We are live on ! Find out more
SPG icon

Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
876
Cetera Trust Company
Minnesota
$372K – – –
SCM
877
Shelton Capital Management
Colorado
$372K -$453K -2,200 -57%
OWA
878
Outlook Wealth Advisors
Texas
$370K – – –
AP
879
Advisors Preferred
Maryland
$367K -$260K -1,265 -44%
IWA
880
Icon Wealth Advisors
Texas
$364K +$2.67K +13 +0.8%
FT
881
Fiduciary Trust
Massachusetts
$364K -$1.65K -8 -0.5%
BWM
882
BAM Wealth Management
Colorado
$359K +$102K +495 +45%
SFC
883
Strategic Financial Concepts
Texas
$358K -$97.1K -472 -23%
SAG
884
SageView Advisory Group
California
$357K -$15.2K -74 -4%
CWM
885
ClientFirst Wealth Management
Arkansas
$356K – – –
WTB
886
Washington Trust Bank
Washington
$351K -$39.1K -190 -11%
PTC
887
Private Trust Company
Ohio
$351K +$6.17K +30 +2%
NRC
888
New Republic Capital
North Carolina
$348K +$11.1K +54 +4%
HBT
889
Heartland Bank & Trust
Illinois
$347K -$2.67K -13 -0.8%
CAG
890
Csenge Advisory Group
Florida
$346K +$4.32K +21 +1%
CFO
891
Cambient Family Office
Michigan
$346K +$62.6K +304 +24%
MGI
892
Miller Global Investments
Texas
$344K -$412 -2 -0.1%
ICP
893
Interchange Capital Partners
Pennsylvania
$343K +$64K +311 +25%
JC
894
JB Capital
Connecticut
$342K +$90.9K +442 +41%
JCM
895
Jacobi Capital Management
Pennsylvania
$341K – – –
RAM
896
Readystate Asset Management
Illinois
$340K +$313K +1,520 New
PWM
897
Purus Wealth Management
California
$339K +$20.6K +100 +7%
CIA
898
Cladis Investment Advisory
Montana
$335K – – –
LC
899
Lavaca Capital
Texas
$335K – – –
HCMG
900
Howard Capital Management Group
California
$333K – – –
34 35
36
37 38