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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
Washington Trust
126
Washington Trust
Rhode Island
$28K +$28.5K +650 New
Geneos Wealth Management
127
Geneos Wealth Management
Colorado
$27K -$8.28K -189 -21%
NSIM
128
North Star Investment Management
Illinois
$23K +$44 +1 +0.2%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$23K +$877 +20 +4%
HM Payson & Co
130
HM Payson & Co
Maine
$22K – – –
WCG
131
Weaver Consulting Group
California
$22K +$21.9K +500 +16,667%
Valeo Financial Advisors
132
Valeo Financial Advisors
Indiana
$19K -$657 -15 -4%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$18K – – –
ZB
134
Zions Bancorporation
Utah
$17K +$17.1K +391 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$15K -$122K -2,773 -89%
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
APA
137
American Portfolios Advisors
New York
$13.3K -$1.93K -44 -13%
DZ Bank
138
DZ Bank
Germany
$10.8K – – –
Steward Partners Investment Advisory
139
Steward Partners Investment Advisory
New York
$10K -$88 -2 -0.8%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$10K +$1.97K +45 +23%
RCA
141
Ranch Capital Advisors
Florida
$7K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$6K -$175 -4 -3%
Sowell Financial Services
143
Sowell Financial Services
Arkansas
$6K -$88 -2 -1%
MassMutual Private Wealth & Trust
144
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
BDWM
145
Brewin Dolphin Wealth Management
Ireland
$5.81K – – –
HCM
146
Highlander Capital Management
New Jersey
$5K – – –
Synovus Financial
147
Synovus Financial
Georgia
$5K +$131 +3 +2%
AIC
148
Ameritas Investment Company
Nebraska
$5K +$4.91K +112 New
KFI
149
Key Financial Inc
Pennsylvania
$4K +$4.38K +100 New
Bogart Wealth LLC
150
Bogart Wealth LLC
Virginia
$3K – – –