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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
501
Verity Asset Management
North Carolina
$338K +$21.9K +135 +7%
BAM
502
Belpointe Asset Management
Nevada
$338K +$320K +1,970 New
IWM
503
IHT Wealth Management
Illinois
$337K +$294K +1,812 +1,012%
PT
504
Plimoth Trust
Massachusetts
$337K +$319K +1,962 New
FNT
505
First National Trust
Pennsylvania
$327K -$73.2K -451 -19%
CSS
506
Cubist Systematic Strategies
Connecticut
$326K +$309K +1,900 New
TTWM
507
TCV Trust & Wealth Management
Virginia
$315K
MCWS
508
McKinley Carter Wealth Services
West Virginia
$315K +$47.1K +290 +19%
GXMC
509
Global X Management Company
New York
$313K -$313K -1,930 -51%
William Blair & Company
510
William Blair & Company
Illinois
$313K -$71.5K -440 -19%
CAM
511
CenterStar Asset Management
Illinois
$305K
MOS
512
MGO One Seven
Ohio
$297K +$281K +1,732 New
WJA
513
Williams Jones & Associates
New York
$296K -$33.8K -208 -11%
LIC
514
Lodestar Investment Counsel
Illinois
$294K +$278K +1,714 New
VIA
515
Vident Investment Advisory
Georgia
$291K +$11.4K +70 +4%
LSAG
516
Lake Street Advisors Group
New Hampshire
$291K +$275K +1,695 New
WT
517
Washington Trust
Rhode Island
$289K +$37K +228 +16%
WSC
518
Wellington Shields & Co
New York
$287K
FTC
519
Farmers Trust Company
Ohio
$286K -$80.7K -497 -23%
AI
520
Atria Investments
North Carolina
$285K -$25.8K -159 -9%
WOC
521
West Oak Capital
California
$280K
SBIA
522
Sheaff Brock Investment Advisors
Indiana
$278K
CAL
523
Capital Analysts LLC
Pennsylvania
$271K -$2.92K -18 -1%
RFS
524
Rockefeller Financial Services
New York
$268K
RWA
525
Ropes Wealth Advisors
Massachusetts
$266K