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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.6K – – –
IA
602
IFP Advisors
Florida
$87.4K +$53.2K +508 +128%
JEST
603
JTC Employer Solutions Trustee
Jersey
$83K – – –
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$78.4K -$14.3K -137 -14%
CI
605
CX Institutional
Indiana
$76K -$43.2K -413 -34%
SC
606
SouthState Corp
Florida
$75.9K -$48K -458 -37%
SHIM
607
Stone House Investment Management
Pennsylvania
$74.1K +$524 +5 +0.7%
BBHC
608
Brown Brothers Harriman & Co
New York
$73.2K +$24.1K +230 +43%
BHWM
609
Bay Harbor Wealth Management
Maryland
$71.1K +$76.2K +728 +8,089%
MA
610
MCF Advisors
Kentucky
$69.4K +$42.8K +409 +132%
RF
611
Rossby Financial
Florida
$68.7K +$72.1K +689 +2,297%
WT
612
Whittier Trust
California
$68.3K – – –
IAS
613
IMA Advisory Services
Colorado
$68.1K – – –
VC
614
Vestor Capital
Illinois
$68K -$56.5K -540 -43%
SIC
615
Salem Investment Counselors
North Carolina
$63.7K +$69.1K +660 New
TCOT
616
Trust Company of Toledo
Ohio
$62.9K – – –
ECA
617
Elevated Capital Advisors
Utah
$61.8K +$58.5K +559 +682%
HIC
618
Hamrick Investment Counsel
Washington
$60.8K +$66K +630 New
S
619
SignatureFD
Georgia
$59.2K -$12.9K -123 -17%
QCG
620
Quadrant Capital Group
Ohio
$57.8K -$3.67K -35 -6%
TWIM
621
TIAA Wealth Investment Management
New York
$57.5K +$62.6K +598 New
RFP
622
Root Financial Partners
California
$57.2K +$31.9K +305 +106%
UB
623
UMB Bank
Missouri
$54.8K -$5.66K -54 -9%
BTI
624
Blue Trust Inc
Georgia
$54.2K – – –
FW
625
Fairway Wealth
Ohio
$53.8K +$524 +5 +0.9%
23 24
25
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