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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
726
IHT Wealth Management
Illinois
$639K -$210K -1,021 -26%
IPW
727
Impact Partnership Wealth
Georgia
$637K +$586K +2,847 New
KIA
728
KCM Investment Advisors
California
$637K +$586K +2,846 New
EW
729
Element Wealth
Mississippi
$635K +$3.5K +17 +0.6%
OFG
730
Oxford Financial Group
Indiana
$635K -$36.8K -179 -6%
DWP
731
Daymark Wealth Partners
Ohio
$634K -$27.4K -133 -4%
MCA
732
Magnolia Capital Advisors
Mississippi
$629K -$3.09K -15 -0.5%
LWA
733
Lantern Wealth Advisors
New York
$621K +$20.6K +100 +4%
PFPG
734
Pinnacle Financial Partners (Georgia)
Georgia
$620K -$13.4K -65 -2%
HSA
735
HBK Sorce Advisory
Pennsylvania
$609K -$65.6K -319 -11%
WCM
736
WealthBridge Capital Management
Ohio
$607K -$12.6K -61 -2%
OIA
737
OneDigital Investment Advisors
Kansas
$606K -$660K -3,208 -54%
WAC
738
William Allan Corp
Colorado
$605K +$1.03K +5 +0.2%
IAIM
739
International Assets Investment Management
Florida
$602K +$3.91K +19 +0.7%
AIS
740
American Investment Services
Massachusetts
$594K – – –
LCM
741
Lazari Capital Management
California
$590K +$206 +1 +0%
CAG
742
Crestwood Advisors Group
Massachusetts
$588K +$135K +655 +33%
CCA
743
Childress Capital Advisors
Texas
$584K -$18.9K -92 -3%
WAP
744
Wealthcare Advisory Partners
Pennsylvania
$583K -$28.6K -139 -5%
IF
745
Intrua Financial
Texas
$583K +$133K +646 +33%
EAN
746
Excelsior Advisor Network
Colorado
$583K +$536K +2,606 New
FNBSF
747
First National Bank Sioux Falls
South Dakota
$582K – – –
WIS
748
Wright Investors Service
Connecticut
$579K -$383K -1,862 -42%
SCM
749
Schnieders Capital Management
California
$576K – – –
KA
750
Kovack Advisors
Florida
$572K -$1.03K -5 -0.2%
28 29
30
31 32