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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1076
PFG Private Wealth Management
Florida
$2.58K – – –
PCMC
1077
Planning Capital Management Corporation
Pennsylvania
$2.43K – – –
GLR
1078
Great Lakes Retirement
Ohio
$2.28K +$2.21K +15 New
NMG
1079
New Millennium Group
Utah
$2.23K +$2.21K +15 New
CAC
1080
Core Alternative Capital
Georgia
$2.13K – – –
RWM
1081
Ruedi Wealth Management
Illinois
$1.97K +$1.92K +13 New
CPG
1082
Cornerstone Planning Group
New Jersey
$1.93K +$1.33K +9 +225%
JWM
1083
Janiczek Wealth Management
Colorado
$1.82K – – –
TFM
1084
TFC Financial Management
Massachusetts
$1.67K -$442 -3 -21%
JWA
1085
JFS Wealth Advisors
Pennsylvania
$1.52K -$147 -1 -9%
RCM
1086
Richardson Capital Management
Wisconsin
$1.52K +$1.47K +10 New
DWA
1087
Delos Wealth Advisors
Texas
$1.37K – – –
NL
1088
NVWM LLC
Pennsylvania
$1.21K +$442 +3 +60%
VF
1089
VitalStone Financial
Texas
$1.06K – – –
SFCL
1090
Strengthening Families & Communities LLC
Massachusetts
$1K +$589 +4 New
CIA
1091
Cape Investment Advisory
Georgia
$911 – – –
FCA
1092
FinTrust Capital Advisors
South Carolina
$911 +$884 +6 New
SFA
1093
Semmax Financial Advisors
North Carolina
$825 – – –
MIM
1094
Macroview Investment Management
Maryland
$759 – – –
WWM
1095
Wolff Wiese Magana
California
$759 +$737 +5 New
LIA
1096
Lynx Investment Advisory
District of Columbia
$607 +$589 +4 New
CAM
1097
Creekmur Asset Management
Illinois
$455 +$442 +3 New
SSB
1098
Sandy Spring Bank
Maryland
$455 +$442 +3 New
MIA
1099
MeadowBrook Investment Advisors
Michigan
$304 – – –
PMFA
1100
Plante Moran Financial Advisors
Michigan
$304 – – –
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