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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1076
GW&K Investment Management
Massachusetts
$33K +$863 +5 +3%
CT
1077
Clearstead Trust
Maine
$31.9K -$16.6K -96 -36%
HFS
1078
Hopwood Financial Services
Virginia
$30K – – –
AP
1079
Atwood & Palmer
Missouri
$29.1K – – –
GSWM
1080
Golden State Wealth Management
California
$28.7K -$19K -110 -42%
BWAM
1081
Boyd Watterson Asset Management
Ohio
$28.7K – – –
TCOT
1082
Trust Company of Toledo
Ohio
$28.7K – – –
QL
1083
Quarry LP
New York
$27.6K -$118K -681 -82%
CFB
1084
Cullen/Frost Bankers
Texas
$26.2K +$173 +1 +0.7%
SC
1085
Stance Capital
Massachusetts
$25.6K +$23.7K +137 New
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$24.8K +$4.32K +25 +23%
PPC
1087
Park Place Capital
Alabama
$24.2K – – –
WA
1088
WPG Advisers
Maryland
$24.2K – – –
AA
1089
Ancora Advisors
Ohio
$24K – – –
TWD
1090
True Wealth Design
Ohio
$23.2K +$16.6K +96 +343%
DSC
1091
Duncker Streett & Co
Missouri
$23.1K +$2.42K +14 +13%
AWM
1092
Abound Wealth Management
Tennessee
$22.9K +$173 +1 +0.8%
HFS
1093
Hughes Financial Services
Virginia
$22K – – –
RWM
1094
Raffa Wealth Management
District of Columbia
$21.6K +$3.28K +19 +20%
DWM
1095
Dogwood Wealth Management
Kansas
$21.4K +$10.5K +61 +115%
PWA
1096
Physician Wealth Advisors
Utah
$21K +$18.1K +105 +1,500%
CIA
1097
Cape Investment Advisory
Georgia
$20.7K -$2.42K -14 -11%
FC
1098
Fairscale Capital
New Hampshire
$20.6K – – –
PFA
1099
Pathway Financial Advisers
Indiana
$20.5K +$19K +110 New
LSA
1100
Leonteq Securities AG
Switzerland
$20.5K -$44.9K -260 -70%
42 43
44
45 46