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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1126
High Note Wealth
Minnesota
$8.23K +$8.42K +48 New
AW
1127
Avion Wealth
Texas
$8K +$527 +3 +7%
GIM
1128
Gold Investment Management
Alberta, Canada
$7.75K – – –
PMFA
1129
Plante Moran Financial Advisors
Michigan
$7.66K +$7.55K +43 +2,150%
ATC
1130
Adirondack Trust Company
New York
$6.89K -$4.56K -26 -39%
JFGIW
1131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.78K -$10.7K -61 -61%
AP
1132
Aspect Partners
Virginia
$6.54K – – –
JGIA
1133
Jackson Grant Investment Advisers
Connecticut
$6.54K – – –
CA
1134
Continuum Advisory
Idaho
$6.37K – – –
MWA
1135
Medallion Wealth Advisors
Connecticut
$6.29K +$6.49K +37 New
RMP
1136
Richards, Merrill & Peterson
Washington
$6.03K +$6.14K +35 New
CCMI
1137
Creative Capital Management Investments
California
$5.68K – – –
WAS
1138
Winch Advisory Services
Wisconsin
$5.51K +$5.62K +32 New
MSFP
1139
Mark Sheptoff Financial Planning
Connecticut
$5.34K – – –
OCM
1140
Orion Capital Management
California
$5.23K +$5.26K +30 New
S
1141
Sachetta
Massachusetts
$5.17K -$702 -4 -12%
LSA
1142
Leonteq Securities AG
Switzerland
$5.17K -$1.4K -8 -21%
AIC
1143
Archer Investment Corporation
Indiana
$4.95K – – –
SC
1144
SouthState Corp
Florida
$4.65K – – –
ANBT
1145
American National Bank & Trust
Texas
$4.3K -$50K -285 -92%
IBOK
1146
Independence Bank of Kentucky
Kentucky
$4.3K -$2.63K -15 -38%
BFP
1147
Briaud Financial Planning
Texas
$4K +$4.56K +26 New
RWM
1148
Raffa Wealth Management
District of Columbia
$3.96K -$1.93K -11 -32%
DCM
1149
Davis Capital Management
Florida
$3.96K – – –
RTL
1150
Red Tortoise LLC
Georgia
$3.96K – – –
44 45
46
47 48