ATWOOD & PALMER INC

Position in PJT — PJT Partners Inc.

CIK 1044929 KANSAS CITY, MO

Position in PJT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,056

+$78 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#367

of 414 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $37,090,441 across 6 Capital Markets names. PJT ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	33,444	$33,824,258
2	HLI	Houlihan Lokey, Inc.	20,897	$2,802,914
3	SCHW	Schwab Charles Corp	4,529	$417,890
4	MS	Morgan Stanley	127	$26,548
5	SNEX	StoneX Group Inc.	225	$17,775
6	PJT	PJT Partners Inc. This page	7	$1,056

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056	7	0.0%	Shares	Sole	2026-07-08
2026-03-31	$978	7	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,170	7	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.