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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1051
Arrow Financial
New York
$5.16K – – –
RWM
1052
Raffa Wealth Management
District of Columbia
$5.16K – – –
CCMI
1053
Creative Capital Management Investments
California
$5.01K – – –
CAS
1054
Coppell Advisory Solutions
Texas
$4.86K +$4.71K +32 New
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$4.71K – – –
IFAM
1056
Institutional & Family Asset Management
Colorado
$4.55K – – –
S
1057
Sachetta
Massachusetts
$4.49K +$3.68K +25 +625%
GEA
1058
Glen Eagle Advisors
New Jersey
$4.4K – – –
DF
1059
Dunhill Financial
United Kingdom
$4.27K – – –
PCWA
1060
Pacific Capital Wealth Advisors
California
$4.25K +$4.13K +28 New
UWS
1061
Unique Wealth Strategies
Illinois
$4.22K +$3.98K +27 New
SC
1062
SouthState Corp
Florida
$4.1K +$2.5K +17 +170%
SIS
1063
Strategic Investment Solutions
Illinois
$3.88K +$3.68K +25 New
CJ
1064
Caitlin John
Michigan
$3.79K – – –
GBT
1065
Grove Bank & Trust
Florida
$3.64K – – –
RTL
1066
Red Tortoise LLC
Georgia
$3.49K – – –
MA
1067
MCF Advisors
Kentucky
$3.34K – – –
AIC
1068
Archer Investment Corporation
Indiana
$3.08K – – –
GI
1069
Gradient Investments
Minnesota
$3.04K -$1.47K -10 -33%
CAM
1070
ClariVest Asset Management
California
$3.02K -$2.06K -14 -41%
SFC
1071
Strategic Financial Concepts
Texas
$2.92K -$367K -2,491 -99%
CA
1072
Continuum Advisory
Idaho
$2.88K – – –
PWMG
1073
Prestige Wealth Management Group
New Jersey
$2.73K -$576K -3,907 -100%
ME
1074
McIlrath & Eck
Washington
$2.73K +$2.65K +18 New
EBA
1075
Eagle Bay Advisors
New York
$2.58K – – –
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