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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1076
Creative Financial Designs
Indiana
$67.9K +$1.09K +6 +2%
WETS
1077
Wealth Enhancement Trust Services
South Dakota
$67.6K +$66.3K +365 New
BC
1078
Bayforest Capital
United Kingdom
$67K +$65.8K +362 New
KCM
1079
Key Capital Management
Tennessee
$67K +$65.8K +362 New
GJIA
1080
Glass Jacobson Investment Advisors
Maryland
$65.7K – – –
RFP
1081
Root Financial Partners
California
$63.7K +$1.82K +10 +3%
CAL
1082
Capital Advisors Ltd
Ohio
$63K – – –
AIM
1083
Anchor Investment Management
South Carolina
$61.8K – – –
CA
1084
Centerpoint Advisors
Massachusetts
$61K – – –
FHA
1085
Flagship Harbor Advisors
Massachusetts
$60.4K +$59.2K +326 New
UCB
1086
United Community Bank
South Carolina
$60.3K -$1.09K -6 -2%
FC
1087
Fairscale Capital
New Hampshire
$60K +$38.9K +214 +195%
KA
1088
Kozak & Associates
Colorado
$59.3K +$727 +4 +1%
CT
1089
Colonial Trust
South Carolina
$58.7K -$363 -2 -0.6%
EWM
1090
Evolution Wealth Management
Florida
$58.7K – – –
FFL
1091
Financial Freedom LLC
Ohio
$58.6K – – –
DAM
1092
Delta Asset Management
Tennessee
$58.3K -$4.54K -25 -7%
IWP
1093
IAG Wealth Partners
Wisconsin
$58.3K – – –
RAM
1094
Reflection Asset Management
South Carolina
$58.1K +$57K +314 New
APW
1095
Aventura Private Wealth
Florida
$57.9K -$1.64K -9 -3%
EDRH
1096
Edmond de Rothschild Holding
Switzerland
$57.4K – – –
QL
1097
Quarry LP
New York
$57K +$29.2K +161 +110%
SFAM
1098
Sawyer Falduto Asset Management
Illinois
$56.8K +$55.8K +307 New
OPTFSNA
1099
Old Point Trust & Financial Services N A
Virginia
$55.5K – – –
MC
1100
Muzinich & Co
New York
$55.3K -$78.5K -432 -59%
42 43
44
45 46