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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
626
Sumitomo Life Insurance
Japan
$743K +$12.2K +70 +2%
MFG
627
Merit Financial Group
Georgia
$742K +$358K +2,049 +85%
HT
628
Heritage Trust
Oklahoma
$741K -$11.2K -64 -1%
1C
629
111 Capital
France
$740K +$491K +2,809 +170%
PS
630
Principal Securities
Iowa
$739K +$26.2K +150 +4%
HI
631
Horizon Investments
North Carolina
$738K +$38.8K +222 +5%
CA
632
Commerzbank Aktiengesellschaft
Germany
$731K +$61.4K +351 +9%
DWT
633
Dorsey & Whitney Trust
South Dakota
$727K +$50.3K +288 +7%
UFF
634
USA Financial Formulas
Michigan
$717K +$755K +4,317 New
PWMG
635
Prestige Wealth Management Group
New Jersey
$716K +$14.9K +85 +2%
IWM
636
IHT Wealth Management
Illinois
$709K -$25.9K -148 -3%
CWM
637
Congress Wealth Management
Massachusetts
$706K +$330K +1,887 +80%
MIF
638
Mediolanum International Funds
Ireland
$704K -$42.5K -243 -5%
CFP
639
Cascade Financial Partners
California
$699K +$518K +2,961 +237%
PA
640
Profund Advisors
Maryland
$697K -$167K -954 -19%
SIA
641
SkyView Investment Advisors
New Jersey
$690K +$53.8K +308 +8%
AWA
642
Alta Wealth Advisors
Massachusetts
$687K -$27.1K -155 -4%
ACI
643
Alpha Cubed Investments
California
$687K +$102K +585 +16%
HFM
644
Harvest Fund Management
China
$685K +$83.5K +478 +13%
IPW
645
Impact Partnership Wealth
Georgia
$685K -$137K -785 -16%
IA
646
IFP Advisors
Florida
$680K +$62.8K +359 +10%
TCOV
647
Trust Company of Vermont
Vermont
$678K +$5.42K +31 +0.8%
FFWM
648
Future Financial Wealth Management
Ohio
$675K +$6.29K +36 +0.9%
NJIM
649
Nabity-Jensen Investment Management
Nebraska
$675K – – –
BAM
650
Belpointe Asset Management
Nevada
$673K -$2.62K -15 -0.4%
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