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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
801
High Note Wealth
Minnesota
$5.17K +$4.68K +46 New
PWA
802
Physician Wealth Advisors
Utah
$4.95K +$2.44K +24 +120%
BWL
803
Bogart Wealth LLC
Virginia
$4.39K +$3.97K +39 New
WBC
804
West Branch Capital
Massachusetts
$4.39K +$3.97K +39 New
DIP
805
DT Investment Partners
Pennsylvania
$4.28K -$2.34K -23 -38%
RWM
806
Rialto Wealth Management
New York
$4.16K +$1.94K +19 +106%
RWM
807
Raffa Wealth Management
District of Columbia
$4.05K – – –
BFS
808
Bare Financial Services
Pennsylvania
$4.05K +$1.22K +12 +50%
CMA
809
Cedar Mountain Advisors
Oregon
$3.94K – – –
CCMI
810
Creative Capital Management Investments
California
$3.71K +$3.36K +33 New
SWM
811
Spire Wealth Management
Virginia
$3.49K -$611 -6 -16%
ATC
812
Advantage Trust Company
Kansas
$3.38K +$3.06K +30 New
HIW
813
Holos Integrated Wealth
Pennsylvania
$3.28K – – –
AUB
814
Atlantic Union Bankshares
Virginia
$3.28K -$306 -3 -9%
PGAM
815
Princeton Global Asset Management
New Jersey
$3.26K – – –
KCM
816
Key Capital Management
Tennessee
$3.26K +$2.95K +29 New
MSG
817
Main Street Group
Virginia
$3.16K – – –
FGA
818
Fortis Group Advisors
New Jersey
$2.92K – – –
TFA
819
Transamerica Financial Advisors
Florida
$2.85K +$1.53K +15 +150%
A
820
Allianz
Germany
$2.81K -$537K -5,272 -100%
NRG
821
Nemes Rush Group
Michigan
$2.81K +$2.55K +25 New
CSB
822
City State Bank
Iowa
$2.48K – – –
FNWA
823
Financial Network Wealth Advisors
Utah
$2.48K +$204 +2 +10%
WA
824
Westfuller Advisors
New York
$2.4K -$204 -2 -9%
CH
825
Cromwell Holdings
Wyoming
$2.25K +$102 +1 +5%
31 32
33
34 35