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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1076
Zions Bancorporation, National Association
Utah
$93.6K -$63.5K -333 -40%
MTIC
1077
Missouri Trust & Investment Company
Missouri
$93.3K – – –
HIIFS
1078
Harel Insurance Investments & Financial Services
Israel
$93K +$95.4K +500 New
CSPIA
1079
Cary Street Partners Investment Advisory
Virginia
$92.9K +$2.29K +12 +2%
BW
1080
Basepoint Wealth
Iowa
$92.8K +$1.14K +6 +1%
CCA
1081
Catalyst Capital Advisors
New York
$88.6K -$5.72K -30 -6%
MSWM
1082
Mowery & Schoenfeld Wealth Management
Illinois
$87.5K – – –
GIA
1083
GHP Investment Advisors
Colorado
$85.2K +$1.33K +7 +2%
VR
1084
Vision Retirement
New Jersey
$83.9K +$763 +4 +0.9%
IWP
1085
IAG Wealth Partners
Wisconsin
$80.4K +$22.1K +116 +37%
JEST
1086
JTC Employer Solutions Trustee
Jersey
$77K – – –
CAL
1087
Capital Advisors Ltd
Ohio
$77K +$13K +68 +20%
FFC
1088
First Financial Corp
Indiana
$74.6K – – –
GBT
1089
Grove Bank & Trust
Florida
$73.3K +$1.53K +8 +2%
ITIM
1090
Indiana Trust & Investment Management
Indiana
$72.7K – – –
AEPWM
1091
Atlantic Edge Private Wealth Management
Florida
$69.9K – – –
AUB
1092
Atlantic Union Bankshares
Virginia
$67.7K +$33.2K +174 +92%
CFD
1093
Creative Financial Designs
Indiana
$67.3K -$1.14K -6 -2%
RFP
1094
Root Financial Partners
California
$67.2K +$3.05K +16 +5%
GWM
1095
Geneos Wealth Management
Colorado
$66.8K -$8.77K -46 -11%
GJIA
1096
Glass Jacobson Investment Advisors
Maryland
$66.2K – – –
KA
1097
Kozak & Associates
Colorado
$65.2K +$763 +4 +1%
GSWM
1098
Golden State Wealth Management
California
$64.7K +$37K +194 +127%
TF
1099
Tompkins Financial
New York
$64.2K +$22.7K +119 +53%
EB
1100
Eastern Bank
Massachusetts
$63.6K +$17.4K +91 +36%
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