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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1101
Richardson Financial Services
Massachusetts
$54.1K +$5.45K +30 +11%
CP
1102
Camelot Portfolios
Ohio
$53.4K +$52.3K +288 New
BIA
1103
Bell Investment Advisors
California
$50K +$9.63K +53 +24%
TC
1104
Trust Company
Kansas
$49.6K -$182 -1 -0.4%
SGK
1105
Steigerwald Gordon & Koch
Virginia
$49.2K – – –
KFI
1106
Key Financial Inc
Pennsylvania
$47.6K -$18.2K -100 -28%
CIAM
1107
Caitong International Asset Management
Hong Kong
$47K +$46.1K +254 New
CFB
1108
Cullen/Frost Bankers
Texas
$46.5K +$20.2K +111 +79%
EB
1109
Eastern Bank
Massachusetts
$46.3K – – –
MCM
1110
MV Capital Management
Maryland
$46.3K +$363 +2 +0.8%
AF
1111
Advisornet Financial
Minnesota
$42.9K +$182 +1 +0.4%
DIP
1112
DT Investment Partners
Pennsylvania
$42.2K – – –
BFPW
1113
BOK Financial Private Wealth
Colorado
$42K – – –
TF
1114
Tompkins Financial
New York
$41.6K +$40.9K +225 New
SL
1115
Salomon & Ludwin
Virginia
$38.5K – – –
VNA
1116
Valley National Advisers
Pennsylvania
$38K +$363 +2 +1%
FIA
1117
FNY Investment Advisers
New York
$37K -$109K -600 -75%
BGAI
1118
Bruce G. Allen Investments
Colorado
$35.7K – – –
AUB
1119
Atlantic Union Bankshares
Virginia
$35K -$3.63K -20 -10%
FWA
1120
Flagship Wealth Advisors
Massachusetts
$34.1K – – –
SWM
1121
SHP Wealth Management
Massachusetts
$33.8K +$33.2K +183 New
NECFA
1122
New England Capital Financial Advisors
Connecticut
$33.6K +$363 +2 +1%
GKIM
1123
GW&K Investment Management
Massachusetts
$33K +$908 +5 +3%
PPL
1124
Planning Project LLC
Texas
$29.6K +$29.1K +160 New
WAG
1125
Wilkerson Advisory Group
Missouri
$29.2K +$28.7K +158 New
43 44
45
46 47