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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$234K -$103K -830 -32%
CW
702
CreativeOne Wealth
Kansas
$233K +$222K +1,786 New
PAG
703
Private Advisory Group
Washington
$229K +$218K +1,752 New
SS
704
Simplicity Solutions
Minnesota
$229K +$218K +1,757 New
CWM
705
Cabot Wealth Management
Massachusetts
$228K +$217K +1,745 New
BFO
706
Boston Family Office
Massachusetts
$228K +$217K +1,749 New
CG
707
Caprock Group
Idaho
$228K +$218K +1,751 New
HCM
708
Hutchinson Capital Management
California
$225K +$214K +1,724 New
TC
709
TAP Consulting
Missouri
$224K -$129K -1,041 -38%
GLA
710
Good Life Advisors
Pennsylvania
$222K -$11.4K -92 -5%
PWM
711
Perigon Wealth Management
California
$221K +$211K +1,694 New
DWT
712
Dorsey & Whitney Trust
South Dakota
$219K +$208K +1,677 New
BP
713
Ballentine Partners
Massachusetts
$217K +$207K +1,663 New
EMG
714
Ellington Management Group
Connecticut
$216K +$206K +1,658 New
BIA
715
Barry Investment Advisors
Massachusetts
$213K +$203K +1,630 New
ZCM
716
Ziegler Capital Management
Illinois
$212K +$202K +1,623 New
LIA
717
LS Investment Advisors
Michigan
$211K -$685K -5,512 -77%
TC
718
TownSquare Capital
Utah
$211K +$206K +1,656 New
AC
719
Avestar Capital
New York
$210K +$200K +1,606 New
EWM
720
Empirical Wealth Management
Washington
$210K +$200K +1,611 New
DAC
721
Dividend Assets Capital
South Carolina
$209K – – –
OGC
722
Oak Grove Capital
New Hampshire
$209K +$199K +1,600 New
MW
723
Marcum Wealth
Ohio
$207K +$197K +1,583 New
RC
724
Rovin Capital
Arizona
$204K +$194K +1,562 New
MA
725
Mutual Advisors
Nebraska
$203K +$194K +1,559 New
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