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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1026
Hoey Investments
Pennsylvania
$62.3K – – –
FPF
1027
First Pacific Financial
Washington
$61.4K +$10.1K +58 +19%
NA
1028
Nordwand Advisors
Pennsylvania
$57.5K – – –
CWM
1029
Compass Wealth Management
Connecticut
$57.3K – – –
CAL
1030
Capital Advisors Ltd
Ohio
$57K – – –
DAM
1031
Delta Asset Management
Tennessee
$56.5K – – –
LSA
1032
Leonteq Securities AG
Switzerland
$55.5K +$53.1K +304 +1,013%
AIM
1033
Anchor Investment Management
South Carolina
$55.5K – – –
CA
1034
Centerpoint Advisors
Massachusetts
$54K – – –
IWP
1035
IAG Wealth Partners
Wisconsin
$52.3K – – –
FFL
1036
Financial Freedom LLC
Ohio
$51.9K +$699 +4 +1%
EDRH
1037
Edmond de Rothschild Holding
Switzerland
$51.5K – – –
SO
1038
Sierra Ocean
California
$50.6K -$1.05K -6 -2%
OPTFSNA
1039
Old Point Trust & Financial Services N A
Virginia
$49.8K – – –
SIC
1040
Salem Investment Counselors
North Carolina
$46.8K +$6.82K +39 +16%
WA
1041
WPG Advisers
Maryland
$46.8K +$12.9K +74 +36%
KA
1042
Kozak & Associates
Colorado
$46.4K +$699 +4 +1%
BFPW
1043
BOK Financial Private Wealth
Colorado
$44.5K +$5.59K +32 +14%
SFGP
1044
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.3K +$524 +3 +1%
ITIM
1045
Indiana Trust & Investment Management
Indiana
$44K – – –
RA
1046
Rise Advisors
New York
$43.9K -$4.54K -26 -9%
GSWM
1047
Golden State Wealth Management
California
$43.7K – – –
KFI
1048
Key Financial Inc
Pennsylvania
$42.4K – – –
EB
1049
Eastern Bank
Massachusetts
$41.5K – – –
TCPG
1050
Trivant Custom Portfolio Group
California
$41.5K – – –
40 41
42
43 44