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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
1126
Howard Hughes Medical Institute
Maryland
$10.6K +$10.4K +66 New
HFM
1127
Harvest Fund Management
China
$10K -$642K -4,064 -98%
AW
1128
Avion Wealth
Texas
$10K +$3.16K +20 +43%
RWA
1129
Redmont Wealth Advisors
Illinois
$9K +$4.74K +30 +115%
CPG
1130
Cornerstone Planning Group
New Jersey
$8.8K +$2.84K +18 +53%
PWM
1131
Parkworth Wealth Management
California
$8.79K +$474 +3 +6%
CWM
1132
Cranbrook Wealth Management
Michigan
$8.68K +$8.53K +54 New
DWM
1133
Dogwood Wealth Management
Kansas
$8.66K +$5.21K +33 +165%
ACM
1134
Anfield Capital Management
California
$8.52K – – –
WIM
1135
Westside Investment Management
California
$8.38K +$8.06K +51 New
OC
1136
Oakworth Capital
Alabama
$8.36K – – –
FP
1137
Financial Perspectives
Minnesota
$8.3K – – –
CTA
1138
Colonial Trust Advisors
South Carolina
$8.04K – – –
GGI
1139
Godsey & Gibb Inc
Virginia
$8.04K – – –
BSB
1140
Bangor Savings Bank
Maine
$8.04K +$7.9K +50 New
HNW
1141
High Note Wealth
Minnesota
$7.85K +$158 +1 +2%
GIM
1142
Gold Investment Management
Alberta, Canada
$7.39K – – –
JWA
1143
JFS Wealth Advisors
Pennsylvania
$7.07K -$474 -3 -6%
T
1144
Transce3nd
Texas
$7.07K – – –
MSFP
1145
Mark Sheptoff Financial Planning
Connecticut
$6.91K +$1.9K +12 +39%
NEWAS
1146
N.E.W. Advisory Services
Wisconsin
$6.43K -$4.74K -30 -43%
ATC
1147
Adirondack Trust Company
New York
$6.43K – – –
AP
1148
Aspect Partners
Virginia
$6.11K – – –
JGIA
1149
Jackson Grant Investment Advisers
Connecticut
$6.11K – – –
IWM
1150
IMG Wealth Management
Florida
$6.11K +$6K +38 New
44 45
46
47 48