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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Cape Investment Advisory
Georgia
$1.17K – – –
SWIM
377
Smallwood Wealth Investment Management
New Jersey
$1K – – –
CFB
378
Cullen/Frost Bankers
Texas
$1K +$1.03K +6 New
TSMHT
379
Thurston Springer Miller Herd & Titak
Indiana
$1K +$1.03K +6 New
CAL
380
Capital Analysts LLC
Pennsylvania
$1K – – –
DWM
381
Darwin Wealth Management
Florida
$838 – – –
SWM
382
Spire Wealth Management
Virginia
$836 -$8.04K -47 -90%
AF
383
Advisornet Financial
Minnesota
$836 – – –
KG
384
Kilter Group
New York
$836 – – –
MCM
385
Manchester Capital Management
Vermont
$836 – – –
NWM
386
Nova Wealth Management
Florida
$836 – – –
FFO
387
Fortitude Family Office
Arizona
$669 -$342 -2 -33%
MMCM
388
Murphy & Mullick Capital Management
New York
$669 – – –
SC
389
SouthState Corp
Florida
$669 – – –
WA
390
Walsh & Associates
Florida
$668 +$684 +4 New
AWM
391
Abound Wealth Management
Tennessee
$557 +$171 +1 +50%
NA
392
NewEdge Advisors
Louisiana
$542 – – –
BLC
393
Brown, Lisle/Cummings
Rhode Island
$502 – – –
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$502 – – –
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502 – – –
TCOT
396
Trust Company of Toledo
Ohio
$502 – – –
AW
397
Ankerstar Wealth
Texas
$502 +$513 +3 New
SA
398
Strategic Advocates
Utah
$339 – – –
HIA
399
HFM Investment Advisors
New Jersey
$335 – – –
RWM
400
Rialto Wealth Management
New York
$335 – – –