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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$2.23K – – –
Harbour Investments
352
Harbour Investments
Wisconsin
$2K – – –
EPIME
353
Evelyn Partners Investment Management (Europe)
$1.82K – – –
Farmers & Merchants Investments Inc
354
Farmers & Merchants Investments Inc
Nebraska
$1.82K – – –
RCM
355
Raleigh Capital Management
North Carolina
$1.82K +$2.05K +13 New
DI
356
DAGCO Inc
Ohio
$1.68K – – –
CoreCap Advisors
357
CoreCap Advisors
Michigan
$1.54K – – –
MEG
358
Millstone Evans Group
Colorado
$1.54K – – –
PWA
359
Physician Wealth Advisors
Utah
$1.54K – – –
MAM
360
Marquette Asset Management
Minnesota
$1.54K +$1.73K +11 New
BFPW
361
BOK Financial Private Wealth
Colorado
$1.26K – – –
FFO
362
Fortitude Family Office
Arizona
$1.26K +$787 +5 +125%
Capital Analysts LLC
363
Capital Analysts LLC
Pennsylvania
$1K -$472 -3 -38%
AAG
364
Accordant Advisory Group
Maryland
$979 – – –
AP
365
Atwood & Palmer
Missouri
$979 – – –
CFD
366
Creative Financial Designs
Indiana
$838 -$315 -2 -25%
Cullen/Frost Bankers
367
Cullen/Frost Bankers
Texas
$838 – – –
SWIM
368
Smallwood Wealth Investment Management
New Jersey
$838 – – –
TD Waterhouse Canada
369
TD Waterhouse Canada
Ontario, Canada
$703 +$787 +5 New
DWM
370
Darwin Wealth Management
Florida
$701 – – –
AF
371
Advisornet Financial
Minnesota
$699 – – –
MCM
372
Manchester Capital Management
Vermont
$699 – – –
NWM
373
Nova Wealth Management
Florida
$699 – – –
Spire Wealth Management
374
Spire Wealth Management
Virginia
$699 – – –
RWM
375
Rialto Wealth Management
New York
$699 +$472 +3 +150%