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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1126
Avion Wealth
Texas
$8K – – –
HNW
1127
High Note Wealth
Minnesota
$7.94K – – –
JWA
1128
JFS Wealth Advisors
Pennsylvania
$7.81K +$6.47K +37 +370%
GIM
1129
Gold Investment Management
Alberta, Canada
$7.47K – – –
T
1130
Transce3nd
Texas
$7.31K -$699 -4 -8%
SIM
1131
Synergy Investment Management
Florida
$7.31K +$7.69K +44 New
ATC
1132
Adirondack Trust Company
New York
$6.64K – – –
AP
1133
Aspect Partners
Virginia
$6.31K – – –
JGIA
1134
Jackson Grant Investment Advisers
Connecticut
$6.31K – – –
RMP
1135
Richards, Merrill & Peterson
Washington
$5.81K – – –
CCMI
1136
Creative Capital Management Investments
California
$5.48K – – –
GWSG
1137
GPS Wealth Strategies Group
Colorado
$5.31K +$5.59K +32 New
CPG
1138
Cornerstone Planning Group
New Jersey
$5.21K +$2.8K +16 +89%
MSFP
1139
Mark Sheptoff Financial Planning
Connecticut
$5.15K – – –
CFS
1140
Compass Financial Services
Iowa
$5.15K +$5.42K +31 New
OCM
1141
Orion Capital Management
California
$5.11K +$175 +1 +3%
SWIM
1142
Smallwood Wealth Investment Management
New Jersey
$4.98K +$5.24K +30 New
S
1143
Sachetta
Massachusetts
$4.82K -$175 -1 -3%
CFB
1144
Cullen/Frost Bankers
Texas
$4.65K -$4.54K -26 -48%
SIS
1145
Strategic Investment Solutions
Illinois
$4.36K +$350 +2 +8%
RWA
1146
Redmont Wealth Advisors
Illinois
$4.32K +$4.54K +26 New
ANBT
1147
American National Bank & Trust
Texas
$4.15K – – –
IBOK
1148
Independence Bank of Kentucky
Kentucky
$4.15K – – –
BI
1149
Binnacle Investments
Iowa
$4.15K +$4.37K +25 New
BFP
1150
Briaud Financial Planning
Texas
$4K – – –
44 45
46
47 48