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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$611K +$21.5K +180 +3%
CRWM
527
Castle Rock Wealth Management
California
$607K +$51.5K +431 +8%
IFG
528
Independent Financial Group
California
$605K +$87.6K +734 +16%
BAMF
529
BI Asset Management Fondsmaeglerselskab
Denmark
$604K +$14.6K +122 +2%
FHB
530
First Hawaiian Bank
Hawaii
$603K +$193K +1,618 +43%
CCP
531
Carmel Capital Partners
California
$603K -$26K -218 -4%
MNBTD
532
Moody National Bank Trust Division
Texas
$597K
Brown Advisory
533
Brown Advisory
Maryland
$595K +$72K +603 +13%
GHAM
534
Gilman Hill Asset Management
Connecticut
$590K -$55.3K -463 -8%
KeyBank National Association
535
KeyBank National Association
Ohio
$588K +$62.6K +524 +11%
MMG
536
Monetary Management Group
Missouri
$588K
CAM
537
Cresset Asset Management
Illinois
$587K +$626K +5,244 New
CCA
538
Checchi Capital Advisers
California
$587K +$49.4K +414 +9%
AWA
539
Arete Wealth Advisors
Illinois
$585K +$216K +1,812 +53%
VI
540
Versor Investments
New York
$582K -$71.6K -600 -10%
AG
541
Ascent Group
Virginia
$581K -$26.4K -221 -4%
PA
542
Parallel Advisors
California
$581K -$75.7K -634 -11%
HCM
543
Hollencrest Capital Management
California
$574K -$836 -7 -0.1%
VIM
544
VELA Investment Management
Ohio
$566K
MCI
545
MRP Capital Investments
Georgia
$565K +$133K +1,115 +28%
PA
546
Profund Advisors
Maryland
$564K -$186K -1,557 -24%
AAI
547
American Assets Inc
California
$560K
EC
548
EJF Capital
Virginia
$560K +$119K +1,000 +25%
SC
549
Scotia Capital
Ontario, Canada
$559K +$94K +787 +19%
SVWAG
550
Sound View Wealth Advisors Group
Georgia
$557K -$70.6K -591 -11%