Institutional Owners for SJM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 406 | 386.67 | 03-31-2024 |
| CSAT INVESTMENT ADVISORY LP | COM NEW | 1252 | $64,000 | 508 | 0.05 | 508 | +Inf | 03-31-2021 | |
| ROCKY MOUNTAIN ADVISERS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -55 | -9.91 | 06-30-2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1254 | $57,928 | 493 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
