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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
901
Pure Financial Advisors
California
$288K +$64.3K +354 +30%
KWM
902
Keebeck Wealth Management
Illinois
$286K +$281K +1,545 New
PCG
903
Prosperity Consulting Group
Maryland
$285K +$5.45K +30 +2%
SG
904
StoneX Group
New York
$283K +$278K +1,529 New
HBT
905
Heartland Bank & Trust
Illinois
$282K -$2K -11 -0.7%
JCM
906
Jacobi Capital Management
Pennsylvania
$282K – – –
PTC
907
Private Trust Company
Ohio
$281K -$243K -1,335 -47%
SCP
908
Sivia Capital Partners
California
$281K +$276K +1,518 New
CIA
909
Cladis Investment Advisory
Montana
$278K – – –
LC
910
Lavaca Capital
Texas
$278K – – –
DA
911
Dover Advisors
Virginia
$278K +$273K +1,500 New
AP
912
Advisors Preferred
Maryland
$277K +$273K +1,505 New
HCMG
913
Howard Capital Management Group
California
$276K -$536K -2,949 -66%
CAG
914
Csenge Advisory Group
Florida
$275K +$363 +2 +0.1%
USCWA
915
U.S. Capital Wealth Advisors
Texas
$274K +$2.73K +15 +1%
MGI
916
Miller Global Investments
Texas
$274K +$269K +1,479 New
CAG
917
Crestwood Advisors Group
Massachusetts
$272K +$72.9K +401 +37%
SDWIA
918
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$272K – – –
MPAM
919
Murphy Pohlad Asset Management
Minnesota
$271K – – –
AWA
920
Alta Wealth Advisors
Massachusetts
$271K +$727 +4 +0.3%
WT
921
Washington Trust
Rhode Island
$269K – – –
SW
922
SlateStone Wealth
Florida
$269K -$25.4K -140 -9%
MCI
923
MRP Capital Investments
Georgia
$268K – – –
HFM
924
Harvest Fund Management
China
$268K +$28.3K +156 +12%
BIA
925
Barry Investment Advisors
Massachusetts
$262K – – –
35 36
37
38 39