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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
126
Brewin Dolphin Wealth Management
Ireland
$13.3K
WIM
127
Westside Investment Management
California
$13.3K
DZ Bank
128
DZ Bank
Germany
$13K
APA
129
American Portfolios Advisors
New York
$13K -$563 -10 -4%
APP
130
Avantax Planning Partners
Iowa
$12K +$12.6K +224 New
ICM
131
IMS Capital Management
Oregon
$11K +$11.9K +212 New
VFA
132
Valeo Financial Advisors
Indiana
$11K +$12.4K +220 +880%
CPIG
133
Chicago Partners Investment Group
Illinois
$10K
VNA
134
Valley National Advisers
Pennsylvania
$10K +$1.46K +26 +16%
HCM
135
Highlander Capital Management
New Jersey
$9K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$9K +$282 +5 +3%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$8K
RE
138
RBC Europe
United Kingdom
$7.64K
LFA
139
Legacy Financial Advisors
Kentucky
$7K -$845 -15 -9%
AIM
140
Advantage Investment Management
Iowa
$7K
SF
141
Synovus Financial
Georgia
$7K +$6.42K +114 +456%
KJWM
142
Kiley Juergens Wealth Management
Washington
$6K
CHP
143
Cable Hill Partners
Oregon
$6K +$5.29K +94 +470%
PCP
144
Proficio Capital Partners
Massachusetts
$5K
SMFS
145
Squar Milner Financial Services
California
$4K -$1.13K -20 -21%
Federated Hermes
146
Federated Hermes
Pennsylvania
$4K -$676 -12 -14%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$4K -$113 -2 -3%
BWA
148
BDO Wealth Advisors
Florida
$4K
ClearBridge Investments
149
ClearBridge Investments
New York
$4K
MCA
150
Mercer Capital Advisers
New Jersey
$4K