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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
801
Private Wealth Management Group
New Jersey
$2.72K -$226 -2 -7%
FPFS
802
First Personal Financial Services
North Carolina
$2.55K – – –
RAM
803
Riggs Asset Management
Pennsylvania
$2.51K – – –
TH
804
TCTC Holdings
Texas
$2.4K – – –
TCM
805
Tradewinds Capital Management
Washington
$2.37K +$2.49K +22 New
WAS
806
Winch Advisory Services
Wisconsin
$2.22K – – –
TWC
807
TD Waterhouse Canada
Ontario, Canada
$2.21K – – –
LFG
808
Larson Financial Group
Missouri
$2.21K +$2.26K +20 New
EDRH
809
Edmond de Rothschild Holding
Switzerland
$2.18K – – –
PO
810
Private Ocean
California
$2.18K +$339 +3 +18%
CTWM
811
Cherry Tree Wealth Management
Minnesota
$2.18K +$2.26K +20 New
FFO
812
Fortitude Family Office
Arizona
$2.07K – – –
VWM
813
Venturi Wealth Management
Texas
$1.85K -$29.4K -260 -94%
RFG
814
RFP Financial Group
Georgia
$1.64K -$2.72K -24 -62%
IHWM
815
Iron Horse Wealth Management
Iowa
$1.42K – – –
DPW
816
DiNuzzo Private Wealth
Pennsylvania
$1.42K +$226 +2 +18%
CPG
817
Cornerstone Planning Group
New Jersey
$1.37K -$339 -3 -20%
VWA
818
Valued Wealth Advisors
Utah
$1.33K – – –
KWAG
819
Kiely Wealth Advisory Group
North Carolina
$1.33K – – –
BWAM
820
Boyd Watterson Asset Management
Ohio
$1.31K – – –
GJWM
821
Gilliland Jeter Wealth Management
Arkansas
$1.31K – – –
NCM
822
Northwest Capital Management
Oregon
$1.31K – – –
IFAM
823
Institutional & Family Asset Management
Colorado
$1.31K +$1.36K +12 New
CHA
824
Carmichael Hill & Associates
Maryland
$1.2K – – –
VCM
825
Versant Capital Management
Arizona
$1.2K -$453 -4 -27%
31 32
33
34 35