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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WBH Advisory
Maryland
$402K
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$400K -$22.5K -156 -5%
GA
453
Glenhill Advisors
New York
$399K +$401K +2,786 New
CWM
454
Cabot Wealth Management
Massachusetts
$397K -$6.77K -47 -2%
TTWM
455
TCV Trust & Wealth Management
Virginia
$393K
CLOS
456
Compagnie Lombard Odier SCmA
Switzerland
$392K +$394K +2,736 New
SC
457
Savant Capital
Illinois
$389K -$1.87K -13 -0.5%
MHIC
458
Marble Harbor Investment Counsel
Massachusetts
$386K +$28.4K +197 +8%
GIS
459
Guardian Investor Services
New York
$379K
RIL
460
Rothschild Investment LLC
Illinois
$378K +$381K +2,642 New
FNBT
461
FineMark National Bank & Trust
Florida
$376K -$153K -1,059 -29%
LCM
462
Logan Capital Management
Pennsylvania
$368K
HFS
463
HL Financial Services
Kentucky
$360K -$14.1K -98 -4%
Envestnet Asset Management
464
Envestnet Asset Management
Illinois
$342K +$3.46K +24 +1%
CC
465
Capital Counsel
New York
$341K
BIC
466
Bridges Investment Counsel
Nebraska
$339K -$1.58K -11 -0.5%
AF
467
Arrow Financial
New York
$335K -$320K -2,222 -49%
TF
468
Tompkins Financial
New York
$332K
SCM
469
Shelton Capital Management
Colorado
$331K
CIA
470
Choate Investment Advisors
Massachusetts
$323K
TWI
471
Thomas White International
Illinois
$320K
Verition Fund Management
472
Verition Fund Management
Connecticut
$313K -$98.8K -686 -24%
Mariner
473
Mariner
Kansas
$306K +$308K +2,138 New
EC
474
EJF Capital
Virginia
$304K +$306K +2,126 New
CC
475
Courier Capital
New York
$297K -$52K -361 -15%