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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
601
InceptionR
California
$258K +$237K +2,045 New
RFC
602
Regions Financial Corp
Alabama
$257K -$2.78K -24 -1%
AW
603
Atlas Wealth
Ohio
$255K – – –
GWM
604
Geneos Wealth Management
Colorado
$254K -$38.9K -336 -14%
NFC
605
Northeast Financial Consultants
Connecticut
$253K – – –
BDA
606
Borer Denton & Associates
Pennsylvania
$253K – – –
RG
607
Rathbones Group
United Kingdom
$253K – – –
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$249K -$80.4K -694 -26%
BSW
609
Buckingham Strategic Wealth
Missouri
$247K -$5.91K -51 -3%
UCFA
610
United Capital Financial Advisors
Texas
$247K +$226K +1,953 New
NL
611
NWAM LLC
Washington
$247K +$226K +1,952 New
MIM
612
Morningstar Investment Management
Illinois
$244K +$6.49K +56 +3%
SP
613
Symmetry Partners
Connecticut
$243K – – –
CAM
614
Congress Asset Management
Massachusetts
$242K -$23.2K -200 -9%
KWM
615
Kingsview Wealth Management
Oregon
$242K -$26.9K -232 -11%
CIC
616
Carnegie Investment Counsel
Ohio
$240K -$17.4K -150 -7%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$239K -$2.2K -19 -1%
ICG
618
InterOcean Capital Group
Tennessee
$239K -$270K -2,331 -55%
BAM
619
Blueshift Asset Management
New Jersey
$238K -$155K -1,335 -42%
JC
620
Jentner Corp
Ohio
$237K +$217K +1,877 New
AWM
621
Apollon Wealth Management
South Carolina
$237K +$217K +1,875 New
OC
622
Oppenheimer & Co
New York
$235K -$3.01K -26 -1%
UB
623
UMB Bank
Missouri
$234K -$67.4K -582 -24%
BONH
624
Bank of New Hampshire
New Hampshire
$233K -$776K -6,700 -78%
GIA
625
Gateway Investment Advisers
Ohio
$232K -$7.88K -68 -4%
23 24
25
26 27