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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Dogwood Wealth Management
Kansas
$42.9K +$4.32K +21 +12%
NECFA
1177
New England Capital Financial Advisors
Connecticut
$41.5K +$412 +2 +1%
FWA
1178
Flagship Wealth Advisors
Massachusetts
$41.2K – – –
GKIM
1179
GW&K Investment Management
Massachusetts
$41K -$823 -4 -2%
WA
1180
WPG Advisers
Maryland
$40.5K +$10.7K +52 +40%
NEWAS
1181
N.E.W. Advisory Services
Wisconsin
$38.9K +$27.6K +134 +335%
AF
1182
Advisornet Financial
Minnesota
$38.7K -$11.7K -57 -25%
EP
1183
Essential Partners
California
$36K -$19.8K -96 -37%
WPA
1184
West Paces Advisors
Georgia
$35.1K +$32.3K +157 New
TWD
1185
True Wealth Design
Ohio
$34.9K +$2.67K +13 +9%
AP
1186
Atwood & Palmer
Missouri
$34.7K -$1.65K -8 -5%
AT
1187
Arlington Trust
Alabama
$34.4K – – –
APFP
1188
Action Point Financial Planning
Michigan
$34.4K +$32.1K +156 New
BWAM
1189
Boyd Watterson Asset Management
Ohio
$33.5K – – –
MP
1190
McDonald Partners
Ohio
$33.5K +$30.9K +150 New
HWP
1191
Highline Wealth Partners
California
$32.8K +$14.4K +70 +91%
OCM
1192
Osbon Capital Management
Massachusetts
$32.4K +$11.1K +54 +59%
HFS
1193
Hughes Financial Services
Virginia
$31.5K +$3.09K +15 +12%
BDPWM
1194
Barnes Dennig Private Wealth Management
Ohio
$31.3K +$7.82K +38 +37%
ABC
1195
Anchor Bay Capital
California
$30.2K +$28.2K +137 New
CIA
1196
Cape Investment Advisory
Georgia
$29.6K +$27.2K +132 New
KAS
1197
Kemnay Advisory Services
New York
$29.3K +$1.24K +6 +5%
CPG
1198
Cornerstone Planning Group
New Jersey
$28.8K -$2.47K -12 -9%
AW
1199
Avion Wealth
Texas
$28K +$4.12K +20 +18%
NF
1200
Napier Financial
Massachusetts
$28K -$206 -1 -0.8%
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