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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1301
HM Payson & Co
Maine
$4.92K – – –
PS
1302
Planning Strategies
Pennsylvania
$4.7K +$4.32K +21 New
SWIM
1303
Smallwood Wealth Investment Management
New Jersey
$4.47K -$2.06K -10 -33%
CTB
1304
Country Trust Bank
Illinois
$4.47K -$1.85K -9 -31%
SWP
1305
Strategic Wealth Partners
Ohio
$4.47K -$412 -2 -9%
CWP
1306
Clark Wealth Partners
Illinois
$4.47K – – –
HEIP
1307
Hudson Edge Investment Partners
New Jersey
$4.25K -$8.22M -39,962 -100%
MWA
1308
Medallion Wealth Advisors
Connecticut
$4.06K +$206 +1 +6%
GIM
1309
Groesbeck Investment Management
New Jersey
$4K – – –
CAM
1310
Costello Asset Management
Pennsylvania
$3.8K – – –
DWM
1311
Darwin Wealth Management
Florida
$3.8K – – –
PWAM
1312
Private Wealth Asset Management
Iowa
$3.58K – – –
STB
1313
S&T Bank
Pennsylvania
$3.58K – – –
GA
1314
GoalVest Advisory
New York
$3.58K +$3.29K +16 New
IBOK
1315
Independence Bank of Kentucky
Kentucky
$3.35K -$2.06K -10 -40%
NRG
1316
Nemes Rush Group
Michigan
$3.35K – – –
Q1WB
1317
Quest 10 Wealth Builders
Virginia
$3.35K – – –
ACA
1318
American Capital Advisory
Idaho
$3.35K +$206 +1 +7%
OAJ
1319
Ogorek Anthony Joseph
New York
$3K – – –
GSEP
1320
Golden State Equity Partners
California
$2.91K -$1.95M -9,458 -100%
NL
1321
NVWM LLC
Pennsylvania
$2.91K +$206 +1 +8%
AF
1322
Alerus Financial
North Dakota
$2.68K – – –
GWM
1323
Gilpin Wealth Management
Colorado
$2.68K – – –
CIAS
1324
CBIZ Investment Advisory Services
Ohio
$2.61K – – –
TCA
1325
Trifecta Capital Advisors
Illinois
$2.46K +$2.26K +11 New
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