We are live on ! Find out more
PJT icon

PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Hollencrest Capital Management
California
$1.8K
JWA
202
JFS Wealth Advisors
Pennsylvania
$1.66K -$230 -3 -12%
PCTC
203
Perkins Coie Trust Company
Washington
$1.51K +$1.61K +21 New
GRP
204
Global Retirement Partners
California
$1.48K -$1.07K -14 -37%
IFAM
205
Institutional & Family Asset Management
Colorado
$1.37K
AF
206
Advisornet Financial
Minnesota
$1.33K -$77 -1 -5%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K
FWM
208
Focused Wealth Management
New York
$1.23K
SWA
209
Sutton Wealth Advisors
Florida
$1.23K
SC
210
Schubert & Co
Texas
$1.08K -$230 -3 -17%
TIM
211
Tortoise Investment Management
New York
$1.08K
SWA
212
SOA Wealth Advisors
New York
$1.01K
WPWM
213
Western Pacific Wealth Management
Illinois
$1.01K
CAL
214
Capital Analysts LLC
Pennsylvania
$1K +$77 +1 +14%
C
215
Covestor
United Kingdom
$1K +$77 +1 +13%
SFG
216
Steward Financial Group
Texas
$1K +$614 +8 +133%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$938 -$153 -2 -13%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$938
FCA
219
FinTrust Capital Advisors
South Carolina
$885
HI
220
Harbour Investments
Wisconsin
$866
NSIM
221
North Star Investment Management
Illinois
$866
RI
222
Ridgewood Investments
New Jersey
$866 +$921 +12 New
EWA
223
EverSource Wealth Advisors
Alabama
$794
TIM
224
Thompson Investment Management
Wisconsin
$794 +$844 +11 New
AWM
225
Accel Wealth Management
Iowa
$783