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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1051
PFG Private Wealth Management
Florida
$2.66K -$1.17K -8 -32%
EBA
1052
Eagle Bay Advisors
New York
$2.66K -$1.03K -7 -29%
HWM
1053
HighMark Wealth Management
Minnesota
$2.66K +$2.49K +17 New
PCMC
1054
Planning Capital Management Corporation
Pennsylvania
$2.5K – – –
CAC
1055
Core Alternative Capital
Georgia
$2.19K -$15.4K -105 -88%
TFM
1056
TFC Financial Management
Massachusetts
$2.19K +$440 +3 +27%
T
1057
Tidemark
California
$2.03K – – –
JWM
1058
Janiczek Wealth Management
Colorado
$1.88K – – –
ECM
1059
Everence Capital Management
Indiana
$1.75K -$8.8K -60 -0.5%
JWA
1060
JFS Wealth Advisors
Pennsylvania
$1.72K -$440 -3 -21%
IGWM
1061
ICA Group Wealth Management
Colorado
$1.72K – – –
SC
1062
SouthState Corp
Florida
$1.56K +$1.47K +10 New
DWA
1063
Delos Wealth Advisors
Texas
$1.41K +$147 +1 +13%
FFWA
1064
FRG Family Wealth Advisors
Washington
$1.41K +$1.47K +10 New
AFWM
1065
Abich Financial Wealth Management
Virginia
$1.25K -$95.2K -649 -99%
CTWM
1066
Cherry Tree Wealth Management
Minnesota
$1.25K +$1.17K +8 New
PSB
1067
Piscataqua Savings Bank
New Hampshire
$1.25K +$1.17K +8 New
FSWA
1068
Financial Synergies Wealth Advisors
Texas
$1.1K +$1.03K +7 New
VF
1069
VitalStone Financial
Texas
$1K – – –
CIA
1070
Cape Investment Advisory
Georgia
$939 -$28.2K -192 -97%
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$793 – – –
NL
1072
NVWM LLC
Pennsylvania
$792 +$733 +5 New
MIM
1073
Macroview Investment Management
Maryland
$783 – – –
SFA
1074
Semmax Financial Advisors
North Carolina
$768 – – –
CPG
1075
Cornerstone Planning Group
New Jersey
$572 – – –
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