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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Silvercrest Asset Management
New York
$497K -$27.1K -125 -5%
BPC
502
Banque Pictet & Cie
Switzerland
$497K +$86.7K +400 +20%
SWM
503
Segment Wealth Management
Texas
$481K – – –
PL
504
Parkwood LLC
Ohio
$474K -$41.8K -193 -8%
WJA
505
Williams Jones & Associates
New York
$470K – – –
HK
506
Horizon Kinetics
New York
$460K -$27.5K -127 -5%
MWAC
507
Mariner Wealth Advisors (Cincinnati)
Ohio
$458K -$65K -300 -12%
SCM
508
Shelton Capital Management
Colorado
$450K -$867 -4 -0.2%
ISL
509
Ingalls & Snyder LLC
New York
$448K – – –
BUB
510
BBVA USA Bancshares
Texas
$442K +$141K +649 +44%
SAM
511
SignalPoint Asset Management
Missouri
$440K +$92.4K +426 +25%
DSI
512
Daiwa SB Investments
Japan
$431K +$451K +2,080 New
BRWA
513
B. Riley Wealth Advisors
Florida
$430K -$23K -106 -5%
ICM
514
IronBridge Capital Management
Illinois
$429K -$84.6K -390 -16%
Truist Financial
515
Truist Financial
North Carolina
$423K -$29.1K -134 -6%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$420K +$80.9K +373 +22%
KIA
517
KCM Investment Advisors
California
$418K +$23.9K +110 +6%
CL
518
CPWM LLC
Washington
$415K – – –
Verition Fund Management
519
Verition Fund Management
Connecticut
$410K +$226K +1,040 +111%
CG
520
Cutler Group
California
$410K +$387K +1,785 +893%
GWM
521
Geneos Wealth Management
Colorado
$407K -$24.9K -115 -6%
TTWM
522
TCV Trust & Wealth Management
Virginia
$405K – – –
TG
523
TLP Group
Illinois
$394K – – –
CAN
524
Cetera Advisor Networks
California
$394K +$105K +484 +34%
RFC
525
Regions Financial Corp
Alabama
$393K +$25.4K +117 +7%