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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
701
TritonPoint Partners
Maryland
$699K +$643K +3,127 New
GFP
702
Gryphon Financial Partners
Ohio
$696K +$65.2K +317 +11%
OWP
703
ORG Wealth Partners
Texas
$694K +$35K +170 +6%
CK
704
Cohen Klingenstein
New York
$693K – – –
FDS
705
First Dallas Securities
Texas
$693K – – –
GVAG
706
Great Valley Advisor Group
Delaware
$692K -$82.7K -402 -11%
ITG
707
Index Technologies Group
New York
$689K -$30.7K -149 -5%
CVM
708
Cheviot Value Management
California
$685K – – –
A
709
Argentarii
Ohio
$683K +$206 +1 +0%
CI
710
Cigna Investments
Connecticut
$681K -$8.64K -42 -1%
CAS
711
Coppell Advisory Solutions
Texas
$678K +$1.15M +5,603 New
SWP
712
Stratos Wealth Partners
Ohio
$676K +$178K +867 +40%
NERM
713
New England Research & Management
Illinois
$673K – – –
MWM
714
Mission Wealth Management
California
$672K +$619K +3,007 New
BC
715
Brookfield Corp
Ontario, Canada
$671K -$27.7M -134,652 -98%
RBC
716
Roble Belko & Company
Pennsylvania
$671K – – –
WCA
717
Westover Capital Advisors
Delaware
$671K – – –
NP
718
Nilsine Partners
Colorado
$664K +$7.41K +36 +1%
PCA
719
Pallas Capital Advisors
Massachusetts
$662K -$147K -714 -19%
MSWMA
720
Market Street Wealth Management Advisors
Indiana
$660K +$823 +4 +0.1%
AG
721
Ascent Group
Virginia
$658K +$38.1K +185 +7%
RCAG
722
Rehmann Capital Advisory Group
Michigan
$658K +$127K +615 +26%
TW
723
TritonPoint Wealth
Maryland
$654K -$44.4K -216 -7%
MWA
724
MFA Wealth Advisors
Pennsylvania
$653K +$1.24K +6 +0.2%
KFA
725
Krane Funds Advisors
New York
$642K -$24.9K -121 -4%
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29
30 31