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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
451
Forza Wealth Management
Florida
$773K +$727K +4,880 New
DT
452
Diversified Trust
Tennessee
$773K -$171K -1,149 -19%
SBH
453
Segall Bryant & Hamill
Illinois
$773K -$37.2K -250 -5%
SWP
454
Stratos Wealth Partners
Ohio
$768K +$52.1K +350 +8%
HL
455
HeadInvest LLC
Maine
$761K – – –
AG
456
AIA Group
Hong Kong
$756K +$275K +1,848 +63%
ETC
457
Exchange Traded Concepts
Oklahoma
$754K +$2.98K +20 +0.4%
PAM
458
Palisade Asset Management
Minnesota
$732K +$48.4K +325 +8%
IA
459
IFG Advisory
Georgia
$731K -$25.6K -172 -4%
SIA
460
Schechter Investment Advisors
Michigan
$728K -$22.8K -153 -3%
TCOV
461
Trust Company of Vermont
Vermont
$728K -$5.36K -36 -0.8%
SMC
462
Smith, Moore & Co
Missouri
$726K -$11.2K -75 -2%
NICM
463
Neo Ivy Capital Management
New York
$723K +$679K +4,560 New
BCM
464
Becker Capital Management
Oregon
$720K -$21.3K -143 -3%
BFM
465
Boothbay Fund Management
New York
$710K +$667K +4,478 New
CAM
466
Congress Asset Management
Massachusetts
$700K – – –
BFG
467
Beacon Financial Group
Texas
$692K +$7.45K +50 +1%
BBA
468
Baader Bank Aktiengesellschaft
Germany
$689K +$648K +4,350 New
PCA
469
Peddock Capital Advisors
Massachusetts
$677K +$32K +215 +5%
SVWAG
470
Sound View Wealth Advisors Group
Georgia
$667K +$787K +5,281 New
BPA
471
Beacon Pointe Advisors
California
$661K +$61.2K +411 +11%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$660K +$2.53K +17 +0.4%
DI
473
DFPG Investments
Utah
$658K +$621K +4,170 New
MCC
474
Money Concepts Capital
Florida
$654K +$152K +1,020 +33%
SW
475
SVB Wealth
Massachusetts
$640K -$34.7K -233 -5%
17 18
19
20 21