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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
601
Rathbones Group
United Kingdom
$252K – – –
WI
602
Wahed Invest
New York
$250K +$30.4K +240 +14%
SC
603
Savant Capital
Illinois
$249K +$250K +1,976 New
MIM
604
Morningstar Investment Management
Illinois
$243K – – –
SP
605
Symmetry Partners
Connecticut
$243K – – –
CFB
606
Cullen/Frost Bankers
Texas
$242K -$579K -4,575 -70%
CAM
607
Congress Asset Management
Massachusetts
$241K – – –
OC
608
Oppenheimer & Co
New York
$241K +$7.22K +57 +3%
PFPT
609
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K -$19.8K -156 -8%
CCG
610
Cypress Capital Group
Florida
$239K +$15.8K +125 +7%
JC
611
Jentner Corp
Ohio
$238K +$1.77K +14 +0.7%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$235K -$12.9K -102 -5%
SB
613
Strategic Blueprint
Georgia
$234K +$3.54K +28 +2%
WFI
614
West Family Investments
California
$234K +$235K +1,858 New
PI
615
PFG Investments
New York
$233K +$234K +1,850 New
KWM
616
KFG Wealth Management
Indiana
$233K +$234K +1,850 New
KWM
617
Kingsview Wealth Management
Oregon
$232K -$9.24K -73 -4%
WG
618
Wealth Group
North Carolina
$231K +$232K +1,832 New
GIA
619
Gateway Investment Advisers
Ohio
$230K -$1.27K -10 -0.5%
BSW
620
Buckingham Strategic Wealth
Missouri
$230K -$16.6K -131 -7%
PMAM
621
Penn Mutual Asset Management
Pennsylvania
$230K – – –
UCFA
622
United Capital Financial Advisors
Texas
$229K -$16.7K -132 -7%
SCM
623
Schnieders Capital Management
California
$229K -$190K -1,503 -45%
TWP
624
Tyche Wealth Partners
Texas
$229K +$127 +1 +0.1%
NL
625
NWAM LLC
Washington
$228K +$6.96K +55 +3%
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