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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$744K +$7.27K +40 +1%
HAG
652
HighPoint Advisor Group
Illinois
$741K -$3.63K -20 -0.5%
MWM
653
Manske Wealth Management
Texas
$741K +$363 +2 +0.1%
SCA
654
Strathmore Capital Advisors
North Carolina
$740K -$182 -1 -0%
SIG
655
Sargent Investment Group
Maryland
$740K +$726K +3,998 New
SIA
656
SkyView Investment Advisors
New Jersey
$738K -$16.9K -93 -2%
SWP
657
Sagespring Wealth Partners
Tennessee
$732K +$89K +490 +14%
HH
658
Hilltop Holdings
Texas
$730K -$57K -314 -7%
BIA
659
Beacon Investment Advisors
Maryland
$729K +$3.63K +20 +0.5%
FTWA
660
Fifth Third Wealth Advisors
Ohio
$729K +$5.09K +28 +0.7%
GCM
661
GKV Capital Management
California
$726K – – –
SMA
662
Sage Mountain Advisors
Georgia
$725K +$96.1K +529 +16%
AW
663
Alteri Wealth
California
$715K +$43.8K +241 +7%
BFM
664
Boothbay Fund Management
New York
$712K +$452K +2,488 +183%
BWM
665
Bernicke Wealth Management
Wisconsin
$708K +$695K +3,824 New
TFA
666
Tobias Financial Advisors
Florida
$704K +$10.4K +57 +2%
IA
667
Inspire Advisors
Idaho
$703K -$38.9K -214 -5%
RCI
668
RS Crum Inc
California
$690K – – –
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$687K +$363 +2 +0.1%
GS
670
GWN Securities
Florida
$687K +$131K +721 +24%
IWM
671
IHT Wealth Management
Illinois
$683K -$41.1K -226 -6%
SF
672
Summit Financial
New Jersey
$680K -$16.2K -89 -2%
PCA
673
Pallas Capital Advisors
Massachusetts
$672K -$13.1K -72 -2%
RIL
674
Rothschild Investment LLC
Illinois
$671K +$5.27K +29 +0.8%
SS
675
Sunbelt Securities
Texas
$668K +$1.64K +9 +0.3%
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