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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Affinity Wealth Management
Delaware
$527K -$3.09K -15 -0.6%
BAM
777
Blueshift Asset Management
New Jersey
$525K +$483K +2,347 New
CCP
778
Carmel Capital Partners
California
$519K -$9.46K -46 -2%
RPC
779
Rossmore Private Capital
Connecticut
$514K -$20.6K -100 -4%
MCM
780
Monument Capital Management
Virginia
$511K -$210K -1,022 -31%
HFBOT
781
Home Federal Bank of Tennessee
Tennessee
$509K +$216K +1,050 +86%
PWMG
782
Prestige Wealth Management Group
New Jersey
$508K -$398K -1,935 -46%
PI
783
PFG Investments
New York
$508K -$14.4K -70 -3%
AC
784
AlphaCore Capital
California
$506K +$465K +2,262 New
PWPS
785
Pinnacle Wealth Planning Services
Ohio
$506K -$1.03K -5 -0.2%
AA
786
Advisory Alpha
Michigan
$505K +$57.8K +281 +14%
CAM
787
Chesapeake Asset Management
New York
$504K – – –
MBT
788
Montecito Bank & Trust
California
$501K +$86.4K +420 +23%
LP
789
LMR Partners
United Kingdom
$500K -$2.57M -12,485 -85%
AWE
790
Avidian Wealth Enterprises
Texas
$500K +$36K +175 +8%
GL
791
GHE LLC
Tennessee
$498K -$23.7K -115 -5%
BRWA
792
B. Riley Wealth Advisors
Florida
$497K -$55.6K -270 -11%
CI
793
CX Institutional
Indiana
$496K +$64.2K +312 +16%
SGI
794
Summit Global Investments
Utah
$494K -$363K -1,765 -44%
KFS
795
Kaizen Financial Strategies
California
$494K +$24.5K +119 +6%
VSQM
796
V-Square Quantitative Management
Illinois
$491K +$36K +175 +9%
I
797
InceptionR
California
$486K +$447K +2,171 New
WSFS
798
Wilmington Savings Fund Society
Delaware
$484K -$14.6K -71 -3%
DMBA
799
Deseret Mutual Benefit Administrators
Utah
$480K -$69.1K -336 -14%
NJIM
800
Nabity-Jensen Investment Management
Nebraska
$479K -$3.09K -15 -0.7%
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