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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
851
IFG Advisory
Georgia
$302K +$158 +1 +0.1%
FPAS
852
Focus Partners Advisor Solutions
Missouri
$299K +$25.1K +159 +9%
WA
853
Waverly Advisors
Alabama
$297K +$292K +1,850 New
LWM
854
LJI Wealth Management
Indiana
$297K – – –
4A
855
4Wealth Advisors
Illinois
$297K -$2.53K -16 -0.9%
GWM
856
Gibbs Wealth Management
Georgia
$293K +$25K +158 +9%
IWA
857
Icon Wealth Advisors
Texas
$293K +$17.2K +109 +6%
EWP
858
Elevation Wealth Partners
California
$292K – – –
ACA
859
Aptus Capital Advisors
Alabama
$291K -$201K -1,273 -41%
PMA
860
Prudent Man Advisors
Illinois
$290K +$3.32K +21 +1%
QWP
861
Quotient Wealth Partners
Texas
$289K -$18.6K -118 -6%
PCMM
862
Piedmont Capital Management (Montana)
Montana
$288K -$9.48K -60 -3%
BFS
863
Bard Financial Services
Connecticut
$288K -$39.5K -250 -12%
FSA
864
Fort Sheridan Advisors
Illinois
$288K +$31.6K +200 +13%
ASBI
865
American State Bank (Iowa)
Iowa
$286K -$3.95K -25 -1%
WPP
866
Whalerock Point Partners
Rhode Island
$286K – – –
KP
867
Keel Point
Alabama
$285K +$19.6K +124 +8%
PCM
868
Penserra Capital Management
California
$285K -$1.19M -7,515 -81%
MWM
869
Mission Wealth Management
California
$284K -$1.11K -7 -0.4%
GLA
870
Great Lakes Advisors
Illinois
$283K -$23.2K -147 -8%
MWM
871
MinichMacGregor Wealth Management
New York
$283K +$278K +1,760 New
CC
872
Corton Capital
Ontario, Canada
$282K +$277K +1,755 New
CWM
873
Cabot Wealth Management
Massachusetts
$281K – – –
KA
874
Kovack Advisors
Florida
$280K -$2.37K -15 -0.9%
NS
875
NBC Securities
Alabama
$280K -$95.4K -604 -26%
33 34
35
36 37