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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$612K – – –
BFG
527
Bleakley Financial Group
New Jersey
$607K -$78K -666 -11%
SS
528
Simplicity Solutions
Minnesota
$607K -$56.1K -479 -8%
CCA
529
Checchi Capital Advisers
California
$594K -$30.1K -257 -4%
SVWAG
530
Sound View Wealth Advisors Group
Georgia
$592K +$27.5K +235 +4%
SLI
531
Sumitomo Life Insurance
Japan
$589K -$21.7K -185 -3%
WS
532
Wedbush Securities
California
$586K -$25.2K -215 -4%
Qube Research & Technologies (QRT)
533
Qube Research & Technologies (QRT)
United Kingdom
$583K +$633K +5,401 New
AAS
534
Avantax Advisory Services
Texas
$580K +$187K +1,593 +42%
MNBTD
535
Moody National Bank Trust Division
Texas
$580K +$4.33K +37 +0.7%
IAS
536
Insigneo Advisory Services
Florida
$565K +$207K +1,767 +51%
WSC
537
Wellington Shields & Co
New York
$562K +$234K +2,000 +63%
KeyBank National Association
538
KeyBank National Association
Ohio
$562K +$6.68K +57 +1%
FHB
539
First Hawaiian Bank
Hawaii
$557K -$45K -384 -7%
MMG
540
Monetary Management Group
Missouri
$554K -$14.6K -125 -2%
CCM
541
Coldstream Capital Management
Washington
$553K -$7.38K -63 -1%
VIM
542
VELA Investment Management
Ohio
$546K – – –
JPWM
543
Jamison Private Wealth Management
Georgia
$544K +$590K +5,034 New
AAI
544
American Assets Inc
California
$540K – – –
AGA
545
Accuvest Global Advisors
Utah
$525K -$17.2K -147 -3%
SPC
546
Sigma Planning Corp
Michigan
$525K +$48.7K +416 +9%
HWP
547
Highline Wealth Partners
California
$523K – – –
PA
548
Profund Advisors
Maryland
$520K -$14.9K -127 -3%
PHS
549
Pekin Hardy Strauss
Illinois
$516K -$11.7K -100 -2%
S
550
SignatureFD
Georgia
$516K +$37.2K +318 +7%