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JBGS

JBG SMITH
JBGS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
226
Tortoise Investment Management
New York
$13K – – –
WT
227
Whittier Trust
California
$13K – – –
TFA
228
Toth Financial Advisory
Virginia
$12K -$17.6K -429 -58%
SF
229
Synovus Financial
Georgia
$12K – – –
NIT
230
NumerixS Investment Technologies
British Columbia, Canada
$12K +$12.3K +300 New
QAM
231
QCI Asset Management
New York
$10K – – –
WCM
232
Whitener Capital Management
North Carolina
$10K – – –
MAM
233
Meeder Asset Management
Ohio
$10K +$10.7K +261 New
EWM
234
Edge Wealth Management
New York
$9K – – –
CCA
235
Catalyst Capital Advisors
New York
$9K +$2.47K +60 +34%
AIM
236
Anchor Investment Management
South Carolina
$8.69K – – –
CFGS
237
Concourse Financial Group Securities
Alabama
$8K – – –
VCM
238
Vigilant Capital Management
Maine
$8K – – –
CIA
239
CSat Investment Advisory
Michigan
$8K +$8.27K +201 New
PCP
240
Proficio Capital Partners
Massachusetts
$7K – – –
BFEC
241
Benjamin F. Edwards & Company
Missouri
$7K +$6.95K +169 New
CCM
242
Cribstone Capital Management
Maine
$6K – – –
PHK
243
Point72 Hong Kong
Hong Kong
$6K +$6.46K +157 New
PCG
244
Private Capital Group
Connecticut
$5K -$329 -8 -6%
CFN
245
Cordasco Financial Network
Florida
$5K – – –
MWM
246
Mascoma Wealth Management
New Hampshire
$5K – – –
GAM
247
Gemmer Asset Management
California
$4K – – –
NFG
248
Next Financial Group
Texas
$4K +$4.11K +100 New
SWA
249
Sutton Wealth Advisors
Florida
$3.78K – – –
HWA
250
Heritage Wealth Advisors
Virginia
$3.15K – – –
8 9
10
11 12