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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1151
Colonial Trust
South Carolina
$68K -$3.7K -18 -6%
KFI
1152
Key Financial Inc
Pennsylvania
$67.1K – – –
OPTFSNA
1153
Old Point Trust & Financial Services N A
Virginia
$67.1K – – –
AWM
1154
Activest Wealth Management
Florida
$62K -$202K -983 -78%
BCM
1155
Blume Capital Management
California
$60.4K – – –
CA
1156
Continuum Advisory
Idaho
$60.2K +$55.4K +269 New
SGK
1157
Steigerwald Gordon & Koch
Virginia
$59.5K – – –
MCM
1158
MV Capital Management
Maryland
$58.1K +$206 +1 +0.4%
BFPW
1159
BOK Financial Private Wealth
Colorado
$54.8K +$3.7K +18 +8%
TC
1160
Trust Company
Kansas
$53.9K -$5.56K -27 -10%
BIA
1161
Bell Investment Advisors
California
$53K -$206 -1 -0.4%
SWM
1162
SHP Wealth Management
Massachusetts
$51.8K +$2.06K +10 +5%
VNA
1163
Valley National Advisers
Pennsylvania
$51.4K +$617 +3 +1%
DIP
1164
DT Investment Partners
Pennsylvania
$51K – – –
WAG
1165
Wilkerson Advisory Group
Missouri
$50.8K +$4.94K +24 +12%
TF
1166
Tompkins Financial
New York
$50.3K -$24.5K -119 -35%
APW
1167
Aventura Private Wealth
Florida
$47.6K – – –
SIM
1168
Synergy Investment Management
Florida
$47.4K +$24.3K +118 +128%
DWS
1169
Dynamic Wealth Strategies
California
$47K – – –
SL
1170
Salomon & Ludwin
Virginia
$46.8K – – –
TCOT
1171
Trust Company of Toledo
Ohio
$46.3K +$10.7K +52 +34%
KCM
1172
Key Capital Management
Tennessee
$45.2K -$5.35K -26 -11%
AT
1173
Avalon Trust
New Mexico
$44.7K +$41.2K +200 New
BC
1174
Burnham & Co
Michigan
$44.7K +$41.2K +200 New
BGAI
1175
Bruce G. Allen Investments
Colorado
$43.2K – – –
45 46
47
48 49