We are live on ! Find out more
PJT icon

PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
176
Register Financial Advisors
Georgia
$2.58K – – –
IA
177
IFP Advisors
Florida
$2.37K – – –
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23K – – –
CWP
179
Concord Wealth Partners
Virginia
$2.23K – – –
FFA
180
Farther Finance Advisors
California
$2.16K – – –
AIM
181
Anchor Investment Management
South Carolina
$1.74K – – –
HCM
182
Hollencrest Capital Management
California
$1.74K – – –
GGI
183
Godsey & Gibb Inc
Virginia
$1.74K +$1.73K +25 New
JWA
184
JFS Wealth Advisors
Pennsylvania
$1.53K -$69 -1 -4%
IFAM
185
Institutional & Family Asset Management
Colorado
$1.32K – – –
BCWM
186
Bartlett & Co Wealth Management
Ohio
$1.25K +$1.24K +18 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K – – –
FWM
188
Focused Wealth Management
New York
$1.18K – – –
SWA
189
Sutton Wealth Advisors
Florida
$1.18K – – –
CT
190
Caldwell Trust
Florida
$1.18K +$1.17K +17 New
AF
191
Advisornet Financial
Minnesota
$1.07K -$207 -3 -17%
TIM
192
Tortoise Investment Management
New York
$1.04K – – –
C
193
Covestor
United Kingdom
$1K -$69 -1 -11%
CAL
194
Capital Analysts LLC
Pennsylvania
$1K – – –
VNA
195
Valley National Advisers
Pennsylvania
$1K – – –
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$1K +$967 +14 New
BC
197
Bartlett & Co
Ohio
$1K +$1.24K +18 New
SWA
198
SOA Wealth Advisors
New York
$975 – – –
WPWM
199
Western Pacific Wealth Management
Illinois
$975 – – –
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$905 – – –