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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
601
TritonPoint Wealth
Maryland
$883K +$180K +1,041 +28%
CWP
602
CFM Wealth Partners
Texas
$869K -$705K -4,084 -47%
CFP
603
Cascade Financial Partners
California
$866K +$38.3K +222 +5%
AFG
604
Atomi Financial Group
New York
$864K -$157K -911 -17%
FFA
605
Farther Finance Advisors
California
$860K +$181K +1,050 +30%
SFI
606
Siemens Fonds Invest
Germany
$854K -$10.2K -59 -1%
BP
607
Ballentine Partners
Massachusetts
$850K -$7.6K -44 -1%
VW
608
Veridan Wealth
Oregon
$846K +$779K +4,510 New
PHS
609
Pekin Hardy Strauss
Illinois
$843K – – –
BRWA
610
B. Riley Wealth Advisors
Florida
$838K -$72.3K -419 -9%
I
611
INVST
Indiana
$837K -$21.2K -123 -3%
CCA
612
Checchi Capital Advisers
California
$834K -$239K -1,382 -24%
HCMG
613
Howard Capital Management Group
California
$833K +$509K +2,949 +198%
LCM
614
LDR Capital Management
New York
$829K +$763K +4,419 New
PWMG
615
Prestige Wealth Management Group
New Jersey
$821K +$22.8K +132 +3%
MYAM
616
Meiji Yasuda Asset Management
Japan
$819K +$14.5K +84 +2%
WIA
617
World Investment Advisors
California
$816K -$1.38K -8 -0.2%
MFF
618
Michels Family Financial
Texas
$813K -$23.8K -138 -3%
MMG
619
Monetary Management Group
Missouri
$812K -$77.7K -450 -9%
HH
620
Hilltop Holdings
Texas
$799K -$32.8K -190 -4%
PA
621
Profund Advisors
Maryland
$783K -$57.1K -331 -7%
DWT
622
Dorsey & Whitney Trust
South Dakota
$772K -$36.4K -211 -5%
SIA
623
SkyView Investment Advisors
New Jersey
$766K -$6.56K -38 -0.9%
SAM
624
Smartleaf Asset Management
Massachusetts
$766K +$292K +1,694 +70%
FFWM
625
Future Financial Wealth Management
Ohio
$765K +$1.21K +7 +0.2%
23 24
25
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