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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
501
Perigon Wealth Management
California
$924K -$290K -2,398 -27%
IAIM
502
International Assets Investment Management
Florida
$921K -$54.9K -454 -7%
CA
503
Cetera Advisors
Colorado
$916K -$520K -4,301 -40%
Brown Advisory
504
Brown Advisory
Maryland
$910K +$42.7K +353 +6%
EDRH
505
Edmond de Rothschild Holding
Switzerland
$907K -$1.13M -9,369 -60%
SW
506
SteelPeak Wealth
California
$894K -$11.7M -96,424 -94%
MCA
507
MSH Capital Advisors
Arizona
$891K -$19.5K -161 -3%
SGI
508
Summit Global Investments
Utah
$888K -$3.27M -27,075 -81%
MSA
509
Marino Stram & Associates
Massachusetts
$885K +$20.5K +170 +3%
SW
510
Solidarity Wealth
Utah
$880K -$24.2K -200 -3%
VCA
511
Verdence Capital Advisors
Maryland
$863K -$24.4K -202 -3%
SFA
512
Sequoia Financial Advisors
Ohio
$861K +$291K +2,406 +66%
GF
513
Gabelli Funds
New York
$856K -$1.12M -9,250 -61%
BFG
514
Bleakley Financial Group
New Jersey
$849K +$41.1K +340 +6%
SS
515
Simplicity Solutions
Minnesota
$849K +$41.1K +340 +6%
AFP
516
Ausdal Financial Partners
Iowa
$842K -$53.8K -445 -7%
RJT
517
Raymond James Trust
Florida
$830K +$143K +1,185 +26%
AAA
518
Adams Asset Advisors
Texas
$826K
VAS
519
Vestmark Advisory Solutions
Massachusetts
$818K +$1.09K +9 +0.2%
CA
520
Cullinan Associates
Kentucky
$816K -$85.8K -710 -11%
IPW
521
Impact Partnership Wealth
Georgia
$813K +$153K +1,264 +28%
WSC
522
Wellington Shields & Co
New York
$813K +$60.4K +500 +10%
WPC
523
Wedmont Private Capital
Pennsylvania
$809K +$240K +1,986 +54%
JPWM
524
Jamison Private Wealth Management
Georgia
$808K +$76.3K +631 +13%
BAMF
525
BI Asset Management Fondsmaeglerselskab
Denmark
$807K -$462K -3,821 -40%