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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
801
TD Waterhouse Canada
Ontario, Canada
$2.42K – – –
CTWM
802
Cherry Tree Wealth Management
Minnesota
$2.42K – – –
EDRH
803
Edmond de Rothschild Holding
Switzerland
$2.42K – – –
FFO
804
Fortitude Family Office
Arizona
$2.3K – – –
FNWA
805
Financial Network Wealth Advisors
Utah
$2.3K +$1.18K +10 +111%
NFA
806
Northwest Financial Advisors
Virginia
$2.06K +$2K +17 New
OWP
807
ORG Wealth Partners
Texas
$1.94K +$1.89K +16 New
CPA
808
Capital Performance Advisors
California
$1.82K +$1.77K +15 New
MRCM
809
M&R Capital Management
New Jersey
$1.73K +$1.65K +14 New
DPW
810
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$118 +1 +8%
SIC
811
SJS Investment Consulting
Ohio
$1.57K +$707 +6 +86%
IHWM
812
Iron Horse Wealth Management
Iowa
$1.57K – – –
BWAM
813
Boyd Watterson Asset Management
Ohio
$1.45K – – –
GJWM
814
Gilliland Jeter Wealth Management
Arkansas
$1.45K – – –
NCM
815
Northwest Capital Management
Oregon
$1.45K – – –
HCP
816
Hexagon Capital Partners
Arkansas
$1.33K +$1.3K +11 New
CPG
817
Cornerstone Planning Group
New Jersey
$1.3K -$118 -1 -8%
KWAG
818
Kiely Wealth Advisory Group
North Carolina
$1.27K – – –
AWM
819
Abound Wealth Management
Tennessee
$1.22K – – –
TFM
820
TFC Financial Management
Massachusetts
$1.21K +$118 +1 +11%
TFA
821
Transamerica Financial Advisors
Florida
$1K -$66.4K -564 -99%
TFGT
822
TS Financial Group (TSFG)
Illinois
$1K – – –
FFWM
823
Future Financial Wealth Management
Ohio
$870 +$825 +7 New
WPA
824
West Paces Advisors
Georgia
$848 – – –
VWA
825
Valued Wealth Advisors
Utah
$761 -$707 -6 -50%
31 32
33
34 35