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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
951
Compass Wealth Management
Connecticut
$52.4K – – –
CAL
952
Capital Advisors Ltd
Ohio
$52K +$10.8K +73 +27%
AIM
953
Anchor Investment Management
South Carolina
$50.7K – – –
CA
954
Centerpoint Advisors
Massachusetts
$50K – – –
VCM
955
Versant Capital Management
Arizona
$48.4K +$42.6K +289 +963%
IWP
956
IAG Wealth Partners
Wisconsin
$47.8K +$46.4K +315 New
ANBT
957
American National Bank & Trust
Texas
$47.4K – – –
FPF
958
First Pacific Financial
Washington
$47.4K +$46K +312 New
CHA
959
Carmichael Hill & Associates
Maryland
$47.2K +$147 +1 +0.3%
EDRH
960
Edmond de Rothschild Holding
Switzerland
$47.1K – – –
VNA
961
Valley National Advisers
Pennsylvania
$47K +$1.33K +9 +3%
HGERS
962
Householder Group Estate & Retirement Specialist
Arizona
$46K +$9.57K +65 +27%
FFL
963
Financial Freedom LLC
Ohio
$45.7K +$1.18K +8 +3%
OPTFSNA
964
Old Point Trust & Financial Services N A
Virginia
$45.5K -$36.8K -250 -45%
KA
965
Kozak & Associates
Colorado
$44.3K +$442 +3 +1%
RA
966
Rise Advisors
New York
$42.5K +$1.03K +7 +3%
ZB
967
Zions Bancorporation
Utah
$41.4K -$5.75K -39 -13%
AWM
968
Avior Wealth Management
Nebraska
$40.4K -$47K -319 -55%
ITIM
969
Indiana Trust & Investment Management
Indiana
$40.2K – – –
CA
970
Crewe Advisors
Utah
$39.3K – – –
KFI
971
Key Financial Inc
Pennsylvania
$37.5K – – –
MCM
972
MV Capital Management
Maryland
$37K -$44.2K -300 -55%
PA
973
PSI Advisors
Florida
$37K – – –
TSWM
974
Tyler-Stone Wealth Management
Ohio
$36.1K – – –
BFPW
975
BOK Financial Private Wealth
Colorado
$35.7K – – –
37 38
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40 41