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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
701
Newbridge Financial Services Group
Florida
$715K +$520K +2,529 +379%
AIP
702
Ameritas Investment Partners
Nebraska
$715K -$26.1K -127 -4%
TC
703
TownSquare Capital
Utah
$705K +$38.9K +189 +6%
MA
704
Mutual Advisors
Nebraska
$700K +$30.5K +148 +5%
TP
705
TritonPoint Partners
Maryland
$699K +$643K +3,127 New
GFP
706
Gryphon Financial Partners
Ohio
$696K +$65.2K +317 +11%
OWP
707
ORG Wealth Partners
Texas
$694K +$35K +170 +6%
CK
708
Cohen Klingenstein
New York
$693K – – –
FDS
709
First Dallas Securities
Texas
$693K – – –
GVAG
710
Great Valley Advisor Group
Delaware
$692K -$82.7K -402 -11%
ITG
711
Index Technologies Group
New York
$689K -$30.7K -149 -5%
CVM
712
Cheviot Value Management
California
$685K – – –
A
713
Argentarii
Ohio
$683K +$206 +1 +0%
CI
714
Cigna Investments
Connecticut
$681K -$8.64K -42 -1%
CAS
715
Coppell Advisory Solutions
Texas
$678K +$1.15M +5,603 New
SWP
716
Stratos Wealth Partners
Ohio
$676K +$178K +867 +40%
NERM
717
New England Research & Management
Illinois
$673K – – –
MWM
718
Mission Wealth Management
California
$672K +$619K +3,007 New
BC
719
Brookfield Corp
Ontario, Canada
$671K -$27.7M -134,652 -98%
RBC
720
Roble Belko & Company
Pennsylvania
$671K – – –
WCA
721
Westover Capital Advisors
Delaware
$671K – – –
NP
722
Nilsine Partners
Colorado
$664K +$7.41K +36 +1%
PCA
723
Pallas Capital Advisors
Massachusetts
$662K -$147K -714 -19%
MSWMA
724
Market Street Wealth Management Advisors
Indiana
$660K +$823 +4 +0.1%
AG
725
Ascent Group
Virginia
$658K +$38.1K +185 +7%
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