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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
226
Two Sigma Securities
New York
$220K +$212K +1,393 New
PWM
227
Perigon Wealth Management
California
$219K +$210K +1,375 New
SAM
228
Smartleaf Asset Management
Massachusetts
$211K +$5.34K +35 +3%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$208K +$201K +1,316 New
Allianz Asset Management
230
Allianz Asset Management
Germany
$205K +$198K +1,300 New
SHA
231
Seneca House Advisors
Virginia
$202K +$195K +1,280 New
LFAS
232
Level Four Advisory Services
Texas
$202K +$195K +1,279 New
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$201K +$195K +1,276 New
FHA
234
First Horizon Advisors
Tennessee
$176K -$2.29K -15 -1%
KBC Group
235
KBC Group
Belgium
$159K +$31.1K +204 +25%
Osaic Holdings
236
Osaic Holdings
Arizona
$116K -$332K -2,178 -75%
HNB
237
Huntington National Bank
Ohio
$98.2K -$18.9K -124 -17%
QCG
238
Quadrant Capital Group
Ohio
$82.9K +$4.73K +31 +6%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$81.6K +$26.8K +176 +52%
HPC
240
HM Payson & Co
Maine
$80.6K
CA
241
Centerpoint Advisors
Massachusetts
$79K
FFA
242
Farther Finance Advisors
California
$77.7K +$915 +6 +1%
GI
243
GAMMA Investing
California
$70.4K +$16.6K +109 +32%
ETS
244
ESL Trust Services
New York
$59.2K +$57.2K +375 New
WT
245
Washington Trust
Rhode Island
$47.3K -$4.58K -30 -9%
GRP
246
Global Retirement Partners
California
$46.1K -$2.9K -19 -6%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$43.7K +$22.3K +146 +112%
CA
248
Clearstead Advisors
Ohio
$41.3K -$6.56K -43 -14%
SC
249
SouthState Corp
Florida
$37.9K
S
250
SignatureFD
Georgia
$36.3K +$763 +5 +2%