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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
951
Tradition Wealth Management
Minnesota
$213K +$209K +1,325 New
MNBTD
952
Moody National Bank Trust Division
Texas
$212K -$12.3K -78 -6%
PSP
953
Principal Street Partners
Tennessee
$212K +$208K +1,316 New
USCWA
954
U.S. Capital Wealth Advisors
Texas
$210K -$790 -5 -0.4%
FFA
955
First Foundation Advisors
California
$210K – – –
CP
956
Canopy Partners
Ohio
$209K +$1.11K +7 +0.5%
SN
957
Sittner & Nelson
Oregon
$208K – – –
PFA
958
Pure Financial Advisors
California
$207K +$203K +1,285 New
RI
959
Ridgewood Investments
New Jersey
$206K – – –
LCM
960
Logan Capital Management
Pennsylvania
$205K – – –
WANY
961
Wealthspire Advisors (New York)
New York
$204K +$201K +1,271 New
EWM
962
EPG Wealth Management
Georgia
$202K – – –
SFG
963
Socha Financial Group
New York
$201K -$79K -500 -29%
MGP
964
M&G plc
United Kingdom
$199K -$160K -1,011 -45%
HNB
965
Hilltop National Bank
Wyoming
$192K +$188K +1,193 New
BWM
966
Bullock Wealth Management
Indiana
$192K +$1.26K +8 +0.7%
CTC
967
Central Trust Company
Missouri
$187K – – –
HIA
968
Harbor Investment Advisory
Maryland
$185K -$23.5K -149 -11%
AWM
969
Activest Wealth Management
Florida
$185K -$1.11K -7 -0.6%
CF
970
Centaurus Financial
California
$181K +$26.1K +165 +17%
AAP
971
Arax Advisory Partners
Colorado
$177K +$30.3K +192 +23%
TIM
972
Thompson Investment Management
Wisconsin
$176K – – –
M
973
MOTCO
Texas
$172K -$5.37K -34 -3%
CH
974
Cromwell Holdings
Wyoming
$172K +$6K +38 +4%
TFM
975
TFC Financial Management
Massachusetts
$170K -$316 -2 -0.2%
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