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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
926
Impact Partnership Wealth
Georgia
$59.4K -$781K -5,323 -93%
QC
927
Quent Capital
New York
$58.9K – – –
HI
928
Hoey Investments
Pennsylvania
$58.7K – – –
VAG
929
VisionPoint Advisory Group
Texas
$58.2K -$880 -6 -2%
NA
930
Nordwand Advisors
Pennsylvania
$54.1K – – –
CWM
931
Compass Wealth Management
Connecticut
$54K – – –
GIA
932
GHP Investment Advisors
Colorado
$53.3K +$733 +5 +1%
HFS
933
HBC Financial Services
Washington
$53K – – –
AIM
934
Anchor Investment Management
South Carolina
$52.3K +$1.32K +9 +3%
MC
935
Muzinich & Co
New York
$52.2K – – –
CA
936
Centerpoint Advisors
Massachusetts
$51K +$27.1K +185 +130%
QL
937
Quarry LP
New York
$50.2K +$20.4K +139 +76%
BCMLT
938
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.1K – – –
ZB
939
Zions Bancorporation
Utah
$48.8K -$1.32K -9 -3%
ANBT
940
American National Bank & Trust
Texas
$48.8K – – –
CHA
941
Carmichael Hill & Associates
Maryland
$48.6K – – –
EDRH
942
Edmond de Rothschild Holding
Switzerland
$48.5K -$887K -6,046 -95%
VNA
943
Valley National Advisers
Pennsylvania
$47K -$440 -3 -1%
UCB
944
United Community Bank
South Carolina
$46.9K +$44K +300 New
FFL
945
Financial Freedom LLC
Ohio
$45.9K – – –
KA
946
Kozak & Associates
Colorado
$43.8K +$4.25K +29 +11%
ACA
947
Atlas Capital Advisors
Wyoming
$42.9K -$4.55K -31 -10%
RA
948
Rise Advisors
New York
$42.7K +$23.8K +162 +146%
VWM
949
Venturi Wealth Management
Texas
$42.6K +$9.24K +63 +30%
CAL
950
Capital Advisors Ltd
Ohio
$42K +$733 +5 +2%
36 37
38
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