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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
726
Krane Funds Advisors
New York
$568K +$129K +676 +29%
OFG
727
Oxford Financial Group
Indiana
$563K -$4K -21 -0.7%
NERM
728
New England Research & Management
Illinois
$561K – – –
RBC
729
Roble Belko & Company
Pennsylvania
$560K – – –
LFG
730
Larson Financial Group
Missouri
$560K +$121K +634 +27%
MIM
731
Merrion Investment Management
New Jersey
$560K – – –
WCA
732
Westover Capital Advisors
Delaware
$560K – – –
MA
733
Mutual Advisors
Nebraska
$556K +$7.25K +38 +1%
DWP
734
Daymark Wealth Partners
Ohio
$554K +$58.7K +308 +12%
TC
735
TownSquare Capital
Utah
$553K +$34.7K +182 +7%
MSWMA
736
Market Street Wealth Management Advisors
Indiana
$550K +$4.77K +25 +0.9%
TCWA
737
Turtle Creek Wealth Advisors
Texas
$549K +$69.8K +366 +14%
KIM
738
Kestra Investment Management
Texas
$548K -$371K -1,943 -40%
OWP
739
ORG Wealth Partners
Texas
$547K -$1.72K -9 -0.3%
FC
740
Fulcrum Capital
Washington
$546K – – –
MWA
741
MFA Wealth Advisors
Pennsylvania
$543K +$2.86K +15 +0.5%
CAS
742
CTC Alternative Strategies
Illinois
$541K +$553K +2,900 New
AP
743
Advisors Preferred
Maryland
$539K +$264K +1,383 +92%
PFPG
744
Pinnacle Financial Partners (Georgia)
Georgia
$530K +$8.2K +43 +2%
JRPIM
745
Journey Retirement Planning & Investment Management
Idaho
$529K -$1.22M -6,407 -69%
IA
746
IFP Advisors
Florida
$528K +$6.87K +36 +1%
MCA
747
Magnolia Capital Advisors
Mississippi
$528K – – –
EW
748
Element Wealth
Mississippi
$526K +$3.43K +18 +0.6%
WG
749
Winton Group
United Kingdom
$522K +$534K +2,800 New
GFP
750
Gryphon Financial Partners
Ohio
$522K +$47.1K +247 +10%
28 29
30
31 32