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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
151
BDO Wealth Advisors
Florida
$3K
ClearBridge Investments
152
ClearBridge Investments
New York
$3K
FIB
153
First Interstate Bank
Montana
$3K
MCA
154
Mercer Capital Advisers
New Jersey
$3K
SMFS
155
Squar Milner Financial Services
California
$3K
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$2.44K +$2.83K +63 New
RCAG
157
Rehmann Capital Advisory Group
Michigan
$2.25K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.13K -$269 -6 -10%
WEC
159
Winslow Evans & Crocker
Massachusetts
$2K -$13.5K -300 -97%
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$2K -$269 -6 -8%
CFD
161
Creative Financial Designs
Indiana
$2K
HNB
162
Huntington National Bank
Ohio
$2K
IFAM
163
Institutional & Family Asset Management
Colorado
$2K
MCM
164
Manchester Capital Management
Vermont
$2K
TFS
165
TrustCore Financial Services
Tennessee
$2K
WT
166
Whittier Trust
California
$2K
FCA
167
FinTrust Capital Advisors
South Carolina
$2K +$1.84K +41 New
AWMF
168
Arbor Wealth Management (Florida)
Florida
$2K +$2.11K +47 New
JCM
169
Jacobi Capital Management
Pennsylvania
$1K -$1.12K -25 -58%
NFG
170
Next Financial Group
Texas
$1K -$942 -21 -47%
AF
171
Advisornet Financial
Minnesota
$1K
AWMS
172
Advocacy Wealth Management Services
Georgia
$1K
Ameriprise
173
Ameriprise
Minnesota
$1K
AAP
174
Arax Advisory Partners
Colorado
$1K
CWA
175
Clarus Wealth Advisors
Arizona
$1K