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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1176
Osbon Capital Management
Massachusetts
$13.1K +$12.9K +71 New
HCM
1177
Hollencrest Capital Management
California
$13.1K +$182 +1 +1%
HHMI
1178
Howard Hughes Medical Institute
Maryland
$13K – – –
EWA
1179
EQ Wealth Advisors
Texas
$13K +$12.7K +70 New
PWMG
1180
Private Wealth Management Group
New Jersey
$12.8K -$1.09K -6 -8%
WBC
1181
West Branch Capital
Massachusetts
$12.8K – – –
AWA
1182
American Wealth Advisors
Georgia
$12.7K +$182 +1 +1%
GA
1183
GoalVest Advisory
New York
$12.2K +$12K +66 New
IWM
1184
IMG Wealth Management
Florida
$12K +$4.91K +27 +71%
NWMP
1185
Noble Wealth Management PBC
Colorado
$11.8K +$11.6K +64 New
LB
1186
Legacy Bridge
Iowa
$11.7K +$11.4K +63 New
S
1187
Sachetta
Massachusetts
$11.3K +$4.36K +24 +65%
FIM
1188
FWL Investment Management
Texas
$10.7K +$10.5K +58 New
KG
1189
Kilter Group
New York
$10.6K +$4.18K +23 +68%
RWA
1190
Redmont Wealth Advisors
Illinois
$10.4K – – –
LAM
1191
LOM Asset Management
$10.2K – – –
ACM
1192
Anfield Capital Management
California
$9.81K – – –
FC
1193
Financial Consulate
Maryland
$9.68K +$4.54K +25 +93%
KFA
1194
Kelleher Financial Advisors
New York
$9.63K – – –
OC
1195
Oakworth Capital
Alabama
$9.63K – – –
FP
1196
Financial Perspectives
Minnesota
$9.56K – – –
BSB
1197
Bangor Savings Bank
Maine
$9.26K – – –
CTA
1198
Colonial Trust Advisors
South Carolina
$9.26K – – –
LSA
1199
Leonteq Securities AG
Switzerland
$9.07K -$10.9K -60 -55%
RDFA
1200
Ritter Daniher Financial Advisory
Ohio
$8.89K – – –
46 47
48
49 50