Institutional Owners for SJM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
INDIANA TRUST & INVESTMENT MANAGEMENT CO Com Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
HERITAGE WEALTH ADVISORS COM 1452 $3,776 30 0.00 30 +Inf 03-31-2024
PRESTIGE WEALTH MANAGEMENT GROUP LLC COM NEW 1453 $3,777 30 0.00 0.00 -41 -57.75 03-31-2024
COPPELL ADVISORY SOLUTIONS LLC SJM 1454 $3,665 29 0.00 29 +Inf 12-31-2023
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