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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
726
Market Street Wealth Management Advisors
Indiana
$541K +$1.82K +10 +0.3%
MWA
727
MFA Wealth Advisors
Pennsylvania
$536K – – –
AWM
728
Adams Wealth Management
Utah
$531K -$22.2K -122 -4%
MCA
729
Magnolia Capital Advisors
Mississippi
$524K +$514K +2,828 New
MJRIC
730
Mogy Joel R Investment Counsel
California
$523K – – –
NP
731
Nilsine Partners
Colorado
$523K +$40.7K +224 +9%
SAI
732
Savvy Advisors Inc
New York
$522K +$247K +1,359 +93%
EW
733
Element Wealth
Mississippi
$519K +$3.63K +20 +0.7%
PFPG
734
Pinnacle Financial Partners (Georgia)
Georgia
$518K +$507K +2,792 New
IA
735
IFP Advisors
Florida
$517K -$74.5K -410 -13%
PF
736
Phoenix Financial
Israel
$516K +$507K +2,792 New
FISPB
737
Fideuram - Intesa Sanpaolo Private Banking
$516K +$506K +2,785 New
TC
738
TownSquare Capital
Utah
$515K +$64.7K +356 +15%
LWA
739
Lantern Wealth Advisors
New York
$514K – – –
GL
740
GHE LLC
Tennessee
$510K +$501K +2,756 New
WAC
741
William Allan Corp
Colorado
$510K +$1.82K +10 +0.4%
SA
742
Strategic Advocates
Utah
$510K -$39.8K -219 -7%
WFC
743
Western Financial Corp
California
$509K +$12.7K +70 +3%
IAIM
744
International Assets Investment Management
Florida
$508K -$17.3K -95 -3%
RCAG
745
Rehmann Capital Advisory Group
Michigan
$505K +$90.7K +499 +22%
JSW
746
Journey Strategic Wealth
New Jersey
$503K -$13.8K -76 -3%
GCM
747
Gables Capital Management
Florida
$503K -$4.54K -25 -0.9%
AG
748
Ascent Group
Virginia
$502K +$48.5K +267 +11%
SI
749
Stephens Inc
Arkansas
$501K -$29.2K -161 -6%
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$500K +$7.45K +41 +2%
28 29
30
31 32