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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1026
Generali Asset Management
Italy
$63K -$934K -5,913 -94%
ITIM
1027
Indiana Trust & Investment Management
Indiana
$62.7K +$19.8K +125 +47%
TH
1028
TCTC Holdings
Texas
$61.9K – – –
AEPWM
1029
Atlantic Edge Private Wealth Management
Florida
$60.3K -$23.7K -150 -29%
HI
1030
Hoey Investments
Pennsylvania
$60.3K – – –
LSA
1031
Leonteq Securities AG
Switzerland
$59.3K +$5.53K +35 +10%
GJIA
1032
Glass Jacobson Investment Advisors
Maryland
$57.1K -$361K -2,287 -87%
CAL
1033
Capital Advisors Ltd
Ohio
$55K -$316 -2 -0.6%
DAM
1034
Delta Asset Management
Tennessee
$54.7K – – –
AIM
1035
Anchor Investment Management
South Carolina
$53.7K – – –
CA
1036
Centerpoint Advisors
Massachusetts
$53K – – –
SOW
1037
State of Wyoming
Wyoming
$52.7K -$60.5K -383 -54%
KA
1038
Kozak & Associates
Colorado
$51.1K +$632 +4 +1%
EWM
1039
Evolution Wealth Management
Florida
$51K +$50.1K +317 New
FFL
1040
Financial Freedom LLC
Ohio
$50.9K +$790 +5 +2%
IWP
1041
IAG Wealth Partners
Wisconsin
$50.6K – – –
FPF
1042
First Pacific Financial
Washington
$50.2K -$9.16K -58 -16%
SO
1043
Sierra Ocean
California
$50K +$948 +6 +2%
EDRH
1044
Edmond de Rothschild Holding
Switzerland
$49.8K – – –
OPTFSNA
1045
Old Point Trust & Financial Services N A
Virginia
$48.2K – – –
CM
1046
Capula Management
Cayman Islands
$44.5K +$43.8K +277 New
RF
1047
Rossby Financial
Florida
$43.7K -$45.3K -287 -51%
RA
1048
Rise Advisors
New York
$43.5K +$948 +6 +2%
CT
1049
Clearstead Trust
Maine
$42.8K +$17.1K +108 +68%
GSWM
1050
Golden State Wealth Management
California
$42.3K – – –
40 41
42
43 44