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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
801
Sloy Dahl & Holst
Washington
$263K – – –
MCI
802
MRP Capital Investments
Georgia
$263K -$40.3K -275 -14%
RI
803
Ridgewood Investments
New Jersey
$263K -$8.8K -60 -3%
EWA
804
EverSource Wealth Advisors
Alabama
$262K -$5.72K -39 -2%
CWM
805
Cornerstone Wealth Management
Missouri
$262K +$587 +4 +0.2%
BIA
806
Barry Investment Advisors
Massachusetts
$259K – – –
WVP
807
Worth Venture Partners
New Jersey
$258K – – –
CA
808
Cullinan Associates
Kentucky
$258K -$597K -4,070 -71%
KA
809
KLCM Advisors
Wisconsin
$257K -$220K -1,500 -48%
PAM
810
Paradigm Asset Management
New York
$256K – – –
FFA
811
Farther Finance Advisors
California
$255K +$21.9K +149 +10%
HA
812
Hanover Advisors
South Carolina
$255K +$239K +1,628 New
GWCM
813
Godshalk Welsh Capital Management
Pennsylvania
$254K – – –
CCA
814
Childress Capital Advisors
Texas
$254K -$17.3K -118 -7%
SGI
815
Summit Global Investments
Utah
$253K -$676K -4,613 -74%
DP
816
Dearborn Partners
Illinois
$252K – – –
V
817
ViaWealth
Kansas
$251K -$27.9K -190 -11%
IWA
818
Icon Wealth Advisors
Texas
$251K +$733 +5 +0.3%
CIA
819
Cladis Investment Advisory
Montana
$250K -$73.3K -500 -24%
MAM
820
Martingale Asset Management
Massachusetts
$250K +$234K +1,595 New
ATIA
821
American Trust Investment Advisors
New Hampshire
$248K +$232K +1,585 New
OCM
822
One Capital Management
California
$247K +$231K +1,578 New
PWPS
823
Pinnacle Wealth Planning Services
Ohio
$243K -$2.49K -17 -1%
QWP
824
Quotient Wealth Partners
Texas
$241K +$226K +1,541 New
CAM
825
Cidel Asset Management
Ontario, Canada
$240K -$9.97K -68 -4%
31 32
33
34 35