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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$223K +$210K +1,409 New
CCA
702
Cobblestone Capital Advisors
New York
$223K +$209K +1,406 New
TAM
703
Tocqueville Asset Management
New York
$222K +$209K +1,400 New
NL
704
NWAM LLC
Washington
$222K +$208K +1,398 New
PFM
705
Patton Fund Management
Texas
$220K +$206K +1,386 New
HW
706
Hancock Whitney
Mississippi
$219K +$206K +1,385 New
SWM
707
SeaCrest Wealth Management
New York
$219K +$206K +1,380 New
KWA
708
Kellett Wealth Advisors
Ohio
$218K – – –
SCA
709
STALEY CAPITAL ADVISERS
Pennsylvania
$218K +$205K +1,378 New
PAM
710
Peak Asset Management
Colorado
$217K -$19.5K -131 -9%
9WM
711
9258 Wealth Management
Ohio
$216K +$203K +1,366 New
MAWCM
712
Mine & Arao Wealth Creation & Management
California
$216K +$1.04K +7 +0.5%
SWA
713
Sutton Wealth Advisors
Florida
$215K – – –
RWM
714
Ritholtz Wealth Management
New York
$214K -$72.4K -486 -26%
FRM
715
Fox Run Management
Connecticut
$212K -$401K -2,689 -67%
MCM
716
McRae Capital Management
New Jersey
$211K +$199K +1,333 New
FNBT
717
FineMark National Bank & Trust
Florida
$210K -$63.3K -425 -24%
PFA
718
Pathway Financial Advisers
Indiana
$209K +$196K +1,314 New
CI
719
Conning Inc
Connecticut
$208K +$196K +1,313 New
ACP
720
Aviance Capital Partners
Florida
$207K +$195K +1,306 New
SFI
721
SPC Financial Inc
Maryland
$206K +$194K +1,302 New
WI
722
Wahed Invest
New York
$206K +$19.1K +128 +11%
CI
723
Cigna Investments
Connecticut
$204K +$191K +1,283 New
HI
724
Horizon Investments
North Carolina
$204K +$193K +1,298 New
EWM
725
Empirical Wealth Management
Washington
$202K -$57.8K -388 -23%
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