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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
851
JTC Employer Solutions Trustee
Jersey
$46K – – –
AWM
852
Ameliora Wealth Management
Switzerland
$44.8K -$119K -1,000 -71%
IGWM
853
ICA Group Wealth Management
Colorado
$43.8K – – –
QC
854
Quent Capital
New York
$43K +$239 +2 +0.5%
AWM
855
Activest Wealth Management
Florida
$43K +$46K +385 New
HFS
856
HBC Financial Services
Washington
$42K +$45.4K +380 New
HI
857
Hoey Investments
Pennsylvania
$42K – – –
TCA
858
Trifecta Capital Advisors
Illinois
$41.4K +$4.18K +35 +10%
ANBT
859
American National Bank & Trust
Texas
$41.2K -$1.67K -14 -4%
NA
860
Nordwand Advisors
Pennsylvania
$38.7K +$41.3K +346 New
CWM
861
Compass Wealth Management
Connecticut
$38.6K – – –
LS
862
Livforsakringsbolaget Skandia
Sweden
$38.5K – – –
BWM
863
Baystate Wealth Management
Massachusetts
$37.9K +$836 +7 +2%
AIM
864
Anchor Investment Management
South Carolina
$36.4K – – –
MAWCM
865
Mine & Arao Wealth Creation & Management
California
$36.2K +$597 +5 +2%
ZB
866
Zions Bancorporation
Utah
$35.9K -$10.3K -86 -21%
BBHC
867
Brown Brothers Harriman & Co
New York
$35.4K +$7.17K +60 +23%
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.2K – – –
JWA
869
JFS Wealth Advisors
Pennsylvania
$34.7K – – –
CSC
870
Caldwell Sutter Capital
California
$34.4K +$36.7K +307 New
WBC
871
West Branch Capital
Massachusetts
$34.2K +$36.4K +305 New
CHA
872
Carmichael Hill & Associates
Maryland
$33.6K – – –
MC
873
Muzinich & Co
New York
$31.9K +$8.36K +70 +33%
HWA
874
HHM Wealth Advisors
Tennessee
$30.8K +$7.52K +63 +30%
PTC
875
Private Trust Company
Ohio
$30.3K -$12.8K -107 -28%
33 34
35
36 37