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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CB
501
Commerce Bank
Missouri
$352K -$57.3K -353 -15%
SAM
502
Silvercrest Asset Management
New York
$344K -$7.31K -45 -2%
IA
503
IFP Advisors
Florida
$341K -$47.4K -292 -13%
VAM
504
Verity Asset Management
North Carolina
$338K +$21.9K +135 +7%
BAM
505
Belpointe Asset Management
Nevada
$338K +$320K +1,970 New
IWM
506
IHT Wealth Management
Illinois
$337K +$294K +1,812 +1,012%
PT
507
Plimoth Trust
Massachusetts
$337K +$319K +1,962 New
FNT
508
First National Trust
Pennsylvania
$327K -$73.2K -451 -19%
CSS
509
Cubist Systematic Strategies
Connecticut
$326K +$309K +1,900 New
TTWM
510
TCV Trust & Wealth Management
Virginia
$315K – – –
MCWS
511
McKinley Carter Wealth Services
West Virginia
$315K +$47.1K +290 +19%
GXMC
512
Global X Management Company
New York
$313K -$313K -1,930 -51%
William Blair & Company
513
William Blair & Company
Illinois
$313K -$71.5K -440 -19%
CAM
514
CenterStar Asset Management
Illinois
$305K – – –
MOS
515
MGO One Seven
Ohio
$297K +$281K +1,732 New
WJA
516
Williams Jones & Associates
New York
$296K -$33.8K -208 -11%
LIC
517
Lodestar Investment Counsel
Illinois
$294K +$278K +1,714 New
VIA
518
Vident Investment Advisory
Georgia
$291K +$11.4K +70 +4%
LSAG
519
Lake Street Advisors Group
New Hampshire
$291K +$275K +1,695 New
WT
520
Washington Trust
Rhode Island
$289K +$37K +228 +16%
WSC
521
Wellington Shields & Co
New York
$287K – – –
FTC
522
Farmers Trust Company
Ohio
$286K -$80.7K -497 -23%
AI
523
Atria Investments
North Carolina
$285K -$25.8K -159 -9%
WOC
524
West Oak Capital
California
$280K – – –
SBIA
525
Sheaff Brock Investment Advisors
Indiana
$278K – – –