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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
751
Davenport & Co
Virginia
$418K +$74.6K +425 +21%
HKIMG
752
Hutchens & Kramer Investment Management Group
Indiana
$417K -$9.3K -53 -2%
MFG
753
Merit Financial Group
Georgia
$416K +$424K +2,416 New
ORC
754
O'Rourke & Company
Massachusetts
$415K -$52.5K -299 -11%
ACA
755
Aptus Capital Advisors
Alabama
$415K +$139K +793 +49%
SCP
756
Silverleafe Capital Partners
Tennessee
$413K – – –
MWM
757
Meridian Wealth Management
Kentucky
$413K +$28.6K +163 +7%
UB
758
UMB Bank
Missouri
$412K +$11.6K +66 +3%
RFA
759
Resurgent Financial Advisors
Georgia
$409K +$417K +2,377 New
CWM
760
Congress Wealth Management
Massachusetts
$407K -$143K -814 -26%
IWA
761
IBEX Wealth Advisors
New Jersey
$404K +$412K +2,346 New
JSW
762
Journey Strategic Wealth
New Jersey
$404K +$1.4K +8 +0.3%
LC
763
Lindbrook Capital
California
$404K +$2.81K +16 +0.7%
TAM
764
Titleist Asset Management
Texas
$402K +$702 +4 +0.2%
MCM
765
Manchester Capital Management
Vermont
$400K +$702 +4 +0.2%
VSQM
766
V-Square Quantitative Management
Illinois
$399K +$36.9K +210 +10%
LIA
767
LS Investment Advisors
Michigan
$399K +$93.9K +535 +30%
EFG
768
Embree Financial Group
Illinois
$396K -$37.9K -216 -9%
JFG
769
Jefferies Financial Group
New York
$390K -$1.94M -11,030 -83%
AWM
770
Affinity Wealth Management
Delaware
$389K – – –
LI
771
LRI Investments
Florida
$388K – – –
BC
772
Burney Company
Virginia
$388K +$118K +674 +43%
FC
773
Fulcrum Capital
Washington
$387K +$394K +2,246 New
FCP
774
Fidelis Capital Partners
Florida
$386K +$6.14K +35 +2%
RCA
775
Resonant Capital Advisors
Wisconsin
$385K +$16.3K +93 +4%
29 30
31
32 33