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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
651
Forte Capital
New York
$669K +$64.7K +370 +10%
AF
652
Allworth Financial
California
$664K +$192K +1,098 +35%
JIC
653
Joel Isaacson & Co
New York
$661K – – –
BEI
654
Benjamin Edwards Inc
Missouri
$655K -$156K -893 -18%
PCIA
655
Prime Capital Investment Advisors
Kansas
$650K +$162K +927 +31%
EFG
656
Everhart Financial Group
Ohio
$644K +$55.9K +320 +9%
BIA
657
Beacon Investment Advisors
Maryland
$644K +$4.02K +23 +0.6%
TW
658
TritonPoint Wealth
Maryland
$642K +$10.3K +59 +2%
MWM
659
Manske Wealth Management
Texas
$641K -$106K -606 -14%
HH
660
Hilltop Holdings
Texas
$632K +$90.2K +516 +16%
FTWA
661
Fifth Third Wealth Advisors
Ohio
$631K +$28.3K +162 +4%
EI
662
Ellevest Inc
New York
$631K -$35.8K -205 -5%
WA
663
Wealth Alliance
New York
$627K +$660K +3,775 New
IFG
664
Independent Financial Group
California
$622K +$136K +778 +26%
TFA
665
Tobias Financial Advisors
Florida
$619K +$6.29K +36 +1%
RCI
666
RS Crum Inc
California
$618K – – –
SFI
667
Siemens Fonds Invest
Germany
$617K +$33.2K +190 +5%
SF
668
Summit Financial
New Jersey
$616K +$1.92K +11 +0.3%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$603K -$232K -1,328 -27%
GL
670
GHE LLC
Tennessee
$603K – – –
CAS
671
CTC Alternative Strategies
Illinois
$598K +$629K +3,600 New
AGP
672
Autumn Glory Partners
Texas
$595K +$153K +875 +32%
RIL
673
Rothschild Investment LLC
Illinois
$594K +$5.77K +33 +0.9%
MPAM
674
Murphy Pohlad Asset Management
Minnesota
$587K – – –
PPWP
675
Premier Path Wealth Partners
New Jersey
$587K -$699 -4 -0.1%
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