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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
951
Toth Financial Advisory
Virginia
$13K – – –
IHWM
952
Iron Horse Wealth Management
Iowa
$13K +$14.2K +100 New
BONH
953
Bank of New Hampshire
New Hampshire
$13K +$14.5K +102 New
LOIM
954
Liberty One Investment Management
Illinois
$12K -$244K -1,716 -95%
SSB
955
Sandy Spring Bank
Maryland
$12K +$285 +2 +2%
TAIM
956
TD Ameritrade Investment Management
Nebraska
$11K – – –
CFFP
957
Center for Financial Planning
Michigan
$10K – – –
CFN
958
Cordasco Financial Network
Florida
$10K – – –
CAC
959
Core Alternative Capital
Georgia
$10K +$3.85K +27 +59%
SPWM
960
Spartan Planning & Wealth Management
North Carolina
$10K +$11.1K +78 New
WIM
961
Westside Investment Management
California
$9.97K – – –
ETC
962
Exchange Traded Concepts
Oklahoma
$9K -$142 -1 -1%
CA
963
Crewe Advisors
Utah
$9K +$3.85K +27 +71%
PFGIA
964
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$6.27K -44 -41%
JWM
965
Janiczek Wealth Management
Colorado
$8K -$4.27K -30 -32%
GKIM
966
GW&K Investment Management
Massachusetts
$8K +$8.55K +60 New
AF
967
Arrow Financial
New York
$7K -$1.43K -10 -17%
HNWAG
968
High Net Worth Advisory Group
Florida
$7K – – –
IFAM
969
Institutional & Family Asset Management
Colorado
$7K – – –
NIC
970
Northwest Investment Counselors
Oregon
$7K – – –
OC
971
Oakworth Capital
Alabama
$7K – – –
CFD
972
Creative Financial Designs
Indiana
$6K -$569K -3,994 -99%
CAL
973
Capital Advisors Ltd
Ohio
$6K -$712 -5 -9%
SC
974
SouthState Corp
Florida
$6K – – –
RA
975
Rise Advisors
New York
$6K +$6.41K +45 New
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