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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
726
PFG Investments
New York
$246K -$9.84K -84 -4%
NP
727
NorthRock Partners
Minnesota
$245K +$39.6K +338 +17%
AA
728
ALPS Advisors
Colorado
$244K -$91.7K -783 -26%
SFC
729
Strategic Financial Concepts
Texas
$243K – – –
MCC
730
Malaga Cove Capital
California
$243K – – –
BFS
731
Bard Financial Services
Connecticut
$243K -$58.6K -500 -18%
SFG
732
Socha Financial Group
New York
$243K – – –
UB
733
UMB Bank
Missouri
$241K -$47.8K -408 -15%
LWM
734
LJI Wealth Management
Indiana
$241K – – –
LFA
735
Legacy Financial Advisors
Kentucky
$240K +$43.3K +370 +20%
PA
736
Pinnacle Associates
New York
$239K +$468 +4 +0.2%
NCM
737
Novare Capital Management
North Carolina
$239K – – –
RWA
738
Redhawk Wealth Advisors
Minnesota
$235K -$5.86K -50 -2%
WKWM
739
Walter & Keenan Wealth Management
Indiana
$235K – – –
SB
740
Simmons Bank
Arkansas
$235K -$12.5K -107 -5%
KFP
741
KMG Fiduciary Partners
Ohio
$235K – – –
AWM
742
Affinity Wealth Management
Delaware
$235K +$3.04K +26 +1%
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$234K -$48.1K -411 -16%
WPP
744
Whalerock Point Partners
Rhode Island
$234K – – –
CA
745
Clearstead Advisors
Ohio
$232K +$165K +1,407 +190%
NP
746
Nilsine Partners
Colorado
$232K -$24K -205 -9%
GWCM
747
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
WPC
748
White Pine Capital
Minnesota
$227K +$247K +2,105 New
BCM
749
Bluefin Capital Management
New York
$227K +$246K +2,100 New
EFI
750
EHP Funds Inc
Canada
$227K +$246K +2,100 New
28 29
30
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