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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Stance Capital
Massachusetts
$63.4K +$64.8K +340 New
AIM
1102
Anchor Investment Management
South Carolina
$62.3K – – –
CA
1103
Centerpoint Advisors
Massachusetts
$61K – – –
UCB
1104
United Community Bank
South Carolina
$60.8K – – –
FC
1105
Fairscale Capital
New Hampshire
$60.4K – – –
EWM
1106
Evolution Wealth Management
Florida
$59.1K – – –
FFL
1107
Financial Freedom LLC
Ohio
$59K – – –
CT
1108
Colonial Trust
South Carolina
$58.9K +$572 +3 +0.9%
DAM
1109
Delta Asset Management
Tennessee
$57.8K -$954 -5 -2%
EDRH
1110
Edmond de Rothschild Holding
Switzerland
$57.8K – – –
SFAM
1111
Sawyer Falduto Asset Management
Illinois
$57.3K – – –
RFS
1112
Richardson Financial Services
Massachusetts
$56.3K +$1.91K +10 +3%
OPTFSNA
1113
Old Point Trust & Financial Services N A
Virginia
$56K – – –
KFI
1114
Key Financial Inc
Pennsylvania
$56K +$8.2K +43 +17%
BCM
1115
Blume Capital Management
California
$50.4K +$51.5K +270 New
TLFA
1116
True Link Financial Advisors
California
$50.4K +$51.5K +270 New
TC
1117
Trust Company
Kansas
$50K – – –
SGK
1118
Steigerwald Gordon & Koch
Virginia
$49.6K – – –
MCM
1119
MV Capital Management
Maryland
$48.3K +$1.72K +9 +4%
EP
1120
Essential Partners
California
$48K -$119K -624 -71%
IAAG
1121
Innovative Asset Advisors Group
Connecticut
$46.8K +$47.9K +251 New
WSFG
1122
Wall Street Financial Group
Illinois
$45.3K +$46.3K +243 New
BIA
1123
Bell Investment Advisors
California
$44.4K -$6.1K -32 -12%
AF
1124
Advisornet Financial
Minnesota
$42.8K -$381 -2 -0.9%
KCM
1125
Key Capital Management
Tennessee
$42.5K -$25.6K -134 -37%
43 44
45
46 47