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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
776
Shelton Capital Management
Colorado
$293K – – –
PTP
777
Platform Technology Partners
New York
$291K +$283K +1,920 New
EWA
778
EverSource Wealth Advisors
Alabama
$289K +$2.5K +17 +0.9%
SYBT
779
Stock Yards Bank & Trust
Kentucky
$289K -$14.4K -98 -5%
BSW
780
Buckingham Strategic Wealth
Missouri
$287K -$35.5K -241 -11%
IAP
781
Indie Asset Partners
Indiana
$287K +$63.2K +429 +29%
FMLI
782
Fukoku Mutual Life Insurance
Japan
$287K – – –
IA
783
IFG Advisory
Georgia
$285K +$276K +1,875 New
AAM
784
Augustine Asset Management
Florida
$282K +$10K +68 +4%
RPWA
785
Regent Peak Wealth Advisors
Georgia
$279K -$147 -1 -0.1%
FFA
786
Farther Finance Advisors
California
$278K +$34.5K +234 +14%
CA
787
Cornerstone Advisory
Maryland
$277K +$2.95K +20 +1%
CWM
788
Cornerstone Wealth Management
Missouri
$275K +$20.5K +139 +8%
CCG
789
Catalina Capital Group
California
$274K +$266K +1,806 New
ASBI
790
American State Bank (Iowa)
Iowa
$274K – – –
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$274K +$265K +1,802 New
CCA
792
Clearwater Capital Advisors
Illinois
$273K – – –
SW
793
SkyOak Wealth
Michigan
$271K – – –
WPP
794
Whalerock Point Partners
Rhode Island
$270K – – –
LTI
795
Laffer Tengler Investments
Tennessee
$268K +$111K +751 +74%
KCM
796
Kathmere Capital Management
Pennsylvania
$268K +$52.4K +356 +25%
SB
797
Simmons Bank
Arkansas
$267K -$12.2K -83 -5%
KA
798
Kovack Advisors
Florida
$266K -$46.5K -316 -15%
CWM
799
Cabot Wealth Management
Massachusetts
$265K – – –
DMBA
800
Deseret Mutual Benefit Administrators
Utah
$264K -$884 -6 -0.3%
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