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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1176
Synergy Investment Management
Florida
$47.4K +$24.3K +118 +128%
DWS
1177
Dynamic Wealth Strategies
California
$47K – – –
SL
1178
Salomon & Ludwin
Virginia
$46.8K – – –
TCOT
1179
Trust Company of Toledo
Ohio
$46.3K +$10.7K +52 +34%
KCM
1180
Key Capital Management
Tennessee
$45.2K -$5.35K -26 -11%
AT
1181
Avalon Trust
New Mexico
$44.7K +$41.2K +200 New
BC
1182
Burnham & Co
Michigan
$44.7K +$41.2K +200 New
BGAI
1183
Bruce G. Allen Investments
Colorado
$43.2K – – –
DWM
1184
Dogwood Wealth Management
Kansas
$42.9K +$4.32K +21 +12%
NECFA
1185
New England Capital Financial Advisors
Connecticut
$41.5K +$412 +2 +1%
FWA
1186
Flagship Wealth Advisors
Massachusetts
$41.2K – – –
GKIM
1187
GW&K Investment Management
Massachusetts
$41K -$823 -4 -2%
WA
1188
WPG Advisers
Maryland
$40.5K +$10.7K +52 +40%
NEWAS
1189
N.E.W. Advisory Services
Wisconsin
$38.9K +$27.6K +134 +335%
AF
1190
Advisornet Financial
Minnesota
$38.7K -$11.7K -57 -25%
EP
1191
Essential Partners
California
$36K -$19.8K -96 -37%
WPA
1192
West Paces Advisors
Georgia
$35.1K +$32.3K +157 New
TWD
1193
True Wealth Design
Ohio
$34.9K +$2.67K +13 +9%
AP
1194
Atwood & Palmer
Missouri
$34.7K -$1.65K -8 -5%
AT
1195
Arlington Trust
Alabama
$34.4K – – –
APFP
1196
Action Point Financial Planning
Michigan
$34.4K +$32.1K +156 New
BWAM
1197
Boyd Watterson Asset Management
Ohio
$33.5K – – –
MP
1198
McDonald Partners
Ohio
$33.5K +$30.9K +150 New
HWP
1199
Highline Wealth Partners
California
$32.8K +$14.4K +70 +91%
OCM
1200
Osbon Capital Management
Massachusetts
$32.4K +$11.1K +54 +59%
46 47
48
49 50