We are live on ! Find out more
SPG icon

Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
676
Legacy Advisors
Pennsylvania
$7K +$6.84K +43 New
BWM
677
Baystate Wealth Management
Massachusetts
$6K -$4.93K -31 -45%
EA
678
Edge Advisors
Georgia
$6K -$3.18K -20 -31%
PFO
679
Pathstone Family Office
New Jersey
$6K +$5.73K +36 New
TWA
680
TCI Wealth Advisors
Arizona
$5K -$2.39K -15 -31%
TJHA
681
Thomas J. Herzfeld Advisors
Florida
$5K – – –
JA
682
JOYN Advisors
Georgia
$5K +$5.41K +34 New
RWM
683
Raffa Wealth Management
District of Columbia
$4.32K +$4.45K +28 New
JFA
684
JNBA Financial Advisors
Minnesota
$4K -$12.6K -79 -77%
OFW
685
Omnia Family Wealth
Florida
$4K – – –
TFA
686
Transamerica Financial Advisors
Florida
$3K -$1.11K -7 -32%
CHP
687
Cable Hill Partners
Oregon
$3K – – –
BFEC
688
Benjamin F. Edwards & Company
Missouri
$2K – – –
MSFP
689
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
TL
690
TrueWealth LLC
Georgia
$2K – – –
GBBWRPM
691
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$1.59K +10 New
OSAM
692
O'Shaughnessy Asset Management
Connecticut
$2K +$1.75K +11 New
RA
693
Rational Advisors
New York
$2K +$2.23K +14 New
SFM
694
Signet Financial Management
New Jersey
$2K +$2.23K +14 New
GWS
695
Glassman Wealth Services
Virginia
$1K -$2.7K -17 -77%
VCM
696
Versant Capital Management
Arizona
$1K – – –
DBT
697
Dubuque Bank & Trust
Iowa
$1K +$954 +6 New
ZP
698
Zimmer Partners
New York
– -$32.7M -190,300 Closed
VCM
699
V3 Capital Management
Texas
– -$11.9M -69,100 Closed
QIM
700
Quantitative Investment Management
Virginia
– -$7.52M -43,800 Closed
26 27
28
29 30