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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1226
Kelleher Financial Advisors
New York
$8.36K – – –
JWA
1227
JFS Wealth Advisors
Pennsylvania
$8.21K – – –
DF
1228
Dunhill Financial
United Kingdom
$7.95K – – –
RWM
1229
Raffa Wealth Management
District of Columbia
$7.83K – – –
CCMI
1230
Creative Capital Management Investments
California
$7.65K – – –
MAFA
1231
MJT & Associates Financial Advisory
Minnesota
$7.65K – – –
HFS
1232
Horizon Financial Services
North Carolina
$7.65K +$4.77K +25 +156%
ATC
1233
Adirondack Trust Company
New York
$7.46K – – –
NEWAS
1234
N.E.W. Advisory Services
Wisconsin
$7.46K – – –
IWM
1235
IMG Wealth Management
Florida
$7.09K -$5.15K -27 -42%
IAS
1236
IMA Advisory Services
Colorado
$7.09K – – –
JGIA
1237
Jackson Grant Investment Advisers
Connecticut
$7.09K – – –
SC
1238
SouthState Corp
Florida
$6.9K -$572 -3 -8%
PSFG
1239
Park Square Financial Group
Georgia
$6.9K +$7.06K +37 New
MSFP
1240
Mark Sheptoff Financial Planning
Connecticut
$6.27K – – –
BCWM
1241
Bartlett & Co Wealth Management
Ohio
$6.25K -$11.8K -62 -67%
BFS
1242
Bare Financial Services
Pennsylvania
$5.78K +$2.67K +14 +82%
NWM
1243
Nova Wealth Management
Florida
$5.77K – – –
SWIM
1244
Smallwood Wealth Investment Management
New Jersey
$5.59K – – –
SIC
1245
SJS Investment Consulting
Ohio
$5.43K +$3.24K +17 +142%
CTB
1246
Country Trust Bank
Illinois
$5.41K – – –
AA
1247
Addison Advisors
Vermont
$5.22K – – –
FG
1248
Fairman Group
Pennsylvania
$5.22K – – –
IW
1249
Imprint Wealth
South Carolina
$5.22K – – –
SIS
1250
Strategic Investment Solutions
Illinois
$5.14K +$191 +1 +4%
48 49
50
51 52