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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
151
QCI Asset Management
New York
$1K – – –
RIM
152
Ranger International Management
Illinois
$1K – – –
RBC
153
Roble Belko & Company
Pennsylvania
$1K – – –
RCG
154
Ruggie Capital Group
Florida
$1K – – –
OFW
155
Omnia Family Wealth
Florida
$1K +$719 +25 New
PMFA
156
Plante Moran Financial Advisors
Michigan
$1K +$719 +25 +417%
AAP
157
Arax Advisory Partners
Colorado
$1K +$1.01K +35 New
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$988 +$920 +32 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$834 -$58 -2 -7%
WIM
160
Westside Investment Management
California
$778 +$719 +25 New
SIM
161
Sonora Investment Management
Arizona
$772 – – –
FAN
162
Financial Advisors Network
California
$634 +$575 +20 New
SWA
163
Sutton Wealth Advisors
Florida
$525 – – –
GEA
164
Glen Eagle Advisors
New Jersey
$309 +$288 +10 New
JGC
165
J. Goldman & Co
New York
– -$1.25M -45,669 Closed
JAM
166
JW Asset Management
Florida
– -$409K -15,000 Closed
Dimensional Fund Advisors
167
Dimensional Fund Advisors
Texas
– -$225K -8,265 Closed
LAM
168
Lebenthal Asset Management
New York
– -$27K -1,005 Closed
MWP
169
MYCIO Wealth Partners
Pennsylvania
– -$17K -634 Closed
FPB
170
First PREMIER Bank
South Dakota
– -$10K -366 Closed
Credit Agricole
171
Credit Agricole
France
– -$8K -300 Closed
PWM
172
Perigon Wealth Management
California
– -$4K -146 Closed
FNBSF
173
First National Bank Sioux Falls
South Dakota
– -$3K -114 Closed
SNT
174
Security National Trust
West Virginia
– -$1K -28 Closed
EWM
175
Evercore Wealth Management
New York
– -$690 -24 -56%