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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$2K
First Manhattan
152
First Manhattan
New York
$2K
IP
153
Intellectus Partners
California
$2K
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Federated Hermes
155
Federated Hermes
Pennsylvania
$2K +$150 +4 +8%
BWA
156
BDO Wealth Advisors
Florida
$2K +$1.53K +41 New
CFD
157
Creative Financial Designs
Indiana
$2K +$1.87K +50 +1,667%
SIM
158
Sonora Investment Management
Arizona
$1.01K -$1.57K -42 -63%
BTIS
159
BB&T Investment Services
North Carolina
$1K -$2.21K -59 -50%
MSFP
160
Mark Sheptoff Financial Planning
Connecticut
$1K -$37 -1 -4%
AWMS
161
Advocacy Wealth Management Services
Georgia
$1K
AAP
162
Arax Advisory Partners
Colorado
$1K
BWP
163
Baldwin Wealth Partners
Massachusetts
$1K
CHP
164
Cable Hill Partners
Oregon
$1K
EWM
165
Evercore Wealth Management
New York
$1K
HNB
166
Huntington National Bank
Ohio
$1K
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$1K
RIM
168
Ranger International Management
Illinois
$1K
RCG
169
Ruggie Capital Group
Florida
$1K
YWP
170
YorkBridge Wealth Partners
New York
$1K
KF
171
Krilogy Financial
Missouri
$1K +$486 +13 New
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$1K +$1.38K +37 New
SWA
173
Sutton Wealth Advisors
Florida
$684
GEA
174
Glen Eagle Advisors
New Jersey
$402
SFM
175
Soros Fund Management
New York
-$2.86M -81,400 Closed