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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1076
Oslo Pensjonsforsikring
$100K +$102K +536 New
OCWP
1077
Owl Creek Wealth Partners
Colorado
$98.3K +$101K +527 New
HHGA
1078
Halbert Hargrove Global Advisors
California
$97.2K – – –
ZBNA
1079
Zions Bancorporation, National Association
Utah
$93.6K -$63.5K -333 -40%
MTIC
1080
Missouri Trust & Investment Company
Missouri
$93.3K – – –
HIIFS
1081
Harel Insurance Investments & Financial Services
Israel
$93K +$95.4K +500 New
CSPIA
1082
Cary Street Partners Investment Advisory
Virginia
$92.9K +$2.29K +12 +2%
BW
1083
Basepoint Wealth
Iowa
$92.8K +$1.14K +6 +1%
CCA
1084
Catalyst Capital Advisors
New York
$88.6K -$5.72K -30 -6%
MSWM
1085
Mowery & Schoenfeld Wealth Management
Illinois
$87.5K – – –
GIA
1086
GHP Investment Advisors
Colorado
$85.2K +$1.33K +7 +2%
VR
1087
Vision Retirement
New Jersey
$83.9K +$763 +4 +0.9%
IWP
1088
IAG Wealth Partners
Wisconsin
$80.4K +$22.1K +116 +37%
JEST
1089
JTC Employer Solutions Trustee
Jersey
$77K – – –
CAL
1090
Capital Advisors Ltd
Ohio
$77K +$13K +68 +20%
FFC
1091
First Financial Corp
Indiana
$74.6K – – –
GBT
1092
Grove Bank & Trust
Florida
$73.3K +$1.53K +8 +2%
ITIM
1093
Indiana Trust & Investment Management
Indiana
$72.7K – – –
AEPWM
1094
Atlantic Edge Private Wealth Management
Florida
$69.9K – – –
AUB
1095
Atlantic Union Bankshares
Virginia
$67.7K +$33.2K +174 +92%
CFD
1096
Creative Financial Designs
Indiana
$67.3K -$1.14K -6 -2%
RFP
1097
Root Financial Partners
California
$67.2K +$3.05K +16 +5%
GWM
1098
Geneos Wealth Management
Colorado
$66.8K -$8.77K -46 -11%
GJIA
1099
Glass Jacobson Investment Advisors
Maryland
$66.2K – – –
KA
1100
Kozak & Associates
Colorado
$65.2K +$763 +4 +1%
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