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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
1126
Owl Creek Wealth Partners
Colorado
$120K +$2.06K +10 +2%
OP
1127
Oslo Pensjonsforsikring
$120K – – –
HHGA
1128
Halbert Hargrove Global Advisors
California
$117K – – –
BW
1129
Basepoint Wealth
Iowa
$112K +$823 +4 +0.8%
HIIFS
1130
Harel Insurance Investments & Financial Services
Israel
$112K – – –
MSWM
1131
Mowery & Schoenfeld Wealth Management
Illinois
$105K – – –
GIA
1132
GHP Investment Advisors
Colorado
$103K +$823 +4 +0.9%
VR
1133
Vision Retirement
New Jersey
$101K +$617 +3 +0.7%
CAL
1134
Capital Advisors Ltd
Ohio
$93K +$1.03K +5 +1%
JEST
1135
JTC Employer Solutions Trustee
Jersey
$92K – – –
SGFG
1136
Silver Grove Financial Group
New York
$92K +$84.6K +411 New
FFC
1137
First Financial Corp
Indiana
$89.5K – – –
ITIM
1138
Indiana Trust & Investment Management
Indiana
$87.2K – – –
AEPWM
1139
Atlantic Edge Private Wealth Management
Florida
$83.9K – – –
GBT
1140
Grove Bank & Trust
Florida
$82.5K -$4.94K -24 -6%
GWM
1141
Geneos Wealth Management
Colorado
$80.1K – – –
GJIA
1142
Glass Jacobson Investment Advisors
Maryland
$79.4K – – –
GSWM
1143
Golden State Wealth Management
California
$77.6K – – –
DAM
1144
Delta Asset Management
Tennessee
$77.2K +$7.2K +35 +11%
EB
1145
Eastern Bank
Massachusetts
$76.3K – – –
RFS
1146
Richardson Financial Services
Massachusetts
$75.4K +$7.2K +35 +12%
AIM
1147
Anchor Investment Management
South Carolina
$74.7K – – –
CFD
1148
Creative Financial Designs
Indiana
$74.3K -$5.97K -29 -8%
AUB
1149
Atlantic Union Bankshares
Virginia
$73.8K -$6.79K -33 -9%
KFAS
1150
Keating Financial Advisory Services
Kansas
$73.8K +$31.7K +154 +88%
44 45
46
47 48