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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
676
Signature Wealth Management Partners
New Jersey
$278K +$279K +2,141 New
APP
677
Alpha Paradigm Partners
Illinois
$277K – – –
EI
678
EDMP Inc
Florida
$277K – – –
C
679
Certuity
Florida
$275K -$39.6K -304 -13%
WPP
680
Whalerock Point Partners
Rhode Island
$275K – – –
GI
681
GAMCO Investors
Connecticut
$274K -$9.76K -75 -3%
SS
682
Simplicity Solutions
Minnesota
$274K +$45.6K +350 +20%
AWM
683
Affinity Wealth Management
Delaware
$272K +$267K +2,051 New
FWM
684
Focused Wealth Management
New York
$268K +$260 +2 +0.1%
SWM
685
Spire Wealth Management
Virginia
$268K +$35.3K +271 +15%
KFP
686
KMG Fiduciary Partners
Ohio
$267K +$13.1K +101 +5%
MWM
687
Minot Wealth Management
Massachusetts
$265K +$265K +2,039 New
TPA
688
Trivium Point Advisory
Connecticut
$262K +$15.1K +116 +6%
MIM
689
Merrion Investment Management
New Jersey
$259K +$260K +2,000 New
FAFN
690
First Affirmative Financial Network
Colorado
$258K +$258K +1,985 New
PCM
691
Penserra Capital Management
California
$257K +$119K +916 +86%
RCAG
692
Rehmann Capital Advisory Group
Michigan
$257K -$2.6K -20 -1%
BWM
693
Bulltick Wealth Management
Florida
$255K -$178K -1,370 -41%
FHA
694
First Horizon Advisors
Tennessee
$255K +$162K +1,246 +173%
RPWA
695
Regent Peak Wealth Advisors
Georgia
$252K +$911 +7 +0.4%
JF
696
Jump Financial
Illinois
$251K -$1.34M -10,261 -84%
UIA
697
UBP Investment Advisors
Switzerland
$250K – – –
NA
698
NewEdge Advisors
Louisiana
$250K +$4.95K +38 +2%
BFO
699
Boston Family Office
Massachusetts
$250K +$22.8K +175 +10%
BCA
700
Berman Capital Advisors
Georgia
$249K +$56.1K +431 +29%
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