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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Congress Wealth Management
Massachusetts
$228K -$46.8K -370 -17%
GG
627
Gleason Group
Kentucky
$227K +$2.03K +16 +0.9%
KA
628
Klingman & Associates
New York
$227K -$380 -3 -0.2%
CIC
629
Carnegie Investment Counsel
Ohio
$226K -$12.7K -100 -5%
CCA
630
Cobblestone Capital Advisors
New York
$225K +$226K +1,785 New
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$225K -$13.9K -110 -6%
DAM
632
Delta Asset Management
Tennessee
$224K – – –
MWP
633
Moller Wealth Partners
$224K – – –
KGC
634
Kennon-Green & Company
Ohio
$223K -$1.01K -8 -0.4%
AIA
635
Affinity Investment Advisors
California
$223K – – –
S
636
Sachetta
Massachusetts
$220K – – –
BCM
637
Brookstone Capital Management
Illinois
$220K +$10.9K +86 +5%
VCG
638
Vantage Consulting Group
Virginia
$214K +$2.66K +21 +1%
LCWP
639
Legacy Capital Wealth Partners
Arkansas
$214K +$179K +1,415 New
GA
640
Geller Advisors
New York
$214K -$15.7K -124 -7%
CRB
641
Chad R. Baker
$214K – – –
NSAM
642
North Star Asset Management
Wisconsin
$214K – – –
OWP
643
Obermeyer Wealth Partners
Colorado
$214K – – –
IMCOOI
644
Investment Management Corp of Ontario (IMCO)
Canada
$213K -$101K -800 -32%
UB
645
UMB Bank
Missouri
$213K -$20.3K -160 -9%
SIA
646
Soltis Investment Advisors
Utah
$208K – – –
PP
647
PDS Planning
Ohio
$205K +$4.3K +34 +2%
EFG
648
Everhart Financial Group
Ohio
$204K +$205K +1,617 New
HI
649
Horizon Investments
North Carolina
$203K +$8.48K +67 +4%
GIA
650
Guyasuta Investment Advisors
Pennsylvania
$203K – – –
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