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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
176
Legato Capital Management
California
$518K +$101K +659 +25%
US Bancorp
177
US Bancorp
Minnesota
$515K -$589K -3,860 -54%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$505K +$72.7K +477 +17%
IFG
179
Independent Financial Group
California
$501K +$140K +920 +41%
ASN
180
Advisory Services Network
Georgia
$489K -$3.35K -22 -0.7%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$481K -$15.7K -103 -3%
SWM
182
SeaCrest Wealth Management
New York
$438K
AWAU
183
Alliance Wealth Advisors (Utah)
Utah
$435K +$420K +2,757 New
AI
184
Atria Investments
North Carolina
$425K +$19.7K +129 +5%
UBV
185
United Bank (Virginia)
Virginia
$422K
AG
186
Algert Global
California
$405K +$392K +2,567 New
Brown Advisory
187
Brown Advisory
Maryland
$399K +$386K +2,530 New
TCM
188
Teza Capital Management
Illinois
$391K -$118K -772 -24%
AWA
189
Amplius Wealth Advisors
Pennsylvania
$382K
AIP
190
Ameritas Investment Partners
Nebraska
$377K
ONB
191
Old National Bancorp
Indiana
$377K +$74.3K +487 +26%
SA
192
Sanctuary Advisors
Indiana
$375K +$9.91K +65 +3%
BCM
193
Bayesian Capital Management
New York
$356K +$344K +2,254 New
M&T Bank
194
M&T Bank
New York
$351K +$610 +4 +0.2%
PAG
195
Private Advisor Group
New Jersey
$348K +$1.07K +7 +0.3%
CWM
196
CIBC World Markets
New York
$344K +$332K +2,180 New
LTAS
197
Linden Thomas Advisory Services
North Carolina
$344K +$57.3K +376 +21%
ECM
198
Everence Capital Management
Indiana
$342K -$33.6K -220 -9%
PI
199
PineBridge Investments
New York
$328K +$317K +2,077 New
NI
200
NDVR Inc
Massachusetts
$324K +$17.7K +116 +6%