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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
901
Triad Wealth Partners
Kansas
$138K +$134K +912 New
GRP
902
Global Retirement Partners
California
$136K +$13.8K +94 +12%
SAS
903
Stelac Advisory Services
New York
$134K – – –
YDMI
904
Y.D. More Investments
Israel
$133K +$129K +878 New
NP
905
Ninepoint Partners
Ontario, Canada
$133K – – –
CF
906
Centaurus Financial
California
$131K +$2.8K +19 +2%
CPBTD
907
Central Pacific Bank - Trust Division
Hawaii
$131K -$4.42K -30 -3%
RFA
908
Register Financial Advisors
Georgia
$126K – – –
SCM
909
Silvant Capital Management
Georgia
$125K – – –
MHR
910
Matthew Hamilton Rosenberg
$120K -$6.78K -46 -5%
CWC
911
Carolinas Wealth Consulting
North Carolina
$118K +$589 +4 +0.5%
HI
912
Harbour Investments
Wisconsin
$118K +$2.65K +18 +2%
GXJ
913
Global X Japan
Japan
$116K +$113K +764 New
MC
914
Muzinich & Co
New York
$111K +$53.8K +365 +100%
CFGS
915
Concourse Financial Group Securities
Alabama
$107K +$1.18K +8 +1%
MA
916
Montag & Associates
Georgia
$107K – – –
LSA
917
Leonteq Securities AG
Switzerland
$104K +$65.3K +443 +184%
FFO
918
Fortitude Family Office
Arizona
$98.2K +$84.3K +572 +763%
CFO
919
CVA Family Office
Colorado
$97.6K +$2.36K +16 +3%
QL
920
Quarry LP
New York
$97.3K +$47.1K +320 +100%
TFF
921
The Family Firm
Maryland
$97.2K +$94.3K +640 New
CWP
922
Concord Wealth Partners
Virginia
$96.2K +$295 +2 +0.3%
UCB
923
United Community Bank
South Carolina
$94.4K +$47.4K +322 +107%
PPC
924
Park Place Capital
Alabama
$91.7K -$6.78K -46 -7%
CFM
925
Catalyst Funds Management
Australia
$91.1K -$73.7K -500 -45%
35 36
37
38 39