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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Angeles Wealth Management
California
$238K +$219K +1,064 New
EAM
1027
Empirical Asset Management
Massachusetts
$238K +$219K +1,063 New
TFM
1028
TFC Financial Management
Massachusetts
$237K +$1.03K +5 +0.5%
BWP
1029
Balboa Wealth Partners
Arizona
$237K +$218K +1,059 New
EA
1030
Eclectic Associates
California
$235K +$216K +1,050 New
EA
1031
Everpar Advisors
Oklahoma
$235K +$216K +1,050 New
JIC
1032
Johnson Investment Counsel
Ohio
$235K +$216K +1,050 New
TPA
1033
Trivium Point Advisory
Connecticut
$234K +$215K +1,047 New
NB
1034
Nicolet Bankshares
Wisconsin
$234K +$215K +1,046 New
EV
1035
EJMK Ventures
Illinois
$233K -$77.8K -378 -27%
SG
1036
StoneX Group
New York
$232K -$49.2K -239 -19%
TPWA
1037
Twin Peaks Wealth Advisors
California
$232K -$2.67K -13 -1%
BCM
1038
Bannerstone Capital Management
Minnesota
$232K +$213K +1,035 New
TBT
1039
Texas Bank & Trust
Texas
$231K +$213K +1,034 New
GI
1040
GAMCO Investors
Connecticut
$231K +$212K +1,032 New
SB
1041
Simmons Bank
Arkansas
$230K +$212K +1,030 New
SCP
1042
Sivia Capital Partners
California
$230K +$212K +1,030 New
AWM
1043
Avior Wealth Management
Nebraska
$230K +$212K +1,028 New
GWS
1044
Greykasell Wealth Strategies
California
$230K – – –
UB
1045
UMB Bank
Missouri
$230K +$7.82K +38 +4%
EFS
1046
Essex Financial Services
Connecticut
$228K +$210K +1,022 New
RIA
1047
Rhodes Investment Advisors
Texas
$228K +$210K +1,021 New
WDC
1048
Woodward Diversified Capital
California
$226K – – –
WA
1049
Waddell & Associates
Tennessee
$226K +$208K +1,011 New
B
1050
Barings
North Carolina
$225K +$207K +1,007 New
40 41
42
43 44