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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SeaCrest Wealth Management
New York
$370K -$43.4K -355 -11%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$365K -$277K -2,263 -45%
GWM
178
Gibbs Wealth Management
Georgia
$360K +$46.9K +384 +17%
SA
179
Sanctuary Advisors
Indiana
$360K -$53.4K -437 -17%
UBV
180
United Bank (Virginia)
Virginia
$357K
LCM
181
Legato Capital Management
California
$350K -$491K -4,015 -60%
AI
182
Atria Investments
North Carolina
$342K +$17.4K +142 +6%
SG Americas Securities
183
SG Americas Securities
New York
$337K +$130K +1,066 +73%
ASN
184
Advisory Services Network
Georgia
$337K
NG
185
Norden Group
Utah
$328K +$301K +2,461 New
AWA
186
Amplius Wealth Advisors
Pennsylvania
$323K
ECM
187
Everence Capital Management
Indiana
$319K +$25.7K +210 +10%
AIP
188
Ameritas Investment Partners
Nebraska
$319K +$9.65K +79 +3%
Cerity Partners
189
Cerity Partners
New York
$312K +$17.6K +144 +7%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$312K +$265K +2,168 New
BWP
191
Baldwin Wealth Partners
Massachusetts
$311K +$285K +2,333 +116,650%
OR
192
Olympiad Research
Connecticut
$310K +$284K +2,326 New
IFG
193
Independent Financial Group
California
$301K +$276K +2,257 New
I
194
InceptionR
California
$298K +$28K +229 +11%
M&T Bank
195
M&T Bank
New York
$296K +$9.16K +75 +3%
IFU
196
iSAM Funds (UK)
United Kingdom
$295K +$271K +2,216 New
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$294K +$269K +2,205 New
PAG
198
Private Advisor Group
New Jersey
$293K +$269K +2,198 New
TRCT
199
Tower Research Capital (TRC)
New York
$263K -$343K -2,809 -59%
EC
200
EntryPoint Capital
New York
$262K +$130K +1,065 +118%