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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
1076
Wealth Enhancement Trust Services
South Dakota
$67.6K +$66.3K +365 New
BC
1077
Bayforest Capital
United Kingdom
$67K +$65.8K +362 New
KCM
1078
Key Capital Management
Tennessee
$67K +$65.8K +362 New
GJIA
1079
Glass Jacobson Investment Advisors
Maryland
$65.7K – – –
RFP
1080
Root Financial Partners
California
$63.7K +$1.82K +10 +3%
CAL
1081
Capital Advisors Ltd
Ohio
$63K – – –
AIM
1082
Anchor Investment Management
South Carolina
$61.8K – – –
CA
1083
Centerpoint Advisors
Massachusetts
$61K – – –
FHA
1084
Flagship Harbor Advisors
Massachusetts
$60.4K +$59.2K +326 New
UCB
1085
United Community Bank
South Carolina
$60.3K -$1.09K -6 -2%
FC
1086
Fairscale Capital
New Hampshire
$60K +$38.9K +214 +195%
KA
1087
Kozak & Associates
Colorado
$59.3K +$727 +4 +1%
CT
1088
Colonial Trust
South Carolina
$58.7K -$363 -2 -0.6%
EWM
1089
Evolution Wealth Management
Florida
$58.7K – – –
FFL
1090
Financial Freedom LLC
Ohio
$58.6K – – –
DAM
1091
Delta Asset Management
Tennessee
$58.3K -$4.54K -25 -7%
IWP
1092
IAG Wealth Partners
Wisconsin
$58.3K – – –
RAM
1093
Reflection Asset Management
South Carolina
$58.1K +$57K +314 New
APW
1094
Aventura Private Wealth
Florida
$57.9K -$1.64K -9 -3%
EDRH
1095
Edmond de Rothschild Holding
Switzerland
$57.4K – – –
QL
1096
Quarry LP
New York
$57K +$29.2K +161 +110%
SFAM
1097
Sawyer Falduto Asset Management
Illinois
$56.8K +$55.8K +307 New
OPTFSNA
1098
Old Point Trust & Financial Services N A
Virginia
$55.5K – – –
MC
1099
Muzinich & Co
New York
$55.3K -$78.5K -432 -59%
RFS
1100
Richardson Financial Services
Massachusetts
$54.1K +$5.45K +30 +11%
42 43
44
45 46