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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
351
Millstone Evans Group
Colorado
$1.52K
TIM
352
Thompson Investment Management
Wisconsin
$1.52K
BFS
353
Bare Financial Services
Pennsylvania
$1.52K +$1.73K +11 New
RMP
354
Richards, Merrill & Peterson
Washington
$1.38K
PWA
355
Physician Wealth Advisors
Utah
$1.24K +$1.42K +9 New
TWD
356
True Wealth Design
Ohio
$1.1K +$1.26K +8 New
CFD
357
Creative Financial Designs
Indiana
$1.1K -$944 -6 -43%
WIM
358
Westside Investment Management
California
$1.1K
SW
359
SVB Wealth
Massachusetts
$1.1K +$1.26K +8 New
Simplex Trading
360
Simplex Trading
Illinois
$1K -$5.51K -35 -74%
CAL
361
Capital Analysts LLC
Pennsylvania
$1K
HFS
362
Hantz Financial Services
Michigan
$1K +$629 +4 New
AAG
363
Accordant Advisory Group
Maryland
$966
GFPC
364
Global Financial Private Client
Florida
$827 +$629 +4 +200%
SWIM
365
Smallwood Wealth Investment Management
New Jersey
$827 +$944 +6 New
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$826
MCM
367
Manchester Capital Management
Vermont
$690
SC
368
Stephens Consulting
Michigan
$690 +$787 +5 New
NWM
369
Nova Wealth Management
Florida
$689 -$315 -2 -29%
AF
370
Advisornet Financial
Minnesota
$689
AAP
371
Arax Advisory Partners
Colorado
$552 -$12.1K -77 -95%
MMCM
372
Murphy & Mullick Capital Management
New York
$552
SIC
373
SJS Investment Consulting
Ohio
$552 +$157 +1 +33%
NA
374
NewEdge Advisors
Louisiana
$445
BLC
375
Brown, Lisle/Cummings
Rhode Island
$414