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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1051
IAG Wealth Partners
Wisconsin
$59.1K – – –
EDRH
1052
Edmond de Rothschild Holding
Switzerland
$58.2K – – –
KA
1053
Kozak & Associates
Colorado
$57.4K +$518 +3 +1%
OPTFSNA
1054
Old Point Trust & Financial Services N A
Virginia
$56.3K – – –
RF
1055
Rossby Financial
Florida
$55.1K +$4.32K +25 +9%
RA
1056
Rise Advisors
New York
$52.6K +$1.73K +10 +4%
TC
1057
Trust Company
Kansas
$50.5K +$1.04K +6 +2%
SGK
1058
Steigerwald Gordon & Koch
Virginia
$49.9K +$45.9K +266 New
RFS
1059
Richardson Financial Services
Massachusetts
$49.2K +$15.2K +88 +51%
EB
1060
Eastern Bank
Massachusetts
$46.9K – – –
MCM
1061
MV Capital Management
Maryland
$46.5K +$691 +4 +2%
AT
1062
Arlington Trust
Alabama
$43.7K – – –
AF
1063
Advisornet Financial
Minnesota
$43.4K +$7.42K +43 +23%
DIP
1064
DT Investment Partners
Pennsylvania
$42.8K – – –
BFPW
1065
BOK Financial Private Wealth
Colorado
$42.6K – – –
BIA
1066
Bell Investment Advisors
California
$40.7K – – –
CHC
1067
City Holding Co
West Virginia
$40.2K +$36.9K +214 New
AUB
1068
Atlantic Union Bankshares
Virginia
$39.2K +$21.2K +123 +143%
C
1069
Covestor
United Kingdom
$39K -$3.11K -18 -8%
VNA
1070
Valley National Advisers
Pennsylvania
$39K +$518 +3 +1%
SL
1071
Salomon & Ludwin
Virginia
$38.9K +$36.3K +210 New
BGAI
1072
Bruce G. Allen Investments
Colorado
$36.2K – – –
FWA
1073
Flagship Wealth Advisors
Massachusetts
$34.5K – – –
NECFA
1074
New England Capital Financial Advisors
Connecticut
$33.7K +$345 +2 +1%
GKIM
1075
GW&K Investment Management
Massachusetts
$33K +$863 +5 +3%
41 42
43
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