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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
876
BSW Wealth Partners
Colorado
$248K +$232K +1,468 New
SDWIA
877
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$248K – – –
PCM
878
Prelude Capital Management
New York
$246K +$230K +1,455 New
FHA
879
First Horizon Advisors
Tennessee
$245K -$1.58K -10 -0.7%
PFG
880
PAX Financial Group
Texas
$245K -$13K -82 -5%
USCWA
881
U.S. Capital Wealth Advisors
Texas
$245K +$19.3K +122 +9%
PP
882
PDS Planning
Ohio
$244K +$7.76K +49 +4%
TPCW
883
TD Private Client Wealth
New York
$243K +$5.54K +35 +3%
BPWM
884
Badgley Phelps Wealth Managers
Washington
$242K +$227K +1,433 New
BCG
885
Breakwater Capital Group
New Jersey
$242K +$8.55K +54 +4%
SIM
886
Sentry Investment Management
Wisconsin
$241K – – –
CPP
887
Capasso Planning Partners
South Carolina
$241K – – –
MWM
888
Modera Wealth Management
New Jersey
$240K – – –
MCCP
889
Mission Creek Capital Partners
California
$239K +$224K +1,414 New
KA
890
Kovack Advisors
Florida
$238K -$54.8K -346 -20%
BAAM
891
Baker Avenue Asset Management
California
$236K +$221K +1,394 New
BIA
892
Barry Investment Advisors
Massachusetts
$235K -$44.8K -283 -17%
KFP
893
KMG Fiduciary Partners
Ohio
$234K +$1.9K +12 +0.9%
VT
894
Vise Technologies
New York
$234K +$219K +1,383 New
FOA
895
Five Oceans Advisors
California
$233K +$218K +1,379 New
ST
896
Smithfield Trust
Pennsylvania
$233K +$3.8K +24 +2%
SW
897
SlateStone Wealth
Florida
$232K +$217K +1,370 New
SA
898
Strategic Advisors
New York
$231K -$276K -1,744 -56%
CFP
899
Catalyst Financial Partners
Massachusetts
$229K +$3.8K +24 +2%
AEPWM
900
Atlantic Edge Private Wealth Management
Florida
$228K – – –
34 35
36
37 38