We are live on ! Find out more
PJT icon

PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25K
FWM
202
Focused Wealth Management
New York
$1.25K
SWA
203
Sutton Wealth Advisors
Florida
$1.25K
TIM
204
Tortoise Investment Management
New York
$1.1K
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$1.1K -$525 -7 -32%
SWA
206
SOA Wealth Advisors
New York
$1.03K
WPWM
207
Western Pacific Wealth Management
Illinois
$1.03K
C
208
Covestor
United Kingdom
$1K -$75 -1 -11%
VNA
209
Valley National Advisers
Pennsylvania
$1K
CAL
210
Capital Analysts LLC
Pennsylvania
$1K +$525 +7 New
LAM
211
Lakewood Asset Management
Illinois
$1K +$1.05K +14 New
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$958
FCA
213
FinTrust Capital Advisors
South Carolina
$884
HI
214
Harbour Investments
Wisconsin
$884
NSIM
215
North Star Investment Management
Illinois
$884
EWA
216
EverSource Wealth Advisors
Alabama
$811 +$824 +11 New
AWM
217
Accel Wealth Management
Iowa
$797
GI
218
Gradient Investments
Minnesota
$737
BWL
219
Bogart Wealth LLC
Virginia
$663
SIC
220
SJS Investment Consulting
Ohio
$516 +$300 +4 +133%
KFS
221
Kelly Financial Services
Massachusetts
$442
DI
222
Disciplined Investments
Oklahoma
$295 -$75 -1 -20%
BAAM
223
Baker Avenue Asset Management
California
$295 +$300 +4 New
QCG
224
Quadrant Capital Group
Ohio
$295 +$300 +4 New
BLC
225
Brown, Lisle/Cummings
Rhode Island
$221