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J.M. Smucker

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
601
Delta Asset Management
Tennessee
$215K – – –
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$215K – – –
PWM
603
Perigon Wealth Management
California
$215K – – –
RG
604
Rathbones Group
United Kingdom
$215K – – –
IIM
605
Intact Investment Management
Quebec, Canada
$215K +$225K +2,000 New
NFC
606
Northeast Financial Consultants
Connecticut
$214K – – –
CNBT
607
Canandaigua National Bank & Trust
New York
$214K +$10.4K +93 +5%
DBRC
608
D.B. Root & Company
Pennsylvania
$212K +$221K +1,971 New
PFS
609
Physicians Financial Services
North Carolina
$211K +$221K +1,965 New
MWM
610
Mission Wealth Management
California
$210K -$24.8K -221 -10%
ATC
611
Adirondack Trust Company
New York
$207K – – –
TA
612
Tiedemann Advisors
New York
$207K +$216K +1,925 New
Qube Research & Technologies (QRT)
613
Qube Research & Technologies (QRT)
United Kingdom
$207K +$216K +1,928 New
SSWM
614
Smith Salley Wealth Management
North Carolina
$205K +$1.01K +9 +0.5%
FA
615
FMA Advisory
Pennsylvania
$204K +$561 +5 +0.3%
CB
616
Chemical Bank
Michigan
$202K – – –
TRCT
617
Tower Research Capital (TRC)
New York
$202K +$211K +1,877 New
CG
618
Cutler Group
California
$200K +$118K +1,053 +130%
AC
619
Avestar Capital
New York
$199K +$6.29K +56 +3%
IUHSA
620
Itau Unibanco Holding S.A.
Brazil
$194K +$203K +1,805 New
LS
621
Livforsakringsbolaget Skandia
Sweden
$184K – – –
ICM
622
IMS Capital Management
Oregon
$181K +$189K +1,683 New
SMFS
623
Squar Milner Financial Services
California
$160K +$167K +1,484 New
SIA
624
Sit Investment Associates
Minnesota
$159K +$47.7K +425 +40%
Canada Pension Plan Investment Board
625
Canada Pension Plan Investment Board
Ontario, Canada
$158K -$11.1M -98,750 -99%