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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$8K
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$8K +$613 +8 New
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$7K
SWM
179
Spire Wealth Management
Virginia
$6K -$536 -7 -8%
PAI
180
Pittenger & Anderson Inc
Nebraska
$6K +$996 +13 +22%
WT
181
Whittier Trust
California
$5K
GWM
182
Geneos Wealth Management
Colorado
$4K
S
183
SignatureFD
Georgia
$4K +$766 +10 +25%
TWA
184
TCI Wealth Advisors
Arizona
$4K +$1.84K +24 +77%
BWA
185
BDO Wealth Advisors
Florida
$3K
Bessemer Group
186
Bessemer Group
New Jersey
$3K
CWP
187
Concord Wealth Partners
Virginia
$3K
GRP
188
Global Retirement Partners
California
$3K
HNB
189
Huntington National Bank
Ohio
$3K
LWANC
190
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
NSIM
191
North Star Investment Management
Illinois
$3K
CAGAS
192
Capital Advisory Group Advisory Services
Minnesota
$2K
CFB
193
Cullen/Frost Bankers
Texas
$2K
FCA
194
FinTrust Capital Advisors
South Carolina
$2K
FWM
195
Focused Wealth Management
New York
$2K
GLLW
196
Graves Light Lenhart Wealth
Virginia
$2K
JCM
197
Jacobi Capital Management
Pennsylvania
$2K
SIM
198
Sonora Investment Management
Arizona
$2K
VNA
199
Valley National Advisers
Pennsylvania
$2K
VRM
200
Vectors Research Management
New York
$2K