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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Coastline Trust
Rhode Island
$242K – – –
KBFS
577
Kohmann Bosshard Financial Services
Ohio
$242K +$17.3K +153 +7%
CL
578
Choreo LLC
Illinois
$241K +$248K +2,188 New
FAM
579
Formidable Asset Management
Ohio
$241K -$1.58K -14 -0.6%
CPIA
580
Cornell Pochily Investment Advisors
New York
$241K -$14.9K -132 -6%
IWM
581
Integris Wealth Management
California
$240K – – –
GC
582
Gratus Capital
Georgia
$236K +$6.22K +55 +3%
SWP
583
Significant Wealth Partners
Illinois
$234K +$243K +2,150 New
CTA
584
Colonial Trust Advisors
South Carolina
$234K -$113 -1 -0%
RMDI
585
R.M. Davis Inc
Maine
$232K -$24K -212 -9%
MGIA
586
Moneta Group Investment Advisors
Missouri
$231K -$4.98K -44 -2%
LIM
587
Letson Investment Management
Georgia
$231K – – –
RGC
588
Roberts, Glore & Co
Illinois
$230K +$2.26K +20 +1%
FNT
589
First National Trust
Pennsylvania
$229K +$2.83K +25 +1%
MFC
590
Mechanics Financial Corp
Ohio
$229K – – –
CSPIA
591
Cary Street Partners Investment Advisory
Virginia
$229K +$26K +230 +12%
SAG
592
SageView Advisory Group
California
$226K +$235K +2,077 New
FFM
593
Forum Financial Management
Illinois
$225K – – –
TC
594
TownSquare Capital
Utah
$225K +$233K +2,060 New
KWM
595
KFG Wealth Management
Indiana
$224K +$22.6K +200 +11%
SG
596
StoneX Group
New York
$222K -$29.4K -260 -11%
BA
597
Bristlecone Advisors
Washington
$220K -$12.7K -112 -5%
BDA
598
Borer Denton & Associates
Pennsylvania
$218K – – –
NFC
599
Northeast Financial Consultants
Connecticut
$218K – – –
RG
600
Rathbones Group
United Kingdom
$218K – – –
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