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JBGS

JBG SMITH

Name Holding Trade Value Shares
Change
Change in
Stake
NPP
201
New Potomac Partners
Maryland
$26K – – –
GWS
202
Glassman Wealth Services
Virginia
$24K – – –
US Bancorp
203
US Bancorp
Minnesota
$23K -$10.7K -345 -31%
BBHC
204
Brown Brothers Harriman & Co
New York
$23K -$1.67K -54 -6%
LB
205
Legacy Bridge
Iowa
$22K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
Fidelity Investments
207
Fidelity Investments
Massachusetts
$18K -$16.2K -524 -46%
Bessemer Group
208
Bessemer Group
New Jersey
$17K +$3.69K +119 +26%
AWA
209
Arkadios Wealth Advisors
Georgia
$16.6K +$17.6K +568 New
AWM
210
AllSquare Wealth Management
New York
$16K – – –
PA
211
Parallel Advisors
California
$15K +$4.4K +142 +37%
CIA
212
CSat Investment Advisory
Michigan
$13K +$3.16K +102 +31%
TIM
213
Tortoise Investment Management
New York
$10K – – –
LC
214
Lindbrook Capital
California
$9K -$2.45K -79 -21%
S
215
SignatureFD
Georgia
$9K +$3.81K +123 +68%
CCM
216
Covington Capital Management
California
$8K – – –
EWM
217
Edge Wealth Management
New York
$7K – – –
HWA
218
Heritage Wealth Advisors
Virginia
$6.8K – – –
BCA
219
Berman Capital Advisors
Georgia
$6K +$6.91K +223 +3,717%
PCG
220
Private Capital Group
Connecticut
$4K – – –
WT
221
Whittier Trust
California
$3K -$7.99K -258 -75%
PA
222
Procyon Advisors
Connecticut
$3K +$682 +22 +32%
SWA
223
Sutton Wealth Advisors
Florida
$2.78K – – –
AIM
224
Anchor Investment Management
South Carolina
$2.51K – – –
Group One Trading
225
Group One Trading
Illinois
$2K -$24.1K -778 -92%