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PJT Partners
PJT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
326
WealthCollab
Washington
$7.29K – – –
WWM
327
Wolff Wiese Magana
California
$7.29K – – –
TIM
328
Thompson Investment Management
Wisconsin
$6.58K – – –
LI
329
LRI Investments
Florida
$6.57K +$1.08K +6 +19%
BIA
330
Bell Investment Advisors
California
$6.04K – – –
HWM
331
Hemington Wealth Management
Virginia
$6K +$180 +1 +3%
CWP
332
Concord Wealth Partners
Virginia
$5.69K – – –
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$5.69K +$1.08K +6 +23%
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$5.33K – – –
TIM
335
Tortoise Investment Management
New York
$4.8K +$360 +2 +8%
GGI
336
Godsey & Gibb Inc
Virginia
$4.44K – – –
JWA
337
JFS Wealth Advisors
Pennsylvania
$4.44K – – –
AIM
338
Anchor Investment Management
South Carolina
$4.44K – – –
HCM
339
Hollencrest Capital Management
California
$4.44K – – –
CFO
340
CVA Family Office
Colorado
$4.27K – – –
AS
341
Altshuler Shaham
Israel
$4.27K +$4.32K +24 New
FNWA
342
Financial Network Wealth Advisors
Utah
$3.92K – – –
MA
343
Montag & Associates
Georgia
$3.91K – – –
CIAM
344
Caitong International Asset Management
Hong Kong
$3.73K -$24.3K -135 -87%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$3.38K – – –
JWM
346
JPL Wealth Management
Colorado
$3.38K +$3.42K +19 New
GWM
347
Geneos Wealth Management
Colorado
$3.2K – – –
TFA
348
Transamerica Financial Advisors
Florida
$2.84K +$2.88K +16 New
BBPWM
349
Blue Bell Private Wealth Management
Pennsylvania
$2.31K – – –
EPIME
350
Evelyn Partners Investment Management (Europe)
$2.31K – – –
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14
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