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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Tocqueville Asset Management
New York
$207K – – –
KWM
702
KFG Wealth Management
Indiana
$206K +$213K +1,395 New
MFG
703
Merit Financial Group
Georgia
$206K -$18.2K -119 -8%
PA
704
Profund Advisors
Maryland
$205K +$458 +3 +0.2%
FMAEN1
705
Fund Management at Engine No 1
California
$205K +$14.5K +95 +7%
BAM
706
Belpointe Asset Management
Nevada
$205K -$1.13M -7,431 -84%
NL
707
NWAM LLC
Washington
$205K +$15.9K +104 +8%
HW
708
Hancock Whitney
Mississippi
$204K -$458 -3 -0.2%
MAWCM
709
Mine & Arao Wealth Creation & Management
California
$204K +$1.22K +8 +0.6%
SCA
710
STALEY CAPITAL ADVISERS
Pennsylvania
$203K – – –
MAS
711
Meeder Advisory Services
Ohio
$203K -$2.13K -14 -1%
KWA
712
Kellett Wealth Advisors
Ohio
$203K – – –
PP
713
PDS Planning
Ohio
$203K +$209K +1,373 New
IFG
714
Independent Financial Group
California
$203K +$209K +1,372 New
PAM
715
Peak Asset Management
Colorado
$202K – – –
GFS
716
GYL Financial Synergies
Connecticut
$202K +$209K +1,369 New
SA
717
Syntax Advisors
New York
$202K -$16.8K -110 -7%
VCG
718
Vantage Consulting Group
Virginia
$202K -$16.8K -110 -7%
AWM
719
Apollon Wealth Management
South Carolina
$202K -$1.22K -8 -0.6%
SCA
720
Snowden Capital Advisors
New York
$201K +$2.29K +15 +1%
FDCDDQ
721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K – – –
WT
722
Whittier Trust
California
$190K – – –
JWM
723
Janiczek Wealth Management
Colorado
$183K +$12.8K +84 +7%
FFA
724
Farther Finance Advisors
California
$180K +$29.4K +193 +19%
TWM
725
Tradition Wealth Management
Minnesota
$167K +$14.2K +93 +9%
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