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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
701
Yoffe Investment Management
Pennsylvania
$631K – – –
AWM
702
Adams Wealth Management
Utah
$629K +$96.3K +505 +18%
JFG
703
JDM Financial Group
Texas
$627K +$2.1K +11 +0.3%
TWP
704
Triad Wealth Partners
Kansas
$625K +$36.8K +193 +6%
PA
705
Procyon Advisors
Connecticut
$624K +$221K +1,158 +53%
AIP
706
Ameritas Investment Partners
Nebraska
$620K – – –
JIC
707
Joel Isaacson & Co
New York
$619K -$134K -702 -17%
TPCW
708
TD Private Client Wealth
New York
$618K +$63.9K +335 +11%
MCM
709
Monument Capital Management
Virginia
$617K -$3.62K -19 -0.6%
HSA
710
HBK Sorce Advisory
Pennsylvania
$612K +$28.6K +150 +5%
BCV
711
Banque Cantonale Vaudoise
Switzerland
$610K +$624K +3,270 New
CIA
712
Capital Investment Advisors
Georgia
$602K +$24.4K +128 +4%
ITG
713
Index Technologies Group
New York
$602K -$15.6K -82 -2%
FCM
714
Fourpath Capital Management
Oklahoma
$602K – – –
EWA
715
EverSource Wealth Advisors
Alabama
$597K +$47.9K +251 +9%
WA
716
WealthTrust Axiom
Pennsylvania
$597K – – –
RC
717
Rexford Capital
Texas
$596K +$48.2K +253 +9%
JSW
718
Journey Strategic Wealth
New Jersey
$590K +$85.1K +446 +16%
NP
719
Nilsine Partners
Colorado
$590K +$20.2K +106 +4%
TW
720
TritonPoint Wealth
Maryland
$585K -$190K -995 -24%
FNBSF
721
First National Bank Sioux Falls
South Dakota
$582K -$8.39K -44 -1%
WG
722
Welch Group
Alabama
$582K +$763 +4 +0.1%
A
723
Argentarii
Ohio
$580K -$4.96K -26 -0.8%
CK
724
Cohen Klingenstein
New York
$578K – – –
FDS
725
First Dallas Securities
Texas
$578K – – –
27 28
29
30 31