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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
776
Platform Technology Partners
New York
$291K +$283K +1,920 New
EWA
777
EverSource Wealth Advisors
Alabama
$289K +$2.5K +17 +0.9%
SYBT
778
Stock Yards Bank & Trust
Kentucky
$289K -$14.4K -98 -5%
BSW
779
Buckingham Strategic Wealth
Missouri
$287K -$35.5K -241 -11%
IAP
780
Indie Asset Partners
Indiana
$287K +$63.2K +429 +29%
FMLI
781
Fukoku Mutual Life Insurance
Japan
$287K – – –
IA
782
IFG Advisory
Georgia
$285K +$276K +1,875 New
AAM
783
Augustine Asset Management
Florida
$282K +$10K +68 +4%
RPWA
784
Regent Peak Wealth Advisors
Georgia
$279K -$147 -1 -0.1%
FFA
785
Farther Finance Advisors
California
$278K +$34.5K +234 +14%
CA
786
Cornerstone Advisory
Maryland
$277K +$2.95K +20 +1%
CWM
787
Cornerstone Wealth Management
Missouri
$275K +$20.5K +139 +8%
CCG
788
Catalina Capital Group
California
$274K +$266K +1,806 New
ASBI
789
American State Bank (Iowa)
Iowa
$274K – – –
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$274K +$265K +1,802 New
CCA
791
Clearwater Capital Advisors
Illinois
$273K – – –
SW
792
SkyOak Wealth
Michigan
$271K – – –
WPP
793
Whalerock Point Partners
Rhode Island
$270K – – –
LTI
794
Laffer Tengler Investments
Tennessee
$268K +$111K +751 +74%
KCM
795
Kathmere Capital Management
Pennsylvania
$268K +$52.4K +356 +25%
SB
796
Simmons Bank
Arkansas
$267K -$12.2K -83 -5%
KA
797
Kovack Advisors
Florida
$266K -$46.5K -316 -15%
CWM
798
Cabot Wealth Management
Massachusetts
$265K – – –
DMBA
799
Deseret Mutual Benefit Administrators
Utah
$264K -$884 -6 -0.3%
VIM
800
VELA Investment Management
Ohio
$263K -$368K -2,500 -59%
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