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JBGS

JBG SMITH

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mascoma Wealth Management
New Hampshire
$5K
NSIM
252
North Star Investment Management
Illinois
$5K
AOWM
253
Alpha Omega Wealth Management
Virginia
$4K
GWM
254
Geneos Wealth Management
Colorado
$4K
PCG
255
Private Capital Group
Connecticut
$4K
RWA
256
River Wealth Advisors
Pennsylvania
$4K
JFA
257
JNBA Financial Advisors
Minnesota
$4K +$3.75K +102 New
SWA
258
Sutton Wealth Advisors
Florida
$3.54K
FC
259
Ferris Capital
Massachusetts
$3K -$258 -7 -7%
EARNEST Partners
260
EARNEST Partners
Georgia
$3K
GAM
261
Gemmer Asset Management
California
$3K
PA
262
Parallel Advisors
California
$3K
VIA
263
Vantage Investment Advisors
Pennsylvania
$3K
RE
264
RBC Europe
United Kingdom
$2.95K
APP
265
Avantax Planning Partners
Iowa
$2K +$2.36K +64 New
HWA
266
Heritage Wealth Advisors
Virginia
$2K +$2.94K +80 New
TPWA
267
TRUE Private Wealth Advisors
Oregon
$1.73K +$1.73K +47 New
S
268
SignatureFD
Georgia
$1K -$294 -8 -21%
TFA
269
Transamerica Financial Advisors
Florida
$1K -$110 -3 -60%
ASN
270
Advisory Services Network
Georgia
$1K
BWM
271
Baystate Wealth Management
Massachusetts
$1K
DSC
272
Duncker Streett & Co
Missouri
$1K
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
SFSIG
274
San Francisco Sentry Investment Group
California
$1K
TFO
275
Tarbox Family Office
California
$1K