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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$15K +$366 +9 +3%
WEC
127
Winslow Evans & Crocker
Massachusetts
$14K
WIM
128
Westside Investment Management
California
$13.1K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$13K -$5.16K -127 -30%
APA
130
American Portfolios Advisors
New York
$13K +$11.6K +285 New
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K -$813 -20 -7%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$11K -$528 -13 -5%
CPIG
133
Chicago Partners Investment Group
Illinois
$11K
BDWM
134
Brewin Dolphin Wealth Management
Ireland
$10.7K -$1.02K -25 -10%
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$10K +$5.73K +141 +201%
HCM
136
Highlander Capital Management
New Jersey
$8K
VNA
137
Valley National Advisers
Pennsylvania
$8K
RFS
138
Rockefeller Financial Services
New York
$7K
RE
139
RBC Europe
United Kingdom
$6.66K
AIM
140
Advantage Investment Management
Iowa
$6K
LFA
141
Legacy Financial Advisors
Kentucky
$6K +$5.81K +143 New
AA
142
AlphaMark Advisors
Kentucky
$5K
PCP
143
Proficio Capital Partners
Massachusetts
$5K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$5K +$4.07K +100 New
KJWM
145
Kiley Juergens Wealth Management
Washington
$5K +$5.28K +130 New
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$4K -$81 -2 -2%
MA
147
MUFG Americas
New York
$3K -$1.67K -41 -38%
Federated Hermes
148
Federated Hermes
Pennsylvania
$3K -$81 -2 -3%
ClearBridge Investments
149
ClearBridge Investments
New York
$3K
FIB
150
First Interstate Bank
Montana
$3K