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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Secure Asset Management
Michigan
$242K +$231K +1,855 New
TPA
702
Trivium Point Advisory
Connecticut
$240K +$3.48K +28 +2%
GC
703
GFG Capital
Florida
$239K -$48.2K -388 -17%
SS
704
Sunbelt Securities
Texas
$238K -$1.37K -11 -0.6%
BWA
705
BDO Wealth Advisors
Florida
$237K – – –
SWM
706
Spire Wealth Management
Virginia
$234K -$103K -830 -32%
CW
707
CreativeOne Wealth
Kansas
$233K +$222K +1,786 New
PAG
708
Private Advisory Group
Washington
$229K +$218K +1,752 New
SS
709
Simplicity Solutions
Minnesota
$229K +$218K +1,757 New
CWM
710
Cabot Wealth Management
Massachusetts
$228K +$217K +1,745 New
BFO
711
Boston Family Office
Massachusetts
$228K +$217K +1,749 New
CG
712
Caprock Group
Idaho
$228K +$218K +1,751 New
HCM
713
Hutchinson Capital Management
California
$225K +$214K +1,724 New
TC
714
TAP Consulting
Missouri
$224K -$129K -1,041 -38%
GLA
715
Good Life Advisors
Pennsylvania
$222K -$11.4K -92 -5%
PWM
716
Perigon Wealth Management
California
$221K +$211K +1,694 New
DWT
717
Dorsey & Whitney Trust
South Dakota
$219K +$208K +1,677 New
BP
718
Ballentine Partners
Massachusetts
$217K +$207K +1,663 New
EMG
719
Ellington Management Group
Connecticut
$216K +$206K +1,658 New
BIA
720
Barry Investment Advisors
Massachusetts
$213K +$203K +1,630 New
ZCM
721
Ziegler Capital Management
Illinois
$212K +$202K +1,623 New
LIA
722
LS Investment Advisors
Michigan
$211K -$685K -5,512 -77%
TC
723
TownSquare Capital
Utah
$211K +$206K +1,656 New
AC
724
Avestar Capital
New York
$210K +$200K +1,606 New
EWM
725
Empirical Wealth Management
Washington
$210K +$200K +1,611 New
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