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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$4K -$50 -2 -1%
AIM
102
Advantage Investment Management
Iowa
$4K
GT
103
Glenmede Trust
Pennsylvania
$4K
RFS
104
Rockefeller Financial Services
New York
$4K
TRCT
105
Tower Research Capital (TRC)
New York
$3K -$16.6K -664 -86%
PSUF
106
People's United Financial
Connecticut
$3K -$1.3K -52 -29%
BAM
107
Bruderman Asset Management
New York
$3K
FNBSF
108
First National Bank Sioux Falls
South Dakota
$3K
PCP
109
Proficio Capital Partners
Massachusetts
$3K
NFG
110
Next Financial Group
Texas
$3K +$576 +23 +29%
ACS
111
Archford Capital Strategies
Illinois
$2K
DSC
112
Duncker Streett & Co
Missouri
$2K
FIB
113
First Interstate Bank
Montana
$2K
LWM
114
LBA Wealth Management
Florida
$2K
MCA
115
Mercer Capital Advisers
New Jersey
$2K
SF
116
Synovus Financial
Georgia
$2K
HNB
117
Huntington National Bank
Ohio
$2K +$200 +8 +10%
CFA
118
Carroll Financial Associates
North Carolina
$2K +$1.63K +65 +210%
CPIG
119
Chicago Partners Investment Group
Illinois
$1K -$7.37K -294 -90%
EWM
120
Evercore Wealth Management
New York
$1K -$6.54K -261 -86%
WRM
121
Westport Resources Management
Connecticut
$1K -$3.51K -140 -86%
BWP
122
Baldwin Wealth Partners
Massachusetts
$1K
Bessemer Group
123
Bessemer Group
New Jersey
$1K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$1K
First Manhattan
125
First Manhattan
New York
$1K