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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
876
Marest Capital
California
$377K +$347K +1,686 New
KWM
877
Keebeck Wealth Management
Illinois
$376K +$113K +551 +49%
SSG
878
Summit Securities Group
New York
$376K +$335K +1,628 +3,072%
BMWS
879
Brady Martz Wealth Solutions
North Dakota
$376K +$19.1K +93 +6%
PTP
880
Platform Technology Partners
New York
$375K +$1.85K +9 +0.5%
CTC
881
Cetera Trust Company
Minnesota
$372K – – –
SCM
882
Shelton Capital Management
Colorado
$372K -$453K -2,200 -57%
OWA
883
Outlook Wealth Advisors
Texas
$370K – – –
AP
884
Advisors Preferred
Maryland
$367K -$260K -1,265 -44%
IWA
885
Icon Wealth Advisors
Texas
$364K +$2.67K +13 +0.8%
FT
886
Fiduciary Trust
Massachusetts
$364K -$1.65K -8 -0.5%
BWM
887
BAM Wealth Management
Colorado
$359K +$102K +495 +45%
SFC
888
Strategic Financial Concepts
Texas
$358K -$97.1K -472 -23%
SAG
889
SageView Advisory Group
California
$357K -$15.2K -74 -4%
CWM
890
ClientFirst Wealth Management
Arkansas
$356K – – –
WTB
891
Washington Trust Bank
Washington
$351K -$39.1K -190 -11%
PTC
892
Private Trust Company
Ohio
$351K +$6.17K +30 +2%
NRC
893
New Republic Capital
North Carolina
$348K +$11.1K +54 +4%
HBT
894
Heartland Bank & Trust
Illinois
$347K -$2.67K -13 -0.8%
CAG
895
Csenge Advisory Group
Florida
$346K +$4.32K +21 +1%
CFO
896
Cambient Family Office
Michigan
$346K +$62.6K +304 +24%
MGI
897
Miller Global Investments
Texas
$344K -$412 -2 -0.1%
ICP
898
Interchange Capital Partners
Pennsylvania
$343K +$64K +311 +25%
JC
899
JB Capital
Connecticut
$342K +$90.9K +442 +41%
JCM
900
Jacobi Capital Management
Pennsylvania
$341K – – –
34 35
36
37 38