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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$423K +$70K +661 +19%
AWM
452
AE Wealth Management
Kansas
$418K +$87.2K +824 +26%
UFG
453
United Fire Group
Iowa
$417K – – –
KWM
454
Kingsview Wealth Management
Oregon
$416K +$151K +1,422 +55%
SA
455
SL Advisors
New Jersey
$409K -$2.44K -23 -0.6%
HAIM
456
Hunter Associates Investment Management
Pennsylvania
$404K -$317K -2,995 -44%
LCM
457
Landscape Capital Management
New Jersey
$402K -$62.9K -594 -13%
SW
458
SVB Wealth
Massachusetts
$401K -$141K -1,336 -26%
CIA
459
CSat Investment Advisory
Michigan
$399K +$68.2K +644 +20%
ACM
460
Alethea Capital Management
Washington
$397K – – –
TRAM
461
Tuscan Ridge Asset Management
Illinois
$396K +$402K +3,800 New
UB
462
UMB Bank
Missouri
$395K – – –
PIA
463
Piedmont Investment Advisors
North Carolina
$387K +$37K +350 +10%
WJWM
464
Williams Jones Wealth Management
New York
$385K +$7.94K +75 +2%
RMDI
465
R.M. Davis Inc
Maine
$384K -$23.9K -226 -6%
CIM
466
CIM Investment Management
Pennsylvania
$378K – – –
ISL
467
Ingalls & Snyder LLC
New York
$374K -$6.03K -57 -2%
PSC
468
Prentiss Smith & Co
Vermont
$372K – – –
MSR
469
Main Street Research
Connecticut
$369K – – –
ALAM
470
Asahi Life Asset Management
Japan
$360K +$366K +3,460 New
RA
471
RFG Advisory
Alabama
$356K +$362K +3,422 New
PP
472
PDT Partners
New York
$354K +$360K +3,400 New
RFC
473
Regions Financial Corp
Alabama
$347K -$301K -2,842 -46%
CPIA
474
Cornell Pochily Investment Advisors
New York
$347K -$24.9K -235 -7%
NIM
475
NuWave Investment Management
New Jersey
$345K +$330K +3,121 +1,660%
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