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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
501
Vise Technologies
New York
$378K +$342K +3,358 New
MSR
502
Main Street Research
Connecticut
$375K +$48.8K +479 +17%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$375K +$4.48K +44 +1%
SMC
504
Smith, Moore & Co
Missouri
$374K -$57.7K -566 -15%
ACP
505
Aviance Capital Partners
Florida
$372K – – –
RP
506
Rowlandmiller & Partners
Georgia
$372K +$204 +2 +0.1%
MSA
507
MUFG Securities Americas
New York
$361K +$26.5K +260 +9%
ACIM
508
Azimuth Capital Investment Management
Michigan
$360K – – –
OC
509
Oppenheimer & Co
New York
$359K +$325K +3,188 New
GI
510
GAMMA Investing
California
$357K +$92.2K +905 +40%
SF
511
Summit Financial
New Jersey
$355K -$10.8K -106 -3%
ISL
512
Ingalls & Snyder LLC
New York
$353K -$3.16K -31 -1%
MFA
513
Mayflower Financial Advisors
Massachusetts
$352K -$509 -5 -0.2%
PCMF
514
Private Capital Management (Florida)
Florida
$349K -$15.3K -150 -5%
NDSIB
515
North Dakota State Investment Board
North Dakota
$347K +$5.5K +54 +2%
DTL
516
Dynamic Technology Lab
Singapore
$343K -$1.86M -18,213 -86%
CA
517
CoreCap Advisors
Michigan
$342K -$1.32K -13 -0.4%
CG
518
Caprock Group
Idaho
$342K +$310K +3,039 New
EPW
519
Evolve Private Wealth
California
$340K +$308K +3,025 New
AT
520
Avalon Trust
New Mexico
$338K – – –
TCM
521
Traub Capital Management
Massachusetts
$334K +$15.3K +150 +5%
VSQM
522
V-Square Quantitative Management
Illinois
$325K – – –
OAM
523
Oxford Asset Management
United Kingdom
$322K +$292K +2,863 New
BWP
524
BSW Wealth Partners
Colorado
$322K -$46.6K -458 -14%
BFS
525
Bradley Foster & Sargent
Connecticut
$320K +$102 +1 +0%
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