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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
576
Concourse Financial Group Securities
Alabama
$232K +$8.99K +86 +5%
TU
577
TDAM USA
Ontario, Canada
$231K -$19.9K -190 -9%
WAM
578
Wealthspire Advisors (Maryland)
Maryland
$230K -$314 -3 -0.2%
JFA
579
Johanson Financial Advisors
California
$230K +$206K +1,975 New
MWM
580
Mission Wealth Management
California
$228K +$204K +1,956 New
TC
581
Trilogy Capital
California
$224K +$201K +1,922 New
CC
582
ClearArc Capital
Ohio
$224K +$201K +1,923 New
PG
583
Pendal Group
Australia
$223K -$3.35K -32 -2%
AC
584
Avestar Capital
New York
$221K +$11K +105 +5%
SSWM
585
Smith Salley Wealth Management
North Carolina
$221K +$198K +1,899 New
RIM
586
Rampart Investment Management
Connecticut
$220K +$69.7K +667 +55%
PTC
587
Private Trust Company
Ohio
$218K -$65.4K -626 -25%
CT
588
Coastline Trust
Rhode Island
$217K +$194K +1,860 New
RWA
589
Ropes Wealth Advisors
Massachusetts
$214K +$151K +1,441 +360%
RHAM
590
Round Hill Asset Management
California
$214K +$192K +1,836 New
WIP
591
Wellesley Investment Partners
Massachusetts
$214K +$192K +1,837 New
CIAS
592
Capital Investment Advisory Services
North Carolina
$213K -$1.46K -14 -0.8%
PA
593
Profund Advisors
Maryland
$213K +$191K +1,827 New
PHK
594
Point72 Hong Kong
Hong Kong
$212K +$190K +1,819 New
BWAM
595
Boyd Watterson Asset Management
Ohio
$211K -$36.1K -345 -16%
AWCI
596
Alpine Woods Capital Investors
New York
$211K +$190K +1,815 New
DC
597
Diametric Capital
Massachusetts
$209K -$332K -3,177 -64%
ABP
598
Arthur B. Page
$207K -$107K -1,024 -37%
MWP
599
Moller Wealth Partners
$207K +$186K +1,778 New
BF
600
BOK Financial
Oklahoma
$205K +$184K +1,758 New
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