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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Cornerstone Advisory
Maryland
$314K +$9.13K +52 +3%
EWP
827
Elevation Wealth Partners
California
$313K -$35.1K -200 -10%
RPWA
828
Regent Peak Wealth Advisors
Georgia
$312K -$1.05K -6 -0.3%
QWP
829
Quotient Wealth Partners
Texas
$311K +$16.7K +95 +6%
ASBI
830
American State Bank (Iowa)
Iowa
$310K – – –
PMA
831
Prudent Man Advisors
Illinois
$307K -$32.5K -185 -9%
BC
832
Bridgefront Capital
Texas
$306K +$312K +1,777 New
WPP
833
Whalerock Point Partners
Rhode Island
$306K – – –
SCM
834
Shelton Capital Management
Colorado
$304K – – –
AAM
835
Augustine Asset Management
Florida
$302K -$12.1K -69 -4%
SFG
836
Socha Financial Group
New York
$301K +$17.6K +100 +6%
CWM
837
Cabot Wealth Management
Massachusetts
$301K – – –
RBI
838
Raiffeisen Bank International
Austria
$300K +$308K +1,755 New
FSA
839
Fort Sheridan Advisors
Illinois
$299K – – –
VIM
840
VELA Investment Management
Ohio
$299K – – –
BJL
841
Brighton Jones LLC
Washington
$295K +$301K +1,713 New
OL
842
Optas LLC
Texas
$294K -$9.65K -55 -3%
DMBA
843
Deseret Mutual Benefit Administrators
Utah
$292K +$176 +1 +0.1%
CCA
844
Childress Capital Advisors
Texas
$291K +$10.2K +58 +4%
BP
845
BNP Paribas
France
$291K – – –
SWIG
846
Strategic Wealth Investment Group
Kentucky
$291K – – –
SYBT
847
Stock Yards Bank & Trust
Kentucky
$290K -$1.23K -7 -0.4%
PTP
848
Platform Technology Partners
New York
$286K -$45.3K -258 -13%
IWA
849
Icon Wealth Advisors
Texas
$286K +$2.63K +15 +0.9%
WVP
850
Worth Venture Partners
New Jersey
$284K – – –
32 33
34
35 36