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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1001
United Community Bank
South Carolina
$103K – – –
CWC
1002
Carolinas Wealth Consulting
North Carolina
$101K +$1.05K +6 +1%
FMII
1003
Farmers & Merchants Investments Inc
Nebraska
$99.3K – – –
QC
1004
Quent Capital
New York
$97.6K +$15K +86 +17%
CSC
1005
Caldwell Sutter Capital
California
$92K +$1.22K +7 +1%
WCM
1006
Westend Capital Management
California
$89.9K – – –
CPBTD
1007
Central Pacific Bank - Trust Division
Hawaii
$89.4K – – –
RF
1008
Rossby Financial
Florida
$87.5K +$97.7K +559 New
CCA
1009
Catalyst Capital Advisors
New York
$87.5K +$28.7K +164 +45%
MTIC
1010
Missouri Trust & Investment Company
Missouri
$87.4K – – –
AEPWM
1011
Atlantic Edge Private Wealth Management
Florida
$87.2K -$78.7K -450 -46%
QL
1012
Quarry LP
New York
$83.9K +$73.6K +421 +501%
NB
1013
NBT Bank
New York
$83K – – –
PP
1014
PFS Partners
New Jersey
$83K – – –
ZBNA
1015
Zions Bancorporation, National Association
Utah
$80.7K +$84.9K +486 New
MSWM
1016
Mowery & Schoenfeld Wealth Management
Illinois
$77.9K -$1.4K -8 -2%
WF
1017
Wayfinding Financial
Washington
$76K +$80.6K +461 New
ABWM
1018
Alpine Bank Wealth Management
Colorado
$75.4K +$79.4K +454 New
AGWCA
1019
Annis Gardner Whiting Capital Advisors
Florida
$74.1K -$2.62K -15 -3%
GIA
1020
GHP Investment Advisors
Colorado
$72.6K +$699 +4 +0.9%
GWM
1021
Graybill Wealth Management
Illinois
$72.2K +$76K +435 New
JEST
1022
JTC Employer Solutions Trustee
Jersey
$68K – – –
FFC
1023
First Financial Corp
Indiana
$66.4K – – –
TH
1024
TCTC Holdings
Texas
$63.9K +$32.5K +186 +93%
GBT
1025
Grove Bank & Trust
Florida
$63.3K +$46.5K +266 +231%
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