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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
601
Visionary Wealth Advisors
Illinois
$227K -$10.1K -99 -5%
PPW
602
Parcion Private Wealth
Washington
$226K +$204K +2,007 New
BDA
603
Borer Denton & Associates
Pennsylvania
$225K +$204K +2,000 New
RG
604
Rathbones Group
United Kingdom
$225K +$204K +2,000 New
HCM
605
HMS Capital Management
Tennessee
$225K +$203K +1,997 New
RS
606
R Squared
Hong Kong
$223K +$202K +1,984 New
SAM
607
Smartleaf Asset Management
Massachusetts
$223K – – –
MGP
608
Metis Global Partners
California
$220K +$199K +1,958 New
ACM
609
Alethea Capital Management
Washington
$220K +$199K +1,955 New
KWM
610
Kingsview Wealth Management
Oregon
$220K +$199K +1,952 New
MCCP
611
Mission Creek Capital Partners
California
$219K +$199K +1,951 New
WFI
612
West Family Investments
California
$217K +$197K +1,933 New
PCG
613
Prosperity Consulting Group
Maryland
$217K +$197K +1,931 New
WANY
614
Wealthspire Advisors (New York)
New York
$214K +$194K +1,906 New
SFSG
615
Sound Financial Strategies Group
Mississippi
$212K -$80.3K -788 -29%
QP
616
Quartz Partners
New York
$212K +$192K +1,881 New
SWP
617
Significant Wealth Partners
Illinois
$211K +$191K +1,877 New
CG
618
Curat Global
New Hampshire
$210K -$70.3K -690 -72%
CFGW
619
Chancellor Financial Group WB
Pennsylvania
$209K -$58.1K -570 -23%
NAM
620
NorthCrest Asset Manangement
Minnesota
$208K +$191K +1,874 New
CAM
621
Cidel Asset Management
Ontario, Canada
$207K +$188K +1,843 New
CT
622
Chicago Trust
Illinois
$206K +$187K +1,833 New
EWS
623
Evergreen Wealth Solutions
Pennsylvania
$203K +$172K +1,684 New
SFWA
624
Summit Financial Wealth Advisors
Louisiana
$203K +$183K +1,800 New
KNW
625
Kesler Norman & Wride
Utah
$202K +$183K +1,797 New
23 24
25
26 27