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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Commerzbank Aktiengesellschaft
Germany
$692K +$47.4K +270 +7%
EI
627
Ellevest Inc
New York
$690K -$296K -1,685 -30%
CFM
628
Catalyst Funds Management
Australia
$689K -$983K -5,600 -58%
CMANY
629
Capital Management Associates (New York)
New York
$689K – – –
JIC
630
Joel Isaacson & Co
New York
$685K +$102K +582 +17%
BAM
631
Belpointe Asset Management
Nevada
$681K – – –
SS
632
Sunbelt Securities
Texas
$674K -$5.97K -34 -0.9%
CFO
633
Callan Family Office
Pennsylvania
$672K +$404K +2,302 +144%
WIA
634
World Investment Advisors
California
$668K +$60.4K +344 +10%
BIA
635
Beacon Investment Advisors
Maryland
$664K +$3.51K +20 +0.5%
SIA
636
SkyView Investment Advisors
New Jersey
$663K +$7.9K +45 +1%
TW
637
TritonPoint Wealth
Maryland
$656K +$1.23K +7 +0.2%
LFG
638
Larson Financial Group
Missouri
$655K +$53.2K +303 +9%
SIA
639
Schechter Investment Advisors
Michigan
$655K -$21.8K -124 -3%
IA
640
IFP Advisors
Florida
$643K +$27.9K +159 +4%
RCI
641
RS Crum Inc
California
$641K -$176 -1 -0%
MOS
642
MGO One Seven
Ohio
$637K +$30.9K +176 +5%
SF
643
Summit Financial
New Jersey
$637K +$138K +785 +27%
TFA
644
Tobias Financial Advisors
Florida
$636K +$5.97K +34 +0.9%
SW
645
SVB Wealth
Massachusetts
$634K +$646K +3,681 New
PI
646
PFG Investments
New York
$632K -$878 -5 -0.1%
FC
647
Forte Capital
New York
$630K -$12.3K -70 -2%
HFM
648
Harvest Fund Management
China
$628K -$440K -2,508 -41%
FTWA
649
Fifth Third Wealth Advisors
Ohio
$627K +$14.9K +85 +2%
HAG
650
HighPoint Advisor Group
Illinois
$626K +$10.5K +60 +2%
24 25
26
27 28