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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
526
Williams Jones & Associates
New York
$266K – – –
CB
527
Commerce Bank
Missouri
$265K -$53.1K -334 -16%
MOS
528
MGO One Seven
Ohio
$262K -$5.25K -33 -2%
LSAG
529
Lake Street Advisors Group
New Hampshire
$261K -$1.11K -7 -0.4%
WT
530
Washington Trust
Rhode Island
$260K – – –
WSC
531
Wellington Shields & Co
New York
$258K – – –
LOAMS
532
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K +$266K +1,670 New
William Blair & Company
533
William Blair & Company
Illinois
$257K -$24.7K -155 -9%
NA
534
NewEdge Advisors
Louisiana
$247K +$49K +308 +24%
PT
535
Plimoth Trust
Massachusetts
$246K -$58.9K -370 -19%
SWP
536
Stratos Wealth Partners
Ohio
$244K +$9.07K +57 +4%
BIM
537
Bridges Investment Management
Nebraska
$244K +$251K +1,580 New
Rockefeller Capital Management
538
Rockefeller Capital Management
New York
$241K +$248K +1,562 New
FCBT
539
First Citizens Bank & Trust
North Carolina
$236K – – –
CA
540
Cynosure Advisors
Utah
$235K -$300K -1,888 -55%
Truist Financial
541
Truist Financial
North Carolina
$233K +$14.5K +91 +6%
GWM
542
GSB Wealth Management
Connecticut
$232K – – –
WPP
543
Whalerock Point Partners
Rhode Island
$232K – – –
CAL
544
Capital Analysts LLC
Pennsylvania
$227K -$17.3K -109 -7%
CL
545
Choreo LLC
Illinois
$225K +$232K +1,459 New
FG
546
Fiduciary Group
Georgia
$222K – – –
SFI
547
SPC Financial Inc
Maryland
$221K – – –
FTC
548
Farmers Trust Company
Ohio
$219K -$40.1K -252 -15%
CCP
549
Corient Capital Partners
California
$218K +$224K +1,410 New
SB
550
Suntrust Banks
Georgia
$217K +$223K +1,403 New