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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
576
North Star Investment Management
Illinois
$252K +$306 +3 +0.1%
DS
577
DRW Securities
Illinois
$252K -$734K -7,207 -75%
SIA
578
Soltis Investment Advisors
Utah
$248K +$225K +2,207 New
MWM
579
Mission Wealth Management
California
$248K +$225K +2,205 New
IFU
580
iSAM Funds (UK)
United Kingdom
$248K -$217K -2,129 -49%
IWM
581
Integris Wealth Management
California
$248K – – –
CFG
582
Copley Financial Group
California
$247K -$136K -1,332 -38%
PAS
583
Park Avenue Securities
New York
$245K +$222K +2,178 New
HCM
584
Hengehold Capital Management
Ohio
$244K -$4.18K -41 -2%
TCIIS
585
TIAA-CREF Individual & Institutional Services
New York
$242K +$77.2K +758 +54%
TE
586
Tema ETFs
New York
$241K +$25.2K +247 +13%
PNC
587
Park National Corp
Ohio
$241K +$2.04K +20 +0.9%
BBHC
588
Brown Brothers Harriman & Co
New York
$240K +$140K +1,372 +181%
LIM
589
Letson Investment Management
Georgia
$239K – – –
PFS
590
Prospera Financial Services
Texas
$236K +$213K +2,091 New
CIA
591
Concurrent Investment Advisors
Florida
$235K +$213K +2,091 New
MWM
592
Meridian Wealth Management
Kentucky
$234K +$509 +5 +0.2%
KGC
593
Kennon-Green & Company
Ohio
$227K +$206K +2,020 New
CFG
594
Citizens Financial Group
Rhode Island
$227K +$205K +2,015 New
VWA
595
Visionary Wealth Advisors
Illinois
$227K -$10.1K -99 -5%
PPW
596
Parcion Private Wealth
Washington
$226K +$204K +2,007 New
BDA
597
Borer Denton & Associates
Pennsylvania
$225K +$204K +2,000 New
RG
598
Rathbones Group
United Kingdom
$225K +$204K +2,000 New
HCM
599
HMS Capital Management
Tennessee
$225K +$203K +1,997 New
RS
600
R Squared
Hong Kong
$223K +$202K +1,984 New
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