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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
676
Washington Trust Bank
Washington
$396K -$5.8K -48 -2%
AGP
677
Autumn Glory Partners
Texas
$394K – – –
AMR
678
Asset Management Resources
Massachusetts
$392K -$62.6K -518 -16%
JIC
679
Johnson Investment Counsel
Ohio
$390K -$34.1K -282 -9%
SWP
680
Stratos Wealth Partners
Ohio
$388K +$25.1K +208 +8%
CC
681
Cipher Capital
New York
$388K +$329K +2,719 New
ITC
682
Inspire Trust Company
Nevada
$385K +$326K +2,700 New
MWA
683
MFA Wealth Advisors
Pennsylvania
$385K +$326K +2,700 New
EI
684
EDMP Inc
Florida
$385K – – –
AFG
685
Atomi Financial Group
New York
$384K +$326K +2,694 New
GL
686
Graypoint LLC
New York
$383K +$22.4K +185 +7%
CI
687
Conning Inc
Connecticut
$381K -$2.42K -20 -0.7%
HIA
688
Harbor Investment Advisory
Maryland
$381K -$78.4K -649 -20%
OWA
689
Octavia Wealth Advisors
Ohio
$378K -$15K -124 -4%
ORC
690
O'Rourke & Company
Massachusetts
$370K +$25.3K +209 +9%
IA
691
IFP Advisors
Florida
$370K -$167K -1,385 -35%
MFG
692
Merit Financial Group
Georgia
$370K -$46.3K -383 -13%
LFG
693
Larson Financial Group
Missouri
$369K +$5.68K +47 +2%
TC
694
Trust Company
Kansas
$368K -$19.7K -163 -6%
KPWS
695
Kestra Private Wealth Services
Texas
$368K +$312K +2,579 New
GI
696
GAMMA Investing
California
$363K +$317K +2,620 New
SWA
697
Stratos Wealth Advisors
Ohio
$360K +$967 +8 +0.3%
MIS
698
Morningstar Investment Services
Illinois
$358K +$300K +2,480 New
WG
699
Welch Group
Alabama
$358K +$725 +6 +0.2%
MLL
700
Moody Lynn & Lieberson
Massachusetts
$357K -$3.02K -25 -1%
26 27
28
29 30