5.89K +$771 +5 +15%
TIM
340
Thompson Investment Management
Wisconsin
$5.58K
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
$5.58K +$925 +6 +19%
CTA
342
Colonial Trust Advisors
South Carolina
$5.58K +$5.7K +37 New
IA
343
IFG Advisory
Georgia
$5.28K +$5.39K +35 New
IA
344
IFP Advisors
Florida
$5.28K -$462 -3 -8%
BIA
345
Bell Investment Advisors
California
$5.13K
JWA
346
JFS Wealth Advisors
Pennsylvania
$4.83K +$462 +3 +10%
CWP
347
Concord Wealth Partners
Virginia
$4.83K +$4.93K +32 New
CLOS
348
Compagnie Lombard Odier SCmA
Switzerland
$4.53K
KFG
349
Kingdom Financial Group
Arizona
$4.38K
EWM
350
Evolution Wealth Management
Florida
$3.77K