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Simon Property Group
SPG

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