We are live on ! Find out more
SPG icon

Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
826
Elevation Wealth Partners
California
$347K +$4.83K +28 +2%
RPWA
827
Regent Peak Wealth Advisors
Georgia
$343K +$315K +1,827 New
FT
828
Fiduciary Trust
Massachusetts
$341K +$53.2K +308 +20%
AWE
829
Avidian Wealth Enterprises
Texas
$341K +$46.8K +271 +18%
SW
830
Simplicity Wealth
New Jersey
$339K +$312K +1,807 New
QWP
831
Quotient Wealth Partners
Texas
$339K +$1.21K +7 +0.4%
PCM
832
Penserra Capital Management
California
$336K +$3.45K +20 +1%
BFS
833
Bard Financial Services
Connecticut
$336K
FSA
834
Fort Sheridan Advisors
Illinois
$336K
MFIM
835
Mesirow Financial Investment Management
Illinois
$335K +$13.5K +78 +5%
ASBI
836
American State Bank (Iowa)
Iowa
$334K
PCMM
837
Piedmont Capital Management (Montana)
Montana
$333K +$518 +3 +0.2%
WPP
838
Whalerock Point Partners
Rhode Island
$333K
TIAA Trust, National Association
839
TIAA Trust, National Association
North Carolina
$333K +$11.6K +67 +4%
KP
840
Keel Point
Alabama
$332K -$691 -4 -0.2%
ICP
841
Interchange Capital Partners
Pennsylvania
$331K +$304K +1,761 New
BBHC
842
Brown Brothers Harriman & Co
New York
$329K +$141K +819 +88%
CWM
843
Cabot Wealth Management
Massachusetts
$327K
NS
844
NBC Securities
Alabama
$327K -$691 -4 -0.2%
CAS
845
Coppell Advisory Solutions
Texas
$327K +$303K +1,758 New
PP
846
PDS Planning
Ohio
$325K +$8.46K +49 +3%
HA
847
Huntleigh Advisors
Missouri
$324K -$40.7K -236 -12%
IA
848
IFG Advisory
Georgia
$324K -$26.6K -154 -8%
KA
849
Kovack Advisors
Florida
$323K -$3.63K -21 -1%
MWM
850
MinichMacGregor Wealth Management
New York
$323K -$6.91K -40 -2%