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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
751
Princeton Global Asset Management
New Jersey
$5K – – –
SFSIG
752
San Francisco Sentry Investment Group
California
$5K – – –
RWA
753
Ropes Wealth Advisors
Massachusetts
$4K -$9.54K -125 -74%
AJ
754
Ashburton (Jersey)
Jersey
$4K – – –
JWM
755
Janiczek Wealth Management
Colorado
$4K – – –
MF
756
Manchester Financial
California
$4K +$76 +1 +2%
GI
757
Gradient Investments
Minnesota
$3K – – –
IFAM
758
Institutional & Family Asset Management
Colorado
$3K – – –
LFG
759
Larson Financial Group
Missouri
$3K – – –
CCC
760
Crescent Capital Consulting
Louisiana
$3K +$3.05K +40 New
RWM
761
Raffa Wealth Management
District of Columbia
$2.39K – – –
BWL
762
Bogart Wealth LLC
Virginia
$2K – – –
JFA
763
JNBA Financial Advisors
Minnesota
$2K – – –
EWM
764
Edge Wealth Management
New York
$2K +$611 +8 +40%
PWMG
765
Prestige Wealth Management Group
New Jersey
$2K +$1.38K +18 New
SFO
766
Standard Family Office
South Dakota
$2K +$1.68K +22 New
HS
767
Horan Securities
United States
$2K +$2.14K +28 New
CT
768
Caldwell Trust
Florida
$1.88K -$13.8K -181 -89%
KCM
769
Kathmere Capital Management
Pennsylvania
$1K -$28K -367 -98%
BWM
770
Baystate Wealth Management
Massachusetts
$1K -$76 -1 -7%
TFM
771
TFC Financial Management
Massachusetts
$1K – – –
LWM
772
Liberty Wealth Management
California
$1K +$458 +6 +43%
AWM
773
Accel Wealth Management
Iowa
$1K +$535 +7 New
GWMIA
774
Global Wealth Management Investment Advisory
Florida
$1K +$764 +10 New
MLFP
775
MPS Loria Financial Planners
Illinois
$1K +$993 +13 New
29 30
31
32 33