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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
201
Capital Advisory Group Advisory Services
Minnesota
$3K
GRP
202
Global Retirement Partners
California
$3K
HNB
203
Huntington National Bank
Ohio
$3K
MCM
204
Manchester Capital Management
Vermont
$3K
ICP
205
Interchange Capital Partners
Pennsylvania
$3K +$2.89K +41 New
GWM
206
Geneos Wealth Management
Colorado
$2K -$45.8K -650 -94%
IFAM
207
Institutional & Family Asset Management
Colorado
$2K -$70 -1 -3%
BWA
208
BDO Wealth Advisors
Florida
$2K
FCA
209
FinTrust Capital Advisors
South Carolina
$2K
IA
210
IFP Advisors
Florida
$2K
SIM
211
Sonora Investment Management
Arizona
$2K
VFA
212
Valeo Financial Advisors
Indiana
$2K
VNA
213
Valley National Advisers
Pennsylvania
$2K
GLLW
214
Graves Light Lenhart Wealth
Virginia
$2K +$1.55K +22 New
VRM
215
Vectors Research Management
New York
$2K +$1.76K +25 New
DWP
216
Destiny Wealth Partners
Florida
$2K +$2.18K +31 New
CWP
217
Concord Wealth Partners
Virginia
$2K +$2.25K +32 New
RE
218
RBC Europe
United Kingdom
$1.58K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28K
SWA
220
Sutton Wealth Advisors
Florida
$1.28K
AF
221
Advisornet Financial
Minnesota
$1K
AF
222
Allworth Financial
California
$1K
FWM
223
Focused Wealth Management
New York
$1K
JWA
224
JFS Wealth Advisors
Pennsylvania
$1K
AWM
225
Accel Wealth Management
Iowa
$1K +$704 +10 New