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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$320K +$29.4K +216 +10%
GC
577
Gratus Capital
Georgia
$318K +$26.6K +195 +9%
MFC
578
Mechanics Financial Corp
Ohio
$316K – – –
MLL
579
Moody Lynn & Lieberson
Massachusetts
$315K – – –
CTA
580
Colonial Trust Advisors
South Carolina
$312K +$15.5K +114 +5%
TCM
581
Telos Capital Management
California
$310K +$3.81K +28 +1%
HWM
582
HB Wealth Management
Georgia
$309K -$106K -780 -26%
PJSIMP
583
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K – – –
RG
584
Rathbones Group
United Kingdom
$309K – – –
WSCM
585
Wellington Shields Capital Management
New York
$309K +$307K +2,250 New
BCM
586
Brookstone Capital Management
Illinois
$302K -$15.1K -111 -5%
CW
587
CreativeOne Wealth
Kansas
$301K +$5.59K +41 +2%
WPW
588
Warther Private Wealth
Ohio
$300K -$17.6K -129 -6%
RIG
589
Roosevelt Investment Group
New York
$300K +$8.72K +64 +3%
HCM
590
Hengehold Capital Management
Ohio
$297K -$6.95K -51 -2%
RPC
591
Rossmore Private Capital
Connecticut
$295K +$27.3K +200 +10%
CIC
592
Carnegie Investment Counsel
Ohio
$294K -$77K -565 -21%
AF
593
Allworth Financial
California
$294K +$14.4K +106 +5%
BMSSC
594
B. Metzler seel. Sohn & Co
Germany
$293K +$12K +88 +4%
SC
595
SouthState Corp
Florida
$288K – – –
CCA
596
Checchi Capital Advisers
California
$288K +$7.63K +56 +3%
FNT
597
First National Trust
Pennsylvania
$286K – – –
JG
598
Jefferies Group
New York
$286K -$1.31M -9,626 -82%
MWM
599
Meridian Wealth Management
Kentucky
$284K – – –
SIA
600
Soltis Investment Advisors
Utah
$284K – – –
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