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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
676
Purkiss Capital Advisors
Connecticut
$719K +$74.4K +390 +11%
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$714K +$21.9K +115 +3%
GCM
678
GKV Capital Management
California
$713K -$19.1K -100 -3%
LAM
679
L2 Asset Management
Massachusetts
$711K -$110K -578 -13%
TFA
680
Tobias Financial Advisors
Florida
$705K -$4.39K -23 -0.6%
PCIA
681
Prime Capital Investment Advisors
Kansas
$696K +$81K +425 +13%
RCI
682
RS Crum Inc
California
$695K – – –
SWM
683
Spire Wealth Management
Virginia
$689K -$596K -3,125 -46%
PCA
684
Pallas Capital Advisors
Massachusetts
$685K +$8.39K +44 +1%
BWM
685
Bernicke Wealth Management
Wisconsin
$683K -$30.5K -160 -4%
BPC
686
Bearing Point Capital
Minnesota
$676K +$9.54K +50 +1%
SS
687
Sunbelt Securities
Texas
$672K -$954 -5 -0.1%
RIL
688
Rothschild Investment LLC
Illinois
$672K -$4.2K -22 -0.6%
ATPW
689
Ashton Thomas Private Wealth
Arizona
$670K +$685K +3,590 New
AGP
690
Autumn Glory Partners
Texas
$669K – – –
SC
691
Schulhoff & Co
Ohio
$659K – – –
MM
692
MQS Management
New York
$655K +$669K +3,509 New
MG
693
Mather Group
Illinois
$654K +$28.8K +151 +5%
GVAG
694
Great Valley Advisor Group
Delaware
$652K +$217K +1,136 +48%
PE
695
PCM Encore
Colorado
$649K +$12K +63 +2%
WFC
696
Western Financial Corp
California
$643K +$133K +699 +25%
BA
697
Bridgewater Associates
Connecticut
$639K +$401K +2,102 +159%
UAG
698
United Advisor Group
Ohio
$635K +$3.43K +18 +0.5%
PA
699
Profund Advisors
Maryland
$635K -$232K -1,216 -26%
AL
700
Aspiriant LLC
California
$633K -$379K -1,988 -37%
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