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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
676
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K +$240K +1,578 New
LC
677
LCNB Corp
Ohio
$248K -$608 -4 -0.3%
MHS
678
M Holdings Securities
Oregon
$248K +$152 +1 +0.1%
CAM
679
Congress Asset Management
Massachusetts
$246K -$433K -2,850 -65%
EWM
680
Endurance Wealth Management
Rhode Island
$245K – – –
FAM
681
Fenimore Asset Management
New York
$240K – – –
WANY
682
Wealthspire Advisors (New York)
New York
$240K -$33K -217 -12%
1IA
683
1834 Investment Advisors
Wisconsin
$240K -$40.9K -269 -15%
SWM
684
SeaCrest Wealth Management
New York
$239K +$20.8K +137 +10%
ASC
685
Atalanta Sosnoff Capital
New York
$238K -$10.5K -69 -4%
MFG
686
Merit Financial Group
Georgia
$238K -$15.9K -105 -6%
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$235K – – –
GWM
688
Gitterman Wealth Management
New Jersey
$234K +$226K +1,487 New
SA
689
Syntax Advisors
New York
$232K +$8.81K +58 +4%
VCG
690
Vantage Consulting Group
Virginia
$232K +$8.81K +58 +4%
AIA
691
Affinity Investment Advisors
California
$228K -$18.2K -120 -8%
OWP
692
Obermeyer Wealth Partners
Colorado
$228K – – –
MGAM
693
McGowan Group Asset Management
Texas
$228K +$220K +1,450 New
FCA
694
FinTrust Capital Advisors
South Carolina
$228K – – –
XT
695
XTX Topco
Cayman Islands
$227K +$219K +1,441 New
ZF
696
Zhang Financial
Michigan
$226K – – –
PI
697
PFG Investments
New York
$226K +$218K +1,436 New
WSFS
698
Wilmington Savings Fund Society
Delaware
$226K – – –
SB
699
Sunflower Bank
Texas
$226K -$2.58K -17 -1%
EWM
700
Empirical Wealth Management
Washington
$225K +$23.5K +155 +12%
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