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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Cutler Group
California
$78K +$54.3K +449 +449%
MTIC
902
Missouri Trust & Investment Company
Missouri
$75K +$2.54K +21 +4%
TCWA
903
Turtle Creek Wealth Advisors
Texas
$74.2K +$62.9K +520 New
LF
904
Lee Financial
Texas
$72.2K +$54.8K +453 +855%
PP
905
PFS Partners
New Jersey
$71.3K – – –
PGAM
906
Princeton Global Asset Management
New Jersey
$71.3K +$60.4K +500 New
CSC
907
Caldwell Sutter Capital
California
$70K – – –
GWS
908
Glassman Wealth Services
Virginia
$67.8K +$3.63K +30 +7%
PIM
909
Plato Investment Management
Australia
$64.8K +$54.9K +454 New
MIFH
910
Migdal Insurance & Financial Holdings
Israel
$63K +$2.78K +23 +6%
WB
911
Webster Bank
Connecticut
$59.9K +$38.7K +320 +320%
SPWM
912
Spartan Planning & Wealth Management
North Carolina
$59.9K +$50.4K +417 +13,900%
JEST
913
JTC Employer Solutions Trustee
Jersey
$59K – – –
DAM
914
Delta Asset Management
Tennessee
$57.9K – – –
AWM
915
Ameliora Wealth Management
Switzerland
$57.1K – – –
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$56.5K +$11K +91 +30%
HFS
917
HBC Financial Services
Washington
$54K – – –
VAG
918
VisionPoint Advisory Group
Texas
$53.9K – – –
QC
919
Quent Capital
New York
$53.7K +$15.6K +129 +52%
HI
920
Hoey Investments
Pennsylvania
$53.5K – – –
MC
921
Muzinich & Co
New York
$52.2K – – –
BWM
922
Baystate Wealth Management
Massachusetts
$50.7K +$725 +6 +2%
NA
923
Nordwand Advisors
Pennsylvania
$49.4K – – –
CWM
924
Compass Wealth Management
Connecticut
$49.2K – – –
GIA
925
GHP Investment Advisors
Colorado
$48K -$9.07K -75 -18%
35 36
37
38 39