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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
576
Nabity-Jensen Investment Management
Nebraska
$648K – – –
NO
577
Ninety One
South Africa
$647K -$81.5K -556 -12%
IA
578
Inspire Advisors
Idaho
$646K +$10.3K +70 +2%
AWA
579
Alta Wealth Advisors
Massachusetts
$646K -$15.7K -107 -3%
RG
580
Renaissance Group
Kentucky
$645K +$252K +1,717 +71%
OGC
581
Oak Grove Capital
New Hampshire
$642K – – –
OIA
582
OneDigital Investment Advisors
Kansas
$641K +$12.3K +84 +2%
SFA
583
Sequoia Financial Advisors
Ohio
$640K -$285K -1,944 -32%
AAIM
584
American Assets Investment Management
California
$638K +$598K +4,075 New
HWM
585
HB Wealth Management
Georgia
$627K -$111K -759 -16%
ICA
586
Infrastructure Capital Advisors
New York
$626K +$290K +1,978 +98%
IWM
587
IHT Wealth Management
Illinois
$625K -$3.67K -25 -0.6%
AGA
588
Accuvest Global Advisors
Utah
$623K +$146K +995 +33%
TCOV
589
Trust Company of Vermont
Vermont
$621K – – –
GA
590
Geller Advisors
New York
$618K +$7.92K +54 +1%
PWMG
591
Prestige Wealth Management Group
New Jersey
$614K +$573K +3,907 +21,706%
EW
592
Element Wealth
Mississippi
$602K – – –
CWP
593
CFM Wealth Partners
Texas
$595K +$558K +3,803 New
DAS
594
Diversify Advisory Services
Utah
$594K +$568K +3,870 New
BIA
595
Beacon Investment Advisors
Maryland
$590K -$1.61K -11 -0.3%
SC
596
Savant Capital
Illinois
$587K +$55.6K +379 +11%
AIS
597
American Investment Services
Massachusetts
$584K – – –
BFEC
598
Benjamin F. Edwards & Company
Missouri
$583K -$149K -1,013 -21%
FM
599
Foster & Motley
Ohio
$583K -$108K -735 -16%
RCI
600
RS Crum Inc
California
$580K – – –
22 23
24
25 26