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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$15.4K +$6.44K +55 +63%
WPA
902
West Paces Advisors
Georgia
$14.9K – – –
WAS
903
Winch Advisory Services
Wisconsin
$14K – – –
RTC
904
Riverview Trust Company
Washington
$13.9K – – –
CMA
905
Cedar Mountain Advisors
Oregon
$13.5K +$14.6K +125 New
AAP
906
Arax Advisory Partners
Colorado
$13.3K +$586 +5 +4%
FWM
907
Focused Wealth Management
New York
$12.2K -$1.17K -10 -8%
BC
908
Bartlett & Co
Ohio
$12K – – –
HCM
909
Highlander Capital Management
New Jersey
$12K – – –
AWM
910
Abound Wealth Management
Tennessee
$12K -$1.29K -11 -9%
RA
911
Rise Advisors
New York
$11.8K +$234 +2 +2%
RAM
912
Riggs Asset Management
Pennsylvania
$11.8K – – –
PO
913
Private Ocean
California
$11.8K – – –
BCWM
914
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
GIS
915
Grayhawk Investment Strategies
Alberta, Canada
$11.3K – – –
GKIM
916
GW&K Investment Management
Massachusetts
$11K +$820 +7 +8%
DWMG
917
DB Wealth Management Group
California
$10.8K – – –
SCA
918
Stonebridge Capital Advisors
Minnesota
$10.8K – – –
WB
919
Webster Bank
Connecticut
$10.8K – – –
FMP
920
Financial Management Professionals
Texas
$10K +$3.28K +28 +47%
CG
921
Cutler Group
California
$10K +$11.7K +100 New
WTA
922
Washington Trust Advisors
Massachusetts
$9.72K – – –
BIA
923
Bell Investment Advisors
California
$9.51K -$2.34K -20 -19%
JFA
924
JNBA Financial Advisors
Minnesota
$9.4K +$10.2K +87 New
CTA
925
Colonial Trust Advisors
South Carolina
$9.07K – – –