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J.M. Smucker

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
601
Phillips Wealth Planners
Mississippi
$279K +$27.1K +191 +8%
IWC
602
Integrated Wealth Concepts
Massachusetts
$278K -$2.98K -21 -0.9%
CTA
603
Colonial Trust Advisors
South Carolina
$277K +$142 +1 +0%
SHFA
604
SS&H Financial Advisors
Michigan
$277K +$320K +2,250 New
RPC
605
Rossmore Private Capital
Connecticut
$277K – – –
RGC
606
Roberts, Glore & Co
Illinois
$276K -$43.3K -305 -12%
MA
607
Mutual Advisors
Nebraska
$275K -$783K -5,514 -71%
VSQM
608
V-Square Quantitative Management
Illinois
$275K +$185K +1,302 +139%
BRWA
609
B. Riley Wealth Advisors
Florida
$274K -$18.5K -130 -6%
IWM
610
Integris Wealth Management
California
$270K – – –
SAM
611
Shell Asset Management
Netherlands
$268K +$13.2K +93 +4%
BAM
612
Belpointe Asset Management
Nevada
$267K +$112K +788 +57%
NW
613
NewEdge Wealth
Pennsylvania
$266K +$307K +2,163 New
SAM
614
Strategy Asset Managers
California
$266K -$1.28K -9 -0.4%
KWM
615
Kingsview Wealth Management
Oregon
$264K +$31.7K +223 +12%
CAM
616
Congress Asset Management
Massachusetts
$260K +$78.4K +552 +35%
FCI
617
Financial Counselors Inc
Kansas
$259K +$11.9K +84 +4%
MFC
618
Mechanics Financial Corp
Ohio
$258K – – –
LCM
619
Laurion Capital Management
New York
$256K +$296K +2,083 New
Nomura Holdings
620
Nomura Holdings
Japan
$255K -$808K -5,688 -73%
KA
621
Kintegral Advisory
New York
$255K -$142 -1 -0%
BBHC
622
Brown Brothers Harriman & Co
New York
$255K +$141K +995 +92%
AW
623
Atlas Wealth
Ohio
$255K – – –
HH
624
Hilltop Holdings
Texas
$255K -$5.4K -38 -2%
MWM
625
Meridian Wealth Management
Kentucky
$254K -$2.27K -16 -0.8%