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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
951
Independent Advisor Alliance
North Carolina
$7.42K -$1.34M -12,085 -16%
FMP
952
Financial Management Professionals
Texas
$7K +$2.67K +24 +75%
ADL
953
Asset Dedication LLC
California
$7K +$5.89K +53 +883%
NIC
954
Northwest Investment Counselors
Oregon
$6.58K – – –
OC
955
Oakworth Capital
Alabama
$6.11K – – –
AF
956
Arrow Financial
New York
$6K – – –
CA
957
Crewe Advisors
Utah
$5.76K -$21.7K -195 -80%
EBA
958
Eagle Bay Advisors
New York
$5.29K – – –
SN
959
Sittner & Nelson
Oregon
$5.17K – – –
PPWM
960
PFG Private Wealth Management
Florida
$5K -$81.9K -737 -95%
IBOK
961
Independence Bank of Kentucky
Kentucky
$5K – – –
MPCL
962
My Personal CFO LLC
Washington
$4.93K +$4.67K +42 New
CAM
963
Costello Asset Management
Pennsylvania
$4.7K – – –
ZIG
964
Zullo Investment Group
Pennsylvania
$4.7K – – –
CCMI
965
Creative Capital Management Investments
California
$4K +$3.67K +33 New
RWM
966
Raffa Wealth Management
District of Columbia
$3.99K – – –
MSFP
967
Mark Sheptoff Financial Planning
Connecticut
$3.64K – – –
LS
968
Leelyn Smith
Illinois
$3.52K -$10K -90 -75%
IFAM
969
Institutional & Family Asset Management
Colorado
$3.52K -$2.67K -24 -44%
BWM
970
BerganKDV Wealth Management
Minnesota
$3.49K +$111 +1 +3%
GEA
971
Glen Eagle Advisors
New Jersey
$3.41K – – –
DIP
972
DT Investment Partners
Pennsylvania
$3.29K – – –
BWL
973
Bogart Wealth LLC
Virginia
$3.05K – – –
GBT
974
Grove Bank & Trust
Florida
$3K +$2.67K +24 New
TAM
975
Tucker Asset Management
Colorado
$2.93K – – –
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