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J.M. Smucker
SJM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
801
Northwest Capital Management
Oregon
$1.42K – – –
HWP
802
Highline Wealth Partners
California
$1.42K +$1.3K +12 New
PWMG
803
Private Wealth Management Group
New Jersey
$1.22K -$1.4K -13 -57%
AWM
804
Abound Wealth Management
Tennessee
$1.19K -$1.73K -16 -62%
BCPWM
805
Bradley & Co Private Wealth Management
Florida
$1.18K – – –
MWA
806
Medallion Wealth Advisors
Connecticut
$1.18K – – –
MMCM
807
Murphy & Mullick Capital Management
New York
$1.18K – – –
SWIM
808
Smallwood Wealth Investment Management
New Jersey
$1.18K +$1.08K +10 New
PWA
809
Physician Wealth Advisors
Utah
$1.07K – – –
TFA
810
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
811
TS Financial Group (TSFG)
Illinois
$1K – – –
CAWM
812
Capital A Wealth Management
Pennsylvania
$947 +$864 +8 New
FFWM
813
Future Financial Wealth Management
Ohio
$863 – – –
PWMG
814
Prestige Wealth Management Group
New Jersey
$711 – – –
TFM
815
TFC Financial Management
Massachusetts
$593 +$540 +5 New
WCM
816
WealthTrak Capital Management
Virginia
$593 +$540 +5 New
AWM
817
Activest Wealth Management
Florida
$592 +$540 +5 New
FFA
818
Frazier Financial Advisors
Ohio
$474 – – –
WA
819
WestEnd Advisors
North Carolina
$474 +$324 +3 +300%
HIA
820
HFM Investment Advisors
New Jersey
$356 +$324 +3 New
PWM
821
Parkworth Wealth Management
California
$355 – – –
BHWM
822
Bay Harbor Wealth Management
Maryland
$355 +$324 +3 New
WW
823
Winnow Wealth
Texas
$344 +$108 +1 +50%
BL
824
BFSG LLC
California
$331 – – –
CWC
825
Carolinas Wealth Consulting
North Carolina
$237 -$216 -2 -50%
31 32
33
34 35