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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$1K – – –
HFS
352
Hantz Financial Services
Michigan
$1K +$145 +1 +25%
SWIM
353
Smallwood Wealth Investment Management
New Jersey
$990 – – –
TSMHT
354
Thurston Springer Miller Herd & Titak
Indiana
$990 – – –
MCM
355
Manchester Capital Management
Vermont
$826 – – –
KG
356
Kilter Group
New York
$826 +$727 +5 New
AF
357
Advisornet Financial
Minnesota
$825 – – –
NWM
358
Nova Wealth Management
Florida
$825 – – –
FFO
359
Fortitude Family Office
Arizona
$825 +$727 +5 New
DPW
360
DiNuzzo Private Wealth
Pennsylvania
$661 +$145 +1 +33%
MMCM
361
Murphy & Mullick Capital Management
New York
$660 – – –
AT
362
Arlington Trust
Alabama
$660 +$581 +4 New
NA
363
NewEdge Advisors
Louisiana
$533 – – –
BLC
364
Brown, Lisle/Cummings
Rhode Island
$495 – – –
TCOT
365
Trust Company of Toledo
Ohio
$495 +$436 +3 New
SIC
366
SJS Investment Consulting
Ohio
$331 -$291 -2 -50%
AWM
367
Abound Wealth Management
Tennessee
$331 – – –
S
368
Sachetta
Massachusetts
$331 – – –
CT
369
Clearstead Trust
Maine
$331 +$291 +2 New
TC
370
Truvestments Capital
Florida
$330 – – –
HIA
371
HFM Investment Advisors
New Jersey
$330 +$145 +1 +100%
TFM
372
TFC Financial Management
Massachusetts
$166 – – –
RWM
373
Rialto Wealth Management
New York
$166 +$145 +1 New
BHWM
374
Bay Harbor Wealth Management
Maryland
$165 – – –
BWL
375
Bogart Wealth LLC
Virginia
$165 – – –