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PJT Partners
PJT

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
351
Godsey & Gibb Inc
Virginia
$3.77K – – –
HCM
352
Hollencrest Capital Management
California
$3.77K – – –
FNWA
353
Financial Network Wealth Advisors
Utah
$3.65K +$308 +2 +9%
MA
354
Montag & Associates
Georgia
$3.32K – – –
APFP
355
Action Point Financial Planning
Michigan
$3.02K +$3.39K +22 New
BCM
356
Boreal Capital Management
Florida
$3.02K – – –
OCWP
357
Owl Creek Wealth Partners
Colorado
$3.02K – – –
GWM
358
Geneos Wealth Management
Colorado
$2.72K – – –
IFWM
359
Institute for Wealth Management
Colorado
$2.72K +$2.77K +18 New
TFA
360
Transamerica Financial Advisors
Florida
$2.42K – – –
HI
361
Harbour Investments
Wisconsin
$2.09K – – –
BBPWM
362
Blue Bell Private Wealth Management
Pennsylvania
$1.96K -$1.85K -12 -48%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
FFO
364
Fortitude Family Office
Arizona
$1.96K +$616 +4 +44%
VL
365
Vima LLC
Michigan
$1.96K +$2K +13 New
MAM
366
Marquette Asset Management
Minnesota
$1.66K – – –
CA
367
CoreCap Advisors
Michigan
$1.66K – – –
NA
368
NewEdge Advisors
Louisiana
$1.4K +$925 +6 +200%
BFPW
369
BOK Financial Private Wealth
Colorado
$1.36K – – –
TWC
370
TD Waterhouse Canada
Ontario, Canada
$1.09K +$308 +2 +40%
AAG
371
Accordant Advisory Group
Maryland
$1.06K – – –
AP
372
Atwood & Palmer
Missouri
$1.06K – – –
CIA
373
Cape Investment Advisory
Georgia
$1.06K +$1.08K +7 New
PMFA
374
Plante Moran Financial Advisors
Michigan
$1.06K +$1.08K +7 New
WIM
375
Westside Investment Management
California
$1.06K +$1.08K +7 New
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