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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
626
Kohmann Bosshard Financial Services
Ohio
$254K – – –
RFC
627
Regions Financial Corp
Alabama
$253K -$16.3K -115 -5%
CIC
628
Carnegie Investment Counsel
Ohio
$251K -$14.2K -100 -5%
CWM
629
Congress Wealth Management
Massachusetts
$250K -$79.4K -559 -22%
FNT
630
First National Trust
Pennsylvania
$247K – – –
TC
631
Trilogy Capital
California
$247K -$31.8K -224 -10%
BSW
632
Buckingham Strategic Wealth
Missouri
$247K -$18.8K -132 -6%
NFC
633
Northeast Financial Consultants
Connecticut
$246K – – –
BDA
634
Borer Denton & Associates
Pennsylvania
$246K – – –
RG
635
Rathbones Group
United Kingdom
$246K – – –
SW
636
SVB Wealth
Massachusetts
$244K -$102K -716 -27%
SP
637
Symmetry Partners
Connecticut
$238K -$1.65M -11,595 -86%
TI
638
Truepoint Inc
Ohio
$238K -$52.4K -369 -16%
PFPT
639
Pinnacle Financial Partners (Tennessee)
Tennessee
$238K +$275K +1,933 New
RWM
640
Revisor Wealth Management
Ohio
$236K +$273K +1,920 New
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$235K -$33.1K -233 -11%
CIC
642
Cornercap Investment Counsel
Georgia
$235K +$23.2K +163 +9%
GIA
643
Gateway Investment Advisers
Ohio
$234K -$1.14K -8 -0.4%
OC
644
Oppenheimer & Co
New York
$231K +$13.9K +98 +5%
MIM
645
Morningstar Investment Management
Illinois
$231K – – –
SC
646
Savant Capital
Illinois
$230K -$65.9K -464 -20%
PJSIMP
647
P.J. Schmidt Investment Management (PJS)
Wisconsin
$229K -$994 -7 -0.3%
CCG
648
Cypress Capital Group
Florida
$228K +$263K +1,853 New
MAS
649
Meeder Advisory Services
Ohio
$227K +$66.5K +468 +34%
CCA
650
Checchi Capital Advisers
California
$221K -$63.6K -448 -20%
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