We are live on ! Find out more
SPG icon

Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1001
Westside Investment Management
California
$9.98K – – –
AW
1002
Alaethes Wealth
Nevada
$9K – – –
IFAM
1003
Institutional & Family Asset Management
Colorado
$9K – – –
JWA
1004
JFS Wealth Advisors
Pennsylvania
$9K – – –
NIC
1005
Northwest Investment Counselors
Oregon
$9K +$8.55K +56 New
TAM
1006
Tucker Asset Management
Colorado
$8.32K +$7.94K +52 New
OC
1007
Oakworth Capital
Alabama
$8K – – –
HNWAG
1008
High Net Worth Advisory Group
Florida
$8K +$7.63K +50 New
CAL
1009
Capital Advisors Ltd
Ohio
$8K +$8.09K +53 New
EBA
1010
Eagle Bay Advisors
New York
$7K -$6.41K -42 -50%
SC
1011
SouthState Corp
Florida
$7K – – –
CAC
1012
Core Alternative Capital
Georgia
$7K +$7.02K +46 New
PVH
1013
Psagot Value Holdings
Israel
$6K -$719K -4,708 -99%
O
1014
Ossiam
France
$6K -$77.1K -505 -93%
CCC
1015
Crescent Capital Consulting
Louisiana
$6K – – –
CA
1016
Crewe Advisors
Utah
$6K +$5.8K +38 New
ZIG
1017
Zullo Investment Group
Pennsylvania
$6K +$6.11K +40 New
RWM
1018
Raffa Wealth Management
District of Columbia
$5.43K – – –
BWM
1019
BerganKDV Wealth Management
Minnesota
$5K – – –
CAM
1020
ClariVest Asset Management
California
$5K +$2.14K +14 +78%
BAM
1021
Byrne Asset Management
New Jersey
$5K +$4.58K +30 New
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$5K +$4.73K +31 New
FMP
1023
Financial Management Professionals
Texas
$4K -$14.3K -94 -78%
BWL
1024
Bogart Wealth LLC
Virginia
$4K – – –
MBFW
1025
Morton Brown Family Wealth
Pennsylvania
$4K +$3.36K +22 New
39 40
41
42 43