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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
WC
401
Wexford Capital
Florida
$487K -$2.38M -37,877 -84%
AWM
402
AllSquare Wealth Management
New York
$487K +$220K +3,510 +97%
IRF
403
IBM Retirement Fund
New York
$486K -$10.5K -167 -2%
SAM
404
Secure Asset Management
Michigan
$480K +$440K +7,017 New
GFA
405
Gifford Fong Associates
California
$479K
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$458K -$46.8K -746 -10%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$442K -$47.2K -752 -10%
GVAG
408
Great Valley Advisor Group
Delaware
$436K +$29.7K +474 +8%
CA
409
Cetera Advisors
Colorado
$432K -$6.27K -100 -2%
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K
IAA
411
Independent Advisor Alliance
North Carolina
$425K +$390K +6,216 New
BFC
412
Bedel Financial Consulting
Indiana
$419K +$25.5K +406 +7%
AIS
413
American Investment Services
Massachusetts
$417K +$5.39K +86 +1%
FAAS
414
First Allied Advisory Services
California
$411K +$48.2K +768 +15%
EC
415
EJF Capital
Virginia
$410K -$125K -2,000 -25%
AI
416
Atom Investors
Texas
$405K -$193K -3,073 -34%
EM
417
Excalibur Management
Massachusetts
$404K +$21.1K +337 +6%
PVWM
418
Point View Wealth Management
New Jersey
$394K -$8.78K -140 -2%
SAS
419
Stelac Advisory Services
New York
$386K +$354K +5,648 New
SPIA
420
Steward Partners Investment Advisory
New York
$385K -$146K -2,322 -29%
PAM
421
Paradigm Asset Management
New York
$377K -$31.4K -500 -8%
LSV Asset Management
422
LSV Asset Management
Illinois
$376K +$345K +5,500 New
IFG
423
Independent Financial Group
California
$373K +$342K +5,458 New
Janney Montgomery Scott
424
Janney Montgomery Scott
Pennsylvania
$371K -$105K -1,668 -24%
LJAC
425
L.J. Altfest & Co
New York
$371K +$82K +1,308 +32%