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JBGS

JBG SMITH

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$27K
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$27K +$4.36K +132 +20%
Victory Capital Management
203
Victory Capital Management
Texas
$26K
PFA
204
Pathway Financial Advisors
Vermont
$24K +$23.2K +702 New
EAM
205
Exane Asset Management
France
$23.3K
PGA
206
Premia Global Advisors
Florida
$23K +$22.4K +677 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$21K -$4.26K -129 -18%
MA
208
MUFG Americas
New York
$19K +$18.1K +547 New
AWM
209
AllSquare Wealth Management
New York
$18K
SSB
210
Sandy Spring Bank
Maryland
$17K
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$14K -$9.41K -285 -42%
FFW
212
Fusion Family Wealth
New York
$13K +$12.4K +375 New
WT
213
Whittier Trust
California
$12K
TIM
214
Tortoise Investment Management
New York
$12K +$11.3K +341 New
HNB
215
Huntington National Bank
Ohio
$11K +$10.9K +329 New
Bessemer Group
216
Bessemer Group
New Jersey
$11K +$11.1K +337 New
AIL
217
AGF Investments LLC
Ontario, Canada
$9K
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$9K +$8.26K +250 New
EWM
219
Edge Wealth Management
New York
$8K
FGC
220
Financial Gravity Companies
Texas
$8K +$7.96K +241 New
AIM
221
Anchor Investment Management
South Carolina
$7.67K
FANJ
222
Financial Architects (New Jersey)
New Jersey
$6K
VFA
223
Virtus Fund Advisers
Connecticut
$6K
WCM
224
Whitener Capital Management
North Carolina
$6K +$5.78K +175 New
CCM
225
Cribstone Capital Management
Maine
$5K