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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
701
MFA Wealth Advisors
Pennsylvania
$544K – – –
CVM
702
Cheviot Value Management
California
$542K +$529K +3,065 New
SI
703
Stephens Inc
Arkansas
$538K -$23.1K -134 -4%
TPCW
704
TD Private Client Wealth
New York
$537K -$4.49K -26 -0.9%
EWA
705
EverSource Wealth Advisors
Alabama
$536K +$44.7K +259 +10%
PTC
706
Private Trust Company
Ohio
$536K -$73.5K -426 -13%
MJRIC
707
Mogy Joel R Investment Counsel
California
$530K – – –
LFA
708
Legacy Financial Advisors
Kentucky
$527K +$485K +2,807 New
MA
709
Mutual Advisors
Nebraska
$526K +$32.8K +190 +7%
JSSH
710
J. Safra Sarasin Holding
$525K -$146K -844 -23%
JSW
711
Journey Strategic Wealth
New Jersey
$524K -$3.97K -23 -0.8%
EW
712
Element Wealth
Mississippi
$522K +$3.45K +20 +0.7%
TWC
713
TD Waterhouse Canada
Ontario, Canada
$522K +$8.8K +51 +2%
LWA
714
Lantern Wealth Advisors
New York
$521K – – –
TWP
715
Triad Wealth Partners
Kansas
$516K +$209K +1,212 +79%
LCM
716
Lazari Capital Management
California
$515K +$173 +1 +0%
WAC
717
William Allan Corp
Colorado
$515K +$13.1K +76 +3%
GCM
718
Gables Capital Management
Florida
$514K -$34.5K -200 -7%
PAM
719
Paradigm Asset Management
New York
$513K – – –
RC
720
Rexford Capital
Texas
$509K -$26.9K -156 -5%
OGC
721
Oak Grove Capital
New Hampshire
$507K – – –
AWM
722
AE Wealth Management
Kansas
$507K +$21.2K +123 +5%
WFC
723
Western Financial Corp
California
$503K +$26.9K +156 +6%
HSA
724
HBK Sorce Advisory
Pennsylvania
$501K +$485K +2,809 New
WAP
725
Wealthcare Advisory Partners
Pennsylvania
$499K -$25K -145 -5%
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