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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
726
Williams Jones Wealth Management
New York
$262K -$417K -3,830 -63%
SWP
727
Stratos Wealth Partners
Ohio
$261K -$60.7K -557 -20%
SFC
728
Strategic Financial Concepts
Texas
$260K -$9.04K -83 -4%
STA
729
Summit Trail Advisors
New York
$260K +$245K +2,251 New
MCC
730
Malaga Cove Capital
California
$260K – – –
SFG
731
Socha Financial Group
New York
$260K – – –
LWM
732
LJI Wealth Management
Indiana
$258K – – –
RWA
733
Redhawk Wealth Advisors
Minnesota
$257K +$243K +2,228 New
GS
734
GTS Securities
Florida
$257K +$242K +2,224 New
NCM
735
Novare Capital Management
North Carolina
$255K – – –
PA
736
Pinnacle Associates
New York
$255K -$3.49K -32 -1%
BL
737
Balentine LLC
Georgia
$252K +$30.6K +281 +15%
WKWM
738
Walter & Keenan Wealth Management
Indiana
$252K – – –
KFP
739
KMG Fiduciary Partners
Ohio
$251K -$177K -1,629 -43%
WPP
740
Whalerock Point Partners
Rhode Island
$250K +$5.01K +46 +2%
V
741
ViaWealth
Kansas
$248K +$2.29K +21 +1%
AWM
742
Affinity Wealth Management
Delaware
$248K +$17.4K +160 +8%
SIM
743
Sentry Investment Management
Wisconsin
$247K – – –
GWCM
744
Godshalk Welsh Capital Management
Pennsylvania
$245K – – –
HPM
745
Hoxton Planning & Management
West Virginia
$245K -$12.3K -113 -5%
SFS
746
Stiles Financial Services
Minnesota
$242K -$13K -119 -5%
SCM
747
Shelton Capital Management
Colorado
$241K – – –
CAS
748
CTC Alternative Strategies
Illinois
$241K +$227K +2,085 New
OFG
749
Oxford Financial Group
Indiana
$240K +$11K +101 +5%
MF
750
Manchester Financial
California
$239K – – –
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