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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1126
Atwood & Palmer
Missouri
$28.7K – – –
GSWM
1127
Golden State Wealth Management
California
$28.5K – – –
TCOT
1128
Trust Company of Toledo
Ohio
$28.3K – – –
BWAM
1129
Boyd Watterson Asset Management
Ohio
$27.8K -$545 -3 -2%
C
1130
Covestor
United Kingdom
$27K -$10.9K -60 -29%
TWD
1131
True Wealth Design
Ohio
$24.8K +$1.82K +10 +8%
DWM
1132
Dogwood Wealth Management
Kansas
$24.1K +$2.91K +16 +14%
WA
1133
WPG Advisers
Maryland
$23.9K – – –
BDPWM
1134
Barnes Dennig Private Wealth Management
Ohio
$23.9K +$9.27K +51 +65%
CIA
1135
Cape Investment Advisory
Georgia
$23.5K +$3.09K +17 +15%
KAS
1136
Kemnay Advisory Services
New York
$23.1K +$22.7K +125 New
DSC
1137
Duncker Streett & Co
Missouri
$22.8K – – –
CPG
1138
Cornerstone Planning Group
New Jersey
$22.6K +$16K +88 +251%
AWM
1139
Abound Wealth Management
Tennessee
$22.6K – – –
PPC
1140
Park Place Capital
Alabama
$22.2K -$1.64K -9 -7%
HFS
1141
Hughes Financial Services
Virginia
$22.2K – – –
LAS
1142
Lloyd Advisory Services
Georgia
$22K +$21.6K +119 New
SEP
1143
Signature Equity Partners
Ohio
$21.8K +$21.4K +118 New
KFAS
1144
Keating Financial Advisory Services
Kansas
$21.5K +$21.1K +116 New
SR
1145
Swiss Re
Switzerland
$20.2K +$19.8K +109 New
AFC
1146
Ares Financial Consulting
California
$19.8K +$19.4K +107 New
MO
1147
McMillan Office
Michigan
$18.9K +$18.5K +102 New
WIM
1148
Westside Investment Management
California
$18.8K – – –
PCFFS
1149
Pacific Center for Financial Services
California
$18.6K – – –
DPW
1150
DiNuzzo Private Wealth
Pennsylvania
$18.5K – – –
44 45
46
47 48