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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1126
West Branch Capital
Massachusetts
$12.9K – – –
FNWA
1127
Financial Network Wealth Advisors
Utah
$12.9K – – –
WA
1128
Westfuller Advisors
New York
$12.8K +$11.7K +68 New
AWA
1129
American Wealth Advisors
Georgia
$12.8K +$11.7K +68 New
FLP
1130
Financial Life Planners
Arizona
$11.3K +$10.4K +60 New
SWP
1131
Strategic Wealth Partners
Ohio
$10.9K +$6.56K +38 +190%
RWA
1132
Redmont Wealth Advisors
Illinois
$10.5K – – –
LAM
1133
LOM Asset Management
$10K -$7.77K -45 -45%
ACM
1134
Anfield Capital Management
California
$9.95K – – –
SC
1135
SouthState Corp
Florida
$9.76K -$5.18K -30 -37%
OC
1136
Oakworth Capital
Alabama
$9.76K – – –
KFA
1137
Kelleher Financial Advisors
New York
$9.76K +$8.98K +52 New
FP
1138
Financial Perspectives
Minnesota
$9.69K – – –
DWS
1139
Dynamic Wealth Strategies
California
$9.57K +$2.76K +16 +46%
BSB
1140
Bangor Savings Bank
Maine
$9.38K – – –
CTA
1141
Colonial Trust Advisors
South Carolina
$9.38K – – –
GGI
1142
Godsey & Gibb Inc
Virginia
$9.38K – – –
RDFA
1143
Ritter Daniher Financial Advisory
Ohio
$9.01K +$8.29K +48 New
OCM
1144
Orion Capital Management
California
$8.76K +$2.76K +16 +52%
GIM
1145
Gold Investment Management
Alberta, Canada
$8.45K – – –
JWA
1146
JFS Wealth Advisors
Pennsylvania
$8.26K – – –
AP
1147
Aspect Partners
Virginia
$8.07K +$863 +5 +13%
MAFA
1148
MJT & Associates Financial Advisory
Minnesota
$7.7K +$5.87K +34 +486%
NEWAS
1149
N.E.W. Advisory Services
Wisconsin
$7.51K – – –
ATC
1150
Adirondack Trust Company
New York
$7.51K – – –
44 45
46
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