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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1001
Boyd Watterson Asset Management
Ohio
$23.2K – – –
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$22K +$5.6K +38 +36%
EFP
1003
EnRich Financial Partners
Wisconsin
$20.9K -$1.03K -7 -5%
WPA
1004
West Paces Advisors
Georgia
$20.9K – – –
RTC
1005
Riverview Trust Company
Washington
$19.6K – – –
SWS
1006
SYSTM Wealth Solutions
Illinois
$19.3K -$109K -743 -85%
GKIM
1007
GW&K Investment Management
Massachusetts
$19K +$3.09K +21 +20%
AWM
1008
Abound Wealth Management
Tennessee
$19K -$147 -1 -0.8%
CMA
1009
Cedar Mountain Advisors
Oregon
$19K – – –
RCM
1010
Raleigh Capital Management
North Carolina
$18.7K +$2.21K +15 +14%
FNWA
1011
Financial Network Wealth Advisors
Utah
$18.5K +$18K +122 New
RFS
1012
Richardson Financial Services
Massachusetts
$18.2K – – –
WOSD
1013
WFA of San Diego
California
$17.9K +$17.4K +118 New
FUBT
1014
First United Bank & Trust
Maryland
$17.2K – – –
FC
1015
Fairscale Capital
New Hampshire
$16.7K +$16.2K +110 New
RAM
1016
Riggs Asset Management
Pennsylvania
$16.5K – – –
PO
1017
Private Ocean
California
$16.5K – – –
AA
1018
Ancora Advisors
Ohio
$16.1K +$1.33K +9 +9%
GIS
1019
Grayhawk Investment Strategies
Alberta, Canada
$15.9K – – –
WTA
1020
Washington Trust Advisors
Massachusetts
$15.5K +$1.18K +8 +9%
PWA
1021
Provenance Wealth Advisors
Florida
$15.2K – – –
PCFFS
1022
Pacific Center for Financial Services
California
$15K +$1.47K +10 +11%
CFFP
1023
Center for Financial Planning
Michigan
$13.2K – – –
FMP
1024
Financial Management Professionals
Texas
$13K +$2.8K +19 +29%
1832 Asset Management
1025
1832 Asset Management
Ontario, Canada
$11.5K -$5.75K -39 -34%