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PJT Partners
PJT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
326
WealthCollab
Washington
$5.73K – – –
WWM
327
Wolff Wiese Magana
California
$5.73K – – –
IA
328
IFP Advisors
Florida
$5.31K -$3.15K -20 -34%
TIM
329
Thompson Investment Management
Wisconsin
$5.17K – – –
KFAS
330
Keating Financial Advisory Services
Kansas
$5.03K +$2.05K +13 +57%
BIA
331
Bell Investment Advisors
California
$4.75K – – –
ZBNA
332
Zions Bancorporation, National Association
Utah
$4.75K +$2.52K +16 +89%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$4.33K +$787 +5 +19%
DWP
334
Destiny Wealth Partners
Florida
$4.33K +$4.88K +31 New
CLOS
335
Compagnie Lombard Odier SCmA
Switzerland
$4.19K – – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.05K – – –
KFG
337
Kingdom Financial Group
Arizona
$4.05K – – –
LAS
338
Lloyd Advisory Services
Georgia
$4.05K +$4.57K +29 New
AIM
339
Anchor Investment Management
South Carolina
$3.49K – – –
BBPWM
340
Blue Bell Private Wealth Management
Pennsylvania
$3.49K – – –
EWM
341
Evolution Wealth Management
Florida
$3.49K – – –
GGI
342
Godsey & Gibb Inc
Virginia
$3.49K – – –
HCM
343
Hollencrest Capital Management
California
$3.49K – – –
FNWA
344
Financial Network Wealth Advisors
Utah
$3.09K – – –
MA
345
Montag & Associates
Georgia
$3.07K – – –
BFS
346
Bare Financial Services
Pennsylvania
$2.93K -$5.04K -32 -60%
OCWP
347
Owl Creek Wealth Partners
Colorado
$2.79K +$3.15K +20 New
BCM
348
Boreal Capital Management
Florida
$2.79K +$3.15K +20 New
JWM
349
JPL Wealth Management
Colorado
$2.65K +$2.99K +19 New
GWM
350
Geneos Wealth Management
Colorado
$2.52K – – –
12 13
14
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