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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1301
Davis Capital Management
Florida
$5.59K +$1.24K +6 +32%
BH
1302
Burk Holdings
Oklahoma
$5.37K – – –
MIM
1303
Marshall Investment Management
Colorado
$5.37K +$4.94K +24 New
CFB
1304
Cullen/Frost Bankers
Texas
$5.25K -$25.3K -123 -84%
PIS
1305
POM Investment Strategies
North Carolina
$5.14K – – –
MAM
1306
Morse Asset Management
Connecticut
$5.14K +$2.26K +11 +92%
RWS
1307
Retirement Wealth Solutions
Wisconsin
$5.08K – – –
TFGT
1308
TS Financial Group (TSFG)
Illinois
$5K +$4.53K +22 New
AIC
1309
Archer Investment Corporation
Indiana
$4.99K – – –
HPC
1310
HM Payson & Co
Maine
$4.92K – – –
PS
1311
Planning Strategies
Pennsylvania
$4.7K +$4.32K +21 New
SWIM
1312
Smallwood Wealth Investment Management
New Jersey
$4.47K -$2.06K -10 -33%
CTB
1313
Country Trust Bank
Illinois
$4.47K -$1.85K -9 -31%
SWP
1314
Strategic Wealth Partners
Ohio
$4.47K -$412 -2 -9%
CWP
1315
Clark Wealth Partners
Illinois
$4.47K – – –
HEIP
1316
Hudson Edge Investment Partners
New Jersey
$4.25K -$8.22M -39,962 -100%
MWA
1317
Medallion Wealth Advisors
Connecticut
$4.06K +$206 +1 +6%
GIM
1318
Groesbeck Investment Management
New Jersey
$4K – – –
CAM
1319
Costello Asset Management
Pennsylvania
$3.8K – – –
DWM
1320
Darwin Wealth Management
Florida
$3.8K – – –
PWAM
1321
Private Wealth Asset Management
Iowa
$3.58K – – –
STB
1322
S&T Bank
Pennsylvania
$3.58K – – –
GA
1323
GoalVest Advisory
New York
$3.58K +$3.29K +16 New
IBOK
1324
Independence Bank of Kentucky
Kentucky
$3.35K -$2.06K -10 -40%
NRG
1325
Nemes Rush Group
Michigan
$3.35K – – –
51 52
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