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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1151
Kozak & Associates
Colorado
$73.2K +$617 +3 +0.9%
CA
1152
Centerpoint Advisors
Massachusetts
$73K – – –
UCB
1153
United Community Bank
South Carolina
$72.9K – – –
FC
1154
Fairscale Capital
New Hampshire
$72.5K – – –
EWM
1155
Evolution Wealth Management
Florida
$70.9K – – –
WETS
1156
Wealth Enhancement Trust Services
South Dakota
$70.9K +$39.5K +192 +154%
IWP
1157
IAG Wealth Partners
Wisconsin
$70.5K -$23.9K -116 -27%
SFAM
1158
Sawyer Falduto Asset Management
Illinois
$68.7K – – –
CT
1159
Colonial Trust
South Carolina
$68K -$3.7K -18 -6%
KFI
1160
Key Financial Inc
Pennsylvania
$67.1K – – –
OPTFSNA
1161
Old Point Trust & Financial Services N A
Virginia
$67.1K – – –
AWM
1162
Activest Wealth Management
Florida
$62K -$202K -983 -78%
BCM
1163
Blume Capital Management
California
$60.4K – – –
CA
1164
Continuum Advisory
Idaho
$60.2K +$55.4K +269 New
SGK
1165
Steigerwald Gordon & Koch
Virginia
$59.5K – – –
MCM
1166
MV Capital Management
Maryland
$58.1K +$206 +1 +0.4%
BFPW
1167
BOK Financial Private Wealth
Colorado
$54.8K +$3.7K +18 +8%
TC
1168
Trust Company
Kansas
$53.9K -$5.56K -27 -10%
BIA
1169
Bell Investment Advisors
California
$53K -$206 -1 -0.4%
SWM
1170
SHP Wealth Management
Massachusetts
$51.8K +$2.06K +10 +5%
VNA
1171
Valley National Advisers
Pennsylvania
$51.4K +$617 +3 +1%
DIP
1172
DT Investment Partners
Pennsylvania
$51K – – –
WAG
1173
Wilkerson Advisory Group
Missouri
$50.8K +$4.94K +24 +12%
TF
1174
Tompkins Financial
New York
$50.3K -$24.5K -119 -35%
APW
1175
Aventura Private Wealth
Florida
$47.6K – – –
45 46
47
48 49