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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
551
Atlas Wealth
Ohio
$252K -$245K -2,079 -50%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$23.6K -200 -9%
FFM
553
Forum Financial Management
Illinois
$251K +$707 +6 +0.3%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$249K -$101K -859 -29%
SG
555
StoneX Group
New York
$248K +$1.3K +11 +0.5%
FFA
556
Farther Finance Advisors
California
$248K +$53K +450 +28%
PJWM
557
Philip James Wealth Mangement
Georgia
$247K +$240K +2,036 New
WCM
558
Wallace Capital Management
Texas
$246K +$240K +2,035 New
GA
559
Geller Advisors
New York
$245K +$238K +2,023 New
JAG
560
Journey Advisory Group
Kentucky
$244K – – –
RFC
561
Regions Financial Corp
Alabama
$242K +$353 +3 +0.2%
BDA
562
Borer Denton & Associates
Pennsylvania
$242K – – –
NFC
563
Northeast Financial Consultants
Connecticut
$242K – – –
RG
564
Rathbones Group
United Kingdom
$242K – – –
PFPT
565
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K – – –
STA
566
Summit Trail Advisors
New York
$239K +$11.1K +94 +5%
SAG
567
SageView Advisory Group
California
$237K -$14.4K -122 -6%
KWA
568
Kingswood Wealth Advisors
California
$236K +$230K +1,952 New
PI
569
PFG Investments
New York
$236K -$1.18K -10 -0.5%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$235K -$18.5K -157 -7%
MA
571
Mutual Advisors
Nebraska
$233K -$141K -1,193 -37%
SFI
572
SPC Financial Inc
Maryland
$233K +$226K +1,920 New
CAM
573
Congress Asset Management
Massachusetts
$232K – – –
JC
574
Jentner Corp
Ohio
$231K – – –
KA
575
Klingman & Associates
New York
$230K +$224K +1,902 New
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