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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
951
Creative Capital Management Investments
California
$3.69K – – –
GBT
952
Grove Bank & Trust
Florida
$3.69K +$1.07K +9 +38%
MSFP
953
Mark Sheptoff Financial Planning
Connecticut
$3.47K – – –
IFAM
954
Institutional & Family Asset Management
Colorado
$3.36K – – –
BWM
955
BerganKDV Wealth Management
Minnesota
$3.35K – – –
GEA
956
Glen Eagle Advisors
New Jersey
$3.25K – – –
DIP
957
DT Investment Partners
Pennsylvania
$3.18K – – –
TAM
958
Tucker Asset Management
Colorado
$2.8K – – –
SIS
959
Strategic Investment Solutions
Illinois
$2.6K +$2.75K +23 New
RTL
960
Red Tortoise LLC
Georgia
$2.58K – – –
MA
961
MCF Advisors
Kentucky
$2.46K – – –
YDMI
962
Y.D. More Investments
Israel
$2.24K +$836 +7 +54%
PWMG
963
Prestige Wealth Management Group
New Jersey
$2.02K – – –
TFA
964
Toth Financial Advisory
Virginia
$2.02K +$2.15K +18 New
CAM
965
ClariVest Asset Management
California
$2K – – –
HPC
966
HM Payson & Co
Maine
$1.9K +$2.03K +17 New
TF
967
Tompkins Financial
New York
$1.68K – – –
TFM
968
TFC Financial Management
Massachusetts
$1.57K +$716 +6 +75%
VCM
969
Versant Capital Management
Arizona
$1.34K – – –
FCA
970
Fortis Capital Advisors
Kansas
$1.12K +$1.19K +10 New
MFT
971
Moisand Fitzgerald Tamayo
Florida
$1.01K – – –
UFF
972
USA Financial Formulas
Michigan
$1.01K +$1.07K +9 New
AW
973
Avion Wealth
Texas
$1K +$1.19K +10 +500%
DWA
974
Delos Wealth Advisors
Texas
$896 – – –
WWP
975
WR Wealth Planners
Missouri
$784 +$836 +7 New
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