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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
701
JDM Financial Group
Texas
$627K +$2.1K +11 +0.3%
TWP
702
Triad Wealth Partners
Kansas
$625K +$36.8K +193 +6%
PA
703
Procyon Advisors
Connecticut
$624K +$221K +1,158 +53%
AIP
704
Ameritas Investment Partners
Nebraska
$620K – – –
JIC
705
Joel Isaacson & Co
New York
$619K -$134K -702 -17%
TPCW
706
TD Private Client Wealth
New York
$618K +$63.9K +335 +11%
MCM
707
Monument Capital Management
Virginia
$617K -$3.62K -19 -0.6%
HSA
708
HBK Sorce Advisory
Pennsylvania
$612K +$28.6K +150 +5%
BCV
709
Banque Cantonale Vaudoise
Switzerland
$610K +$624K +3,270 New
CIA
710
Capital Investment Advisors
Georgia
$602K +$24.4K +128 +4%
ITG
711
Index Technologies Group
New York
$602K -$15.6K -82 -2%
FCM
712
Fourpath Capital Management
Oklahoma
$602K – – –
EWA
713
EverSource Wealth Advisors
Alabama
$597K +$47.9K +251 +9%
WA
714
WealthTrust Axiom
Pennsylvania
$597K – – –
RC
715
Rexford Capital
Texas
$596K +$48.2K +253 +9%
JSW
716
Journey Strategic Wealth
New Jersey
$590K +$85.1K +446 +16%
NP
717
Nilsine Partners
Colorado
$590K +$20.2K +106 +4%
TW
718
TritonPoint Wealth
Maryland
$585K -$190K -995 -24%
FNBSF
719
First National Bank Sioux Falls
South Dakota
$582K -$8.39K -44 -1%
WG
720
Welch Group
Alabama
$582K +$763 +4 +0.1%
A
721
Argentarii
Ohio
$580K -$4.96K -26 -0.8%
CK
722
Cohen Klingenstein
New York
$578K – – –
FDS
723
First Dallas Securities
Texas
$578K – – –
CI
724
Cigna Investments
Connecticut
$575K -$10.1K -53 -2%
CVM
725
Cheviot Value Management
California
$572K – – –
27 28
29
30 31