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JBGS

JBG SMITH
JBGS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
201
SignatureFD
Georgia
$12K +$634 +20 +6%
TIM
202
Tortoise Investment Management
New York
$11K – – –
WT
203
Whittier Trust
California
$11K – – –
AWA
204
Arkadios Wealth Advisors
Georgia
$9K +$4.34K +137 +86%
JWM
205
Janiczek Wealth Management
Colorado
$8K – – –
EWM
206
Edge Wealth Management
New York
$7K – – –
BC
207
Bartlett & Co
Ohio
$4K – – –
PCG
208
Private Capital Group
Connecticut
$4K – – –
QCG
209
Quadrant Capital Group
Ohio
$4K +$3.36K +106 +883%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$3.66K – – –
CFGS
211
Concourse Financial Group Securities
Alabama
$3K -$1.39K -44 -30%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$3K +$475 +15 +21%
BCA
213
Berman Capital Advisors
Georgia
$3K +$1.65K +52 +72%
AWC
214
Abundance Wealth Counselors
Pennsylvania
$3K +$3.17K +100 New
SWA
215
Sutton Wealth Advisors
Florida
$2.89K – – –
CHA
216
Carmichael Hill & Associates
Maryland
$2K – – –
TWA
217
TCI Wealth Advisors
Arizona
$2K +$2.44K +77 New
AWM
218
Avior Wealth Management
Nebraska
$1K – – –
CCA
219
Column Capital Advisors
Indiana
$1K – – –
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$1K – – –
ZB
221
Zions Bancorporation
Utah
$1K – – –
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1K +$570 +18 New
LC
223
Lindbrook Capital
California
$1K +$602 +19 +86%
MWP
224
Meridian Wealth Partners
Pennsylvania
$1K +$792 +25 New
HI
225
Harbour Investments
Wisconsin
$1K +$1.17K +37 New
7 8
9
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