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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1126
DT Investment Partners
Pennsylvania
$42.5K – – –
BFPW
1127
BOK Financial Private Wealth
Colorado
$42.3K – – –
VNA
1128
Valley National Advisers
Pennsylvania
$42K +$3.24K +17 +8%
SWM
1129
SHP Wealth Management
Massachusetts
$41.3K +$7.44K +39 +21%
APW
1130
Aventura Private Wealth
Florida
$39.7K -$19.1K -100 -32%
SL
1131
Salomon & Ludwin
Virginia
$39.6K – – –
DWS
1132
Dynamic Wealth Strategies
California
$39.2K +$26.5K +139 +196%
BC
1133
Bayforest Capital
United Kingdom
$38.2K -$29.9K -157 -43%
WAG
1134
Wilkerson Advisory Group
Missouri
$37.9K +$8.58K +45 +28%
TAR
1135
Trask Adam Roland
$37.3K +$38.1K +200 New
BGAI
1136
Bruce G. Allen Investments
Colorado
$36K – – –
FCAS
1137
First Command Advisory Services
Texas
$36K +$30.5K +160 +485%
GKIM
1138
GW&K Investment Management
Massachusetts
$35K +$1.33K +7 +4%
NECFA
1139
New England Capital Financial Advisors
Connecticut
$34.3K +$381 +2 +1%
DWP
1140
Destiny Wealth Partners
Florida
$33K +$33.8K +177 New
KFAS
1141
Keating Financial Advisory Services
Kansas
$32.8K +$11.4K +60 +52%
DWM
1142
Dogwood Wealth Management
Kansas
$31.9K +$7.82K +41 +32%
AP
1143
Atwood & Palmer
Missouri
$30.4K +$1.53K +8 +5%
FWA
1144
Flagship Wealth Advisors
Massachusetts
$29.6K – – –
CAN
1145
Capital Advisor Network
Indiana
$29.5K +$30.1K +158 New
TCOT
1146
Trust Company of Toledo
Ohio
$28.9K +$381 +2 +1%
AT
1147
Arlington Trust
Alabama
$28.7K +$29.4K +154 New
CPG
1148
Cornerstone Planning Group
New Jersey
$28.1K +$3.05K +16 +13%
BWAM
1149
Boyd Watterson Asset Management
Ohio
$28K – – –
CFB
1150
Cullen/Frost Bankers
Texas
$27.2K -$20K -105 -42%
44 45
46
47 48