Institutional Owners for SJM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
JANICZEK WEALTH MANAGEMENT LLC COM NEW 1301 $24,671 196 0.00 0.00 -814 -80.59 03-31-2024
ALTSHULER SHAHAM LTD COM NEW Liquidated $0 0 0.00 0.00 -54 -21.95 12-31-2023
NBC SECURITIES INC Stock 1303 $23,000 188 0.00 0.00 2 1.08 03-31-2024
TURTLE CREEK WEALTH ADVISORS LLC Stock 1304 $23,633 187 0.00 187 +Inf 12-31-2023
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