Institutional Owners for SJM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SPIRE WEALTH MANAGEMENT COM NEW 1451 $7,524 69 0.00 0.00 -650 -90.40 06-30-2024
ZIONS BANCORPORATION NA Com 1452 $7,197 66 0.00 0.00 -19 -22.35 06-30-2024
JANICZEK WEALTH MANAGEMENT LLC COM NEW 1453 $7,088 65 0.00 0.00 -131 -66.84 06-30-2024
ROCKBRIDGE INVESTMENT MANAGEMENT LCC COM NEW Liquidated $0 0 0.00 0.01 -215 -77.06 03-31-2023
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