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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
1326
Quest 10 Wealth Builders
Virginia
$3.35K – – –
ACA
1327
American Capital Advisory
Idaho
$3.35K +$206 +1 +7%
OAJ
1328
Ogorek Anthony Joseph
New York
$3K – – –
GSEP
1329
Golden State Equity Partners
California
$2.91K -$1.95M -9,458 -100%
NL
1330
NVWM LLC
Pennsylvania
$2.91K +$206 +1 +8%
AF
1331
Alerus Financial
North Dakota
$2.68K – – –
GWM
1332
Gilpin Wealth Management
Colorado
$2.68K – – –
CIAS
1333
CBIZ Investment Advisory Services
Ohio
$2.61K – – –
TCA
1334
Trifecta Capital Advisors
Illinois
$2.46K +$2.26K +11 New
MWM
1335
Mascoma Wealth Management
New Hampshire
$2.46K – – –
RWM
1336
RMG Wealth Management
Wisconsin
$2.43K – – –
SVCP
1337
Silicon Valley Capital Partners
California
$2.29K – – –
QWM
1338
Quaker Wealth Management
New Jersey
$2.24K – – –
WTA
1339
Washington Trust Advisors
Massachusetts
$2.01K – – –
ECA
1340
Elevated Capital Advisors
Utah
$1.79K – – –
FIM
1341
FWL Investment Management
Texas
$1.79K +$1.65K +8 New
NAMP
1342
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.61K +$1.44K +7 New
ADL
1343
Asset Dedication LLC
California
$1.34K +$617 +3 +100%
TBFA
1344
Three Bearings Fiduciary Advisors
New Hampshire
$1.12K – – –
SRCM
1345
Signature Resources Capital Management
California
$1.12K – – –
POIA
1346
Pin Oak Investment Advisors
Texas
$1K +$1.24K +6 New
PWA
1347
Provenance Wealth Advisors
Florida
$895 +$823 +4 New
SFCL
1348
Strengthening Families & Communities LLC
Massachusetts
$895 +$823 +4 New
CCWM
1349
Cassaday & Co Wealth Management
Virginia
$671 -$1.24K -6 -67%
BIM
1350
Breakwater Investment Management
Washington
$671 – – –