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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Claris Advisors
Missouri
$88.1K +$82.5K +521 New
PP
977
PFS Partners
New Jersey
$84.5K – – –
PGAM
978
Princeton Global Asset Management
New Jersey
$84.5K – – –
NB
979
NBT Bank
New York
$84.5K +$79.2K +500 New
ABWM
980
Alpine Bank Wealth Management
Colorado
$76.7K +$71.9K +454 New
AGWCA
981
Annis Gardner Whiting Capital Advisors
Florida
$75.4K -$792 -5 -1%
IIM
982
Intact Investment Management
Quebec, Canada
$74.4K +$69.7K +440 New
GIA
983
GHP Investment Advisors
Colorado
$72.4K +$13.1K +83 +24%
CFD
984
Creative Financial Designs
Indiana
$71.3K +$4.91K +31 +8%
MSWM
985
Mowery & Schoenfeld Wealth Management
Illinois
$70.6K – – –
TSMHT
986
Thurston Springer Miller Herd & Titak
Indiana
$70K +$33.9K +214 +108%
JEST
987
JTC Employer Solutions Trustee
Jersey
$70K – – –
FFC
988
First Financial Corp
Indiana
$67.6K – – –
BWP
989
Baldwin Wealth Partners
Massachusetts
$65.9K +$61.7K +390 New
AAP
990
Arax Advisory Partners
Colorado
$60.2K +$25K +158 +80%
NA
991
Nordwand Advisors
Pennsylvania
$58.5K – – –
CWM
992
Compass Wealth Management
Connecticut
$58.3K – – –
QC
993
Quent Capital
New York
$58.1K -$3.96K -25 -7%
CAL
994
Capital Advisors Ltd
Ohio
$58K +$158 +1 +0.3%
DAM
995
Delta Asset Management
Tennessee
$57.5K -$10.4K -66 -16%
HI
996
Hoey Investments
Pennsylvania
$56.9K – – –
AIM
997
Anchor Investment Management
South Carolina
$56.5K – – –
CA
998
Centerpoint Advisors
Massachusetts
$55K – – –
IWP
999
IAG Wealth Partners
Wisconsin
$53.2K – – –
WI
1000
Wintrust Investments
Illinois
$53K -$450K -2,844 -90%
38 39
40
41 42