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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$223K – – –
MGP
602
Metis Global Partners
California
$220K +$199K +1,958 New
ACM
603
Alethea Capital Management
Washington
$220K +$199K +1,955 New
KWM
604
Kingsview Wealth Management
Oregon
$220K +$199K +1,952 New
MCCP
605
Mission Creek Capital Partners
California
$219K +$199K +1,951 New
WFI
606
West Family Investments
California
$217K +$197K +1,933 New
PCG
607
Prosperity Consulting Group
Maryland
$217K +$197K +1,931 New
WANY
608
Wealthspire Advisors (New York)
New York
$214K +$194K +1,906 New
SFSG
609
Sound Financial Strategies Group
Mississippi
$212K -$80.3K -788 -29%
QP
610
Quartz Partners
New York
$212K +$192K +1,881 New
SWP
611
Significant Wealth Partners
Illinois
$211K +$191K +1,877 New
CG
612
Curat Global
New Hampshire
$210K -$70.3K -690 -72%
CFGW
613
Chancellor Financial Group WB
Pennsylvania
$209K -$58.1K -570 -23%
NAM
614
NorthCrest Asset Manangement
Minnesota
$208K +$191K +1,874 New
CAM
615
Cidel Asset Management
Ontario, Canada
$207K +$188K +1,843 New
CT
616
Chicago Trust
Illinois
$206K +$187K +1,833 New
EWS
617
Evergreen Wealth Solutions
Pennsylvania
$203K +$172K +1,684 New
SFWA
618
Summit Financial Wealth Advisors
Louisiana
$203K +$183K +1,800 New
KNW
619
Kesler Norman & Wride
Utah
$202K +$183K +1,797 New
FFBTD
620
First Financial Bank - Trust Division
Ohio
$202K +$183K +1,796 New
PWA
621
Primoris Wealth Advisors
Florida
$201K +$182K +1,787 New
EIC
622
Equity Investment Corp
Georgia
$200K +$182K +1,782 New
CCA
623
Conestoga Capital Advisors
Pennsylvania
$200K +$181K +1,780 New
EWM
624
Evercore Wealth Management
New York
$200K +$181K +1,780 New
MWP
625
Moller Wealth Partners
$200K +$181K +1,778 New
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