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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
XC
1126
XY Capital
Hong Kong
$28.9K +$28.3K +156 New
AP
1127
Atwood & Palmer
Missouri
$28.7K – – –
GSWM
1128
Golden State Wealth Management
California
$28.5K – – –
TCOT
1129
Trust Company of Toledo
Ohio
$28.3K – – –
BWAM
1130
Boyd Watterson Asset Management
Ohio
$27.8K -$545 -3 -2%
C
1131
Covestor
United Kingdom
$27K -$10.9K -60 -29%
TWD
1132
True Wealth Design
Ohio
$24.8K +$1.82K +10 +8%
DWM
1133
Dogwood Wealth Management
Kansas
$24.1K +$2.91K +16 +14%
WA
1134
WPG Advisers
Maryland
$23.9K – – –
BDPWM
1135
Barnes Dennig Private Wealth Management
Ohio
$23.9K +$9.27K +51 +65%
CIA
1136
Cape Investment Advisory
Georgia
$23.5K +$3.09K +17 +15%
KAS
1137
Kemnay Advisory Services
New York
$23.1K +$22.7K +125 New
DSC
1138
Duncker Streett & Co
Missouri
$22.8K – – –
CPG
1139
Cornerstone Planning Group
New Jersey
$22.6K +$16K +88 +251%
AWM
1140
Abound Wealth Management
Tennessee
$22.6K – – –
PPC
1141
Park Place Capital
Alabama
$22.2K -$1.64K -9 -7%
HFS
1142
Hughes Financial Services
Virginia
$22.2K – – –
LAS
1143
Lloyd Advisory Services
Georgia
$22K +$21.6K +119 New
SEP
1144
Signature Equity Partners
Ohio
$21.8K +$21.4K +118 New
KFAS
1145
Keating Financial Advisory Services
Kansas
$21.5K +$21.1K +116 New
SR
1146
Swiss Re
Switzerland
$20.2K +$19.8K +109 New
AFC
1147
Ares Financial Consulting
California
$19.8K +$19.4K +107 New
MO
1148
McMillan Office
Michigan
$18.9K +$18.5K +102 New
WIM
1149
Westside Investment Management
California
$18.8K – – –
PCFFS
1150
Pacific Center for Financial Services
California
$18.6K – – –
44 45
46
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