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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
151
Valley National Advisers
Pennsylvania
$8K -$48 -1 -0.6%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$8K +$7.23K +150 New
RE
153
RBC Europe
United Kingdom
$7.32K
AIM
154
Advantage Investment Management
Iowa
$7K
LFA
155
Legacy Financial Advisors
Kentucky
$7K
APP
156
Avantax Planning Partners
Iowa
$6K +$5.64K +117 New
BAM
157
Bruderman Asset Management
New York
$6K +$6.03K +125 New
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$5K -$145 -3 -3%
PCP
159
Proficio Capital Partners
Massachusetts
$5K
ClearBridge Investments
160
ClearBridge Investments
New York
$4K
MCA
161
Mercer Capital Advisers
New Jersey
$4K
Federated Hermes
162
Federated Hermes
Pennsylvania
$4K +$193 +4 +6%
FCAG
163
First Capital Advisors Group
New Jersey
$4K +$3.37K +70 New
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$4K +$3.76K +78 New
SEI Investments
165
SEI Investments
Pennsylvania
$3K -$289 -6 -11%
AWA
166
Acorn Wealth Advisors
Michigan
$3K
CFD
167
Creative Financial Designs
Indiana
$3K
FIB
168
First Interstate Bank
Montana
$3K
IP
169
Intellectus Partners
California
$3K
WT
170
Whittier Trust
California
$3K
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$241 -5 -13%
FWM
172
Focused Wealth Management
New York
$2K -$48 -1 -3%
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$2K
BWP
174
Baldwin Wealth Partners
Massachusetts
$2K
BWA
175
BDO Wealth Advisors
Florida
$2K