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PJT Partners

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
201
Total Clarity Wealth Management
Illinois
$2K
VNA
202
Valley National Advisers
Pennsylvania
$2K
VRM
203
Vectors Research Management
New York
$2K
CA
204
CoreCap Advisors
Michigan
$2K +$1.67K +21 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$2K +$1.75K +22 New
MTWM
206
Masso Torrence Wealth Management
New Jersey
$2K +$2.47K +31 New
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K
SWA
208
Sutton Wealth Advisors
Florida
$1.26K
FCA
209
FinTrust Capital Advisors
South Carolina
$1K -$956 -12 -50%
HI
210
Harbour Investments
Wisconsin
$1K -$398 -5 -29%
AF
211
Advisornet Financial
Minnesota
$1K
AF
212
Allworth Financial
California
$1K
BDWM
213
Brewin Dolphin Wealth Management
Ireland
$1K
CAL
214
Capital Analysts LLC
Pennsylvania
$1K
FWM
215
Focused Wealth Management
New York
$1K
GWS
216
Glassman Wealth Services
Virginia
$1K
QCG
217
Quadrant Capital Group
Ohio
$1K
SWA
218
SOA Wealth Advisors
New York
$1K
AWM
219
Accel Wealth Management
Iowa
$1K +$80 +1 +10%
JWA
220
JFS Wealth Advisors
Pennsylvania
$1K +$239 +3 +25%
IFAM
221
Institutional & Family Asset Management
Colorado
$1K +$558 +7 +58%
FCFS
222
First Command Financial Services
Texas
$1K +$797 +10 New
LWA
223
Lenox Wealth Advisors
New York
$1K +$797 +10 New
LPP
224
Life Planning Partners
Florida
$1K +$797 +10 New
MFAM
225
Motley Fool Asset Management
Virginia
$1K +$956 +12 New