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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1026
Nordwand Advisors
Pennsylvania
$57.5K – – –
CWM
1027
Compass Wealth Management
Connecticut
$57.3K – – –
CAL
1028
Capital Advisors Ltd
Ohio
$57K – – –
DAM
1029
Delta Asset Management
Tennessee
$56.5K – – –
LSA
1030
Leonteq Securities AG
Switzerland
$55.5K +$53.1K +304 +1,013%
AIM
1031
Anchor Investment Management
South Carolina
$55.5K – – –
CA
1032
Centerpoint Advisors
Massachusetts
$54K – – –
IWP
1033
IAG Wealth Partners
Wisconsin
$52.3K – – –
FFL
1034
Financial Freedom LLC
Ohio
$51.9K +$699 +4 +1%
EDRH
1035
Edmond de Rothschild Holding
Switzerland
$51.5K – – –
SO
1036
Sierra Ocean
California
$50.6K -$1.05K -6 -2%
OPTFSNA
1037
Old Point Trust & Financial Services N A
Virginia
$49.8K – – –
SIC
1038
Salem Investment Counselors
North Carolina
$46.8K +$6.82K +39 +16%
WA
1039
WPG Advisers
Maryland
$46.8K +$12.9K +74 +36%
KA
1040
Kozak & Associates
Colorado
$46.4K +$699 +4 +1%
BFPW
1041
BOK Financial Private Wealth
Colorado
$44.5K +$5.59K +32 +14%
SFGP
1042
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.3K +$524 +3 +1%
ITIM
1043
Indiana Trust & Investment Management
Indiana
$44K – – –
RA
1044
Rise Advisors
New York
$43.9K -$4.54K -26 -9%
GSWM
1045
Golden State Wealth Management
California
$43.7K – – –
KFI
1046
Key Financial Inc
Pennsylvania
$42.4K – – –
EB
1047
Eastern Bank
Massachusetts
$41.5K – – –
TCPG
1048
Trivant Custom Portfolio Group
California
$41.5K – – –
PA
1049
PSI Advisors
Florida
$40.5K – – –
MCM
1050
MV Capital Management
Maryland
$40.2K – – –
40 41
42
43 44