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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
Crewe Advisors
Utah
$40.5K +$38K +259 New
C
952
Covestor
United Kingdom
$40K +$14.1K +96 +59%
BTI
953
Blue Trust Inc
Georgia
$39.1K -$75.8K -517 -67%
CT
954
Cambridge Trust
Massachusetts
$39.1K – – –
KFI
955
Key Financial Inc
Pennsylvania
$38.7K – – –
PA
956
PSI Advisors
Florida
$38.2K – – –
HGERS
957
Householder Group Estate & Retirement Specialist
Arizona
$38.2K -$1.47K -10 -4%
MAWCM
958
Mine & Arao Wealth Creation & Management
California
$37.7K +$733 +5 +2%
LSA
959
Leonteq Securities AG
Switzerland
$37.7K -$97.8K -667 -73%
TSWM
960
Tyler-Stone Wealth Management
Ohio
$37.2K – – –
BFPW
961
BOK Financial Private Wealth
Colorado
$36.8K – – –
AT
962
Arlington Trust
Alabama
$36.5K -$3.81K -26 -10%
DIP
963
DT Investment Partners
Pennsylvania
$35.7K – – –
HWA
964
HHM Wealth Advisors
Tennessee
$35.4K – – –
BGAI
965
Bruce G. Allen Investments
Colorado
$35.2K -$8.95K -61 -21%
OA
966
Operose Advisors
Wisconsin
$32.9K – – –
HIM
967
Hillsdale Investment Management
Ontario, Canada
$32.9K +$30.8K +210 New
BF
968
BOK Financial
Oklahoma
$32.1K -$60.4K -412 -66%
WB
969
Webster Bank
Connecticut
$31.3K -$32.3K -220 -52%
HCM
970
Highlander Capital Management
New Jersey
$31.3K -$16K -109 -35%
NECFA
971
New England Capital Financial Advisors
Connecticut
$31.3K – – –
CFD
972
Creative Financial Designs
Indiana
$30.7K +$4.69K +32 +20%
PFA
973
Pathway Financial Advisers
Indiana
$28.6K -$407K -2,775 -94%
AF
974
Advisornet Financial
Minnesota
$27.5K +$1.61K +11 +7%
EC
975
EntryPoint Capital
New York
$25.5K +$23.9K +163 New
37 38
39
40 41