We are live on ! Find out more
SPG icon

Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1326
RMG Wealth Management
Wisconsin
$2.43K – – –
QWM
1327
Quaker Wealth Management
New Jersey
$2.24K – – –
WTA
1328
Washington Trust Advisors
Massachusetts
$2.01K – – –
ECA
1329
Elevated Capital Advisors
Utah
$1.79K – – –
FIM
1330
FWL Investment Management
Texas
$1.79K +$1.65K +8 New
NAMP
1331
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.61K +$1.44K +7 New
ADL
1332
Asset Dedication LLC
California
$1.34K +$617 +3 +100%
TBFA
1333
Three Bearings Fiduciary Advisors
New Hampshire
$1.12K – – –
SRCM
1334
Signature Resources Capital Management
California
$1.12K – – –
POIA
1335
Pin Oak Investment Advisors
Texas
$1K +$1.24K +6 New
PWA
1336
Provenance Wealth Advisors
Florida
$895 +$823 +4 New
SFCL
1337
Strengthening Families & Communities LLC
Massachusetts
$895 +$823 +4 New
CCWM
1338
Cassaday & Co Wealth Management
Virginia
$671 -$1.24K -6 -67%
BIM
1339
Breakwater Investment Management
Washington
$671 – – –
T
1340
Tidemark
California
$671 – – –
MWM
1341
Mosley Wealth Management
California
$671 +$617 +3 New
BCV
1342
Banque Cantonale Vaudoise
Switzerland
$462 -$247K -1,201 -37%
3FI
1343
3 Factor Indexing
California
$448 – – –
GFA
1344
Godfrey Financial Associates
New York
$447 – – –
RJA
1345
Ross\Johnson & Associates
Minnesota
$447 +$206 +1 +100%
SHIM
1346
Stone House Investment Management
Pennsylvania
$447 +$206 +1 +100%
BWS
1347
Buck Wealth Strategies
Colorado
$447 +$412 +2 New
DF
1348
Downshift Financial
Colorado
$447 +$412 +2 New
RPA
1349
Redwood Park Advisors
California
$224 – – –
HIA
1350
Highland Investment Advisors
Florida
$224 +$206 +1 New
52 53
54
55 56