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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1026
Valley National Advisers
Pennsylvania
$34K -$17.7K -112 -36%
WB
1027
Webster Bank
Connecticut
$33.8K – – –
CPA
1028
Capital Performance Advisors
California
$29.8K +$27.9K +176 New
AF
1029
Advisornet Financial
Minnesota
$29.7K +$792 +5 +3%
CT
1030
Clearstead Trust
Maine
$26.7K – – –
AP
1031
Atwood & Palmer
Missouri
$26.2K – – –
C
1032
Covestor
United Kingdom
$26K -$1.11K -7 -4%
GKIM
1033
GW&K Investment Management
Massachusetts
$26K +$3.8K +24 +19%
BWAM
1034
Boyd Watterson Asset Management
Ohio
$25.9K – – –
CT
1035
Colonial Trust
South Carolina
$24.6K -$1.58K -10 -6%
BCWM
1036
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
BBHC
1037
Brown Brothers Harriman & Co
New York
$23.7K +$10.6K +67 +92%
WPA
1038
West Paces Advisors
Georgia
$23.3K – – –
RTC
1039
Riverview Trust Company
Washington
$22.8K +$950 +6 +5%
GFPC
1040
Global Financial Private Client
Florida
$21.6K +$20.3K +128 New
CMA
1041
Cedar Mountain Advisors
Oregon
$21.4K +$317 +2 +2%
AWM
1042
Abound Wealth Management
Tennessee
$21.1K – – –
EFP
1043
EnRich Financial Partners
Wisconsin
$20.8K -$2.38K -15 -11%
RCM
1044
Raleigh Capital Management
North Carolina
$20.6K -$158 -1 -0.8%
WPWM
1045
Western Pacific Wealth Management
Illinois
$20.3K +$19K +120 New
WOSD
1046
WFA of San Diego
California
$19.9K – – –
FUBT
1047
First United Bank & Trust
Maryland
$19.1K – – –
FC
1048
Fairscale Capital
New Hampshire
$18.6K – – –
RAM
1049
Riggs Asset Management
Pennsylvania
$18.4K – – –
RFS
1050
Richardson Financial Services
Massachusetts
$18.2K – – –
40 41
42
43 44