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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
626
Sumitomo Life Insurance
Japan
$764K -$28.5K -165 -4%
HAG
627
HighPoint Advisor Group
Illinois
$755K +$83.6K +484 +14%
VA
628
VestGen Advisors
Illinois
$755K +$694K +4,022 New
IA
629
Inspire Advisors
Idaho
$753K +$39.5K +229 +6%
MWM
630
Manske Wealth Management
Texas
$751K -$28K -162 -4%
SCA
631
Strathmore Capital Advisors
North Carolina
$750K -$37.3K -216 -5%
JIC
632
Joel Isaacson & Co
New York
$747K – – –
VT
633
Vise Technologies
New York
$743K -$195K -1,129 -22%
WPC
634
White Pine Capital
Minnesota
$742K +$78.5K +455 +13%
GCM
635
GKV Capital Management
California
$736K +$8.63K +50 +1%
BIA
636
Beacon Investment Advisors
Maryland
$735K +$7.25K +42 +1%
PWMAG
637
Pinnacle Wealth Management Advisory Group
New Jersey
$735K +$59.6K +345 +10%
IWM
638
IHT Wealth Management
Illinois
$734K -$20.9K -121 -3%
FTWA
639
Fifth Third Wealth Advisors
Ohio
$734K +$35.7K +207 +6%
DC
640
Davenport & Co
Virginia
$732K -$625K -3,620 -48%
JFG
641
JDM Financial Group
Texas
$717K +$80.3K +465 +14%
IF
642
Intrua Financial
Texas
$711K +$294K +1,701 +81%
SF
643
Summit Financial
New Jersey
$707K -$1.73K -10 -0.3%
TFA
644
Tobias Financial Advisors
Florida
$703K -$5.01K -29 -0.8%
RCI
645
RS Crum Inc
California
$699K – – –
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$697K -$3.45K -20 -0.5%
SC
647
Savant Capital
Illinois
$696K +$1.73K +10 +0.3%
PCA
648
Pallas Capital Advisors
Massachusetts
$695K -$14.5K -84 -2%
LAM
649
L2 Asset Management
Massachusetts
$694K +$68.9K +399 +12%
AW
650
Alteri Wealth
California
$679K +$43.3K +251 +7%
24 25
26
27 28