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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
201
Total Clarity Wealth Management
Illinois
$2K +$1.99K +26 New
DWP
202
Destiny Wealth Partners
Florida
$2K +$2.38K +31 New
JEST
203
JTC Employer Solutions Trustee
Jersey
$2K +$2.38K +31 New
RE
204
RBC Europe
United Kingdom
$1.66K – – –
BDWM
205
Brewin Dolphin Wealth Management
Ireland
$1.34K -$2.53K -33 -66%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34K – – –
SWA
207
Sutton Wealth Advisors
Florida
$1.34K – – –
HI
208
Harbour Investments
Wisconsin
$1K -$43.5K -567 -97%
IFAM
209
Institutional & Family Asset Management
Colorado
$1K -$690 -9 -43%
AWM
210
Accel Wealth Management
Iowa
$1K – – –
AF
211
Advisornet Financial
Minnesota
$1K – – –
AF
212
Allworth Financial
California
$1K – – –
CAL
213
Capital Analysts LLC
Pennsylvania
$1K – – –
JWA
214
JFS Wealth Advisors
Pennsylvania
$1K – – –
SWA
215
SOA Wealth Advisors
New York
$1K – – –
GWS
216
Glassman Wealth Services
Virginia
$1K +$690 +9 New
QCG
217
Quadrant Capital Group
Ohio
$1K +$1.15K +15 New
PMFA
218
Plante Moran Financial Advisors
Michigan
$1K +$1.38K +18 New
KFS
219
Kelly Financial Services
Massachusetts
$475 – – –
GFPC
220
Global Financial Private Client
Florida
$79 – – –
WIM
221
Westside Investment Management
California
$18 – – –
HIM
222
Hillsdale Investment Management
Ontario, Canada
– -$3.74M -52,350 Closed
APP
223
Alpha Paradigm Partners
Illinois
– -$1.32M -18,470 Closed
D.E. Shaw & Co
224
D.E. Shaw & Co
New York
– -$1.31M -18,387 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$1.25M -17,446 Closed