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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
Montag & Associates
Georgia
$3.68K – – –
BCM
352
Boreal Capital Management
Florida
$3.34K – – –
PFBT
353
Parkside Financial Bank & Trust
Missouri
$3.18K – – –
GWM
354
Geneos Wealth Management
Colorado
$3.01K – – –
ZBNA
355
Zions Bancorporation, National Association
Utah
$3.01K +$3.08K +18 New
TFA
356
Transamerica Financial Advisors
Florida
$2.67K – – –
HI
357
Harbour Investments
Wisconsin
$2.34K +$171 +1 +8%
FHA
358
Flagship Harbor Advisors
Massachusetts
$2.34K +$2.4K +14 New
EPIME
359
Evelyn Partners Investment Management (Europe)
$2.17K – – –
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.17K – – –
BBHC
361
Brown Brothers Harriman & Co
New York
$2.17K +$2.22K +13 New
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$2.17K +$171 +1 +8%
DI
363
DAGCO Inc
Ohio
$2.01K – – –
PWA
364
Physician Wealth Advisors
Utah
$1.84K – – –
SAG
365
SageView Advisory Group
California
$1.84K +$1.88K +11 New
CA
366
CoreCap Advisors
Michigan
$1.84K – – –
MEG
367
Millstone Evans Group
Colorado
$1.84K – – –
KCM
368
Key Capital Management
Tennessee
$1.67K +$1.71K +10 New
BFPW
369
BOK Financial Private Wealth
Colorado
$1.5K +$1.54K +9 New
CW
370
Curio Wealth
Maryland
$1.37K +$1.37K +8 New
TWD
371
True Wealth Design
Ohio
$1.34K -$171 -1 -11%
CFD
372
Creative Financial Designs
Indiana
$1.34K – – –
OC
373
Optima Capital
Oregon
$1.34K +$1.37K +8 New
AAG
374
Accordant Advisory Group
Maryland
$1.17K – – –
AP
375
Atwood & Palmer
Missouri
$1.17K +$1.2K +7 New