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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
651
Clarius Group LLC
Washington
$279K +$2.56K +25 +0.8%
CK
652
Cohen Klingenstein
New York
$278K – – –
OWA
653
Octavia Wealth Advisors
Ohio
$277K +$6.96K +68 +2%
CA
654
Cornerstone Advisory
Maryland
$276K -$10.2K -100 -3%
CI
655
Conning Inc
Connecticut
$274K -$41.4K -405 -12%
MA
656
Mutual Advisors
Nebraska
$273K +$77.2K +755 +33%
TWP
657
Tempus Wealth Planning
California
$272K +$310K +3,029 New
RA
658
RFG Advisory
Alabama
$271K -$81K -792 -25%
FCMT
659
Founders Capital Management (Texas)
Texas
$271K – – –
WCA
660
Westover Capital Advisors
Delaware
$269K – – –
PCMM
661
Piedmont Capital Management (Montana)
Montana
$269K +$307 +3 +0.1%
LAIC
662
Lederer & Associates Investment Counsel
California
$269K +$818 +8 +0.3%
FDS
663
First Dallas Securities
Texas
$269K +$35.8K +350 +13%
OPS
664
Orion Portfolio Solutions
Nebraska
$269K +$48.6K +475 +19%
AWM
665
Apollon Wealth Management
South Carolina
$267K +$304K +2,976 New
AC
666
ASB Consultores
Florida
$267K +$305K +2,979 New
SC
667
Schulhoff & Co
Ohio
$265K +$49.6K +485 +20%
PMA
668
Prudent Man Advisors
Illinois
$264K +$301K +2,947 New
SIA
669
SkyView Investment Advisors
New Jersey
$259K +$39.7K +388 +16%
QCG
670
Quadrant Capital Group
Ohio
$256K +$28.5K +279 +11%
WVP
671
Worth Venture Partners
New Jersey
$256K +$66.5K +650 +30%
GAM
672
Griffin Asset Management
New York
$254K +$1.02K +10 +0.4%
MSWMA
673
Market Street Wealth Management Advisors
Indiana
$253K – – –
LP
674
LMR Partners
United Kingdom
$251K -$435K -4,254 -60%
KFP
675
KB Financial Partners
New Jersey
$250K +$46.2K +452 +19%
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