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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
1026
Financial Freedom LLC
Ohio
$53.1K +$527 +3 +1%
OPTFSNA
1027
Old Point Trust & Financial Services N A
Virginia
$51.7K – – –
RA
1028
Rise Advisors
New York
$49.9K +$1.05K +6 +2%
AWM
1029
Avior Wealth Management
Nebraska
$48.7K +$1.05K +6 +2%
ITIM
1030
Indiana Trust & Investment Management
Indiana
$45.6K – – –
SFGP
1031
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$45.5K +$46.3K +264 New
GSWM
1032
Golden State Wealth Management
California
$45.3K +$46.2K +263 New
ZB
1033
Zions Bancorporation
Utah
$44.6K – – –
KFI
1034
Key Financial Inc
Pennsylvania
$43.9K – – –
PGAM
1035
Princeton Global Asset Management
New Jersey
$43.1K -$43.9K -250 -50%
EB
1036
Eastern Bank
Massachusetts
$43.1K – – –
TCPG
1037
Trivant Custom Portfolio Group
California
$43.1K – – –
TC
1038
Trust Company
Kansas
$42.4K -$272K -1,549 -86%
PA
1039
PSI Advisors
Florida
$42K – – –
SIC
1040
Salem Investment Counselors
North Carolina
$41.8K -$1.05K -6 -2%
MCM
1041
MV Capital Management
Maryland
$41.7K -$176 -1 -0.4%
SAM
1042
Synergy Asset Management
Washington
$40.9K +$42.5K +242 New
WWA
1043
Wingate Wealth Advisors
Massachusetts
$40.8K +$41.6K +237 New
BFPW
1044
BOK Financial Private Wealth
Colorado
$40.6K +$176 +1 +0.4%
AT
1045
Arlington Trust
Alabama
$40.1K – – –
BWL
1046
Bogart Wealth LLC
Virginia
$39.4K – – –
DIP
1047
DT Investment Partners
Pennsylvania
$39.3K – – –
BCMLT
1048
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$351 +2 +0.9%
BGAI
1049
Bruce G. Allen Investments
Colorado
$36.7K -$527 -3 -1%
CT
1050
Colonial Trust
South Carolina
$36.4K +$10K +57 +38%
40 41
42
43 44